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Walmart
WMT

Overview Fund Activity

1,466 hedge funds and large institutions have $68.9B invested in Walmart in 2015 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 573 increasing their positions, 597 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,466
Holders Change
-15
Holders Change %
-1.01%
% of All Funds
39.54%
Holding in Top 10
69
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-19.77%
% of All Funds
1.86%
New
97
Increased
573
Reduced
597
Closed
98
Calls
$2B
Puts
$1.27B
Net Calls
+$726M
Net Calls Change
+$331M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$273M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$253M
3
Citadel Advisors
Citadel Advisors
Florida
+$144M
4
Deutsche Bank
Deutsche Bank
Germany
+$142M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$123M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$512M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$478M
3
Capital World Investors
Capital World Investors
California
-$370M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$346M
5
DCM
Discovery Capital Management
Connecticut
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
926
Investor AB
Sweden
$1.06M +$1.06M +45,000 New
KIA
927
KCM Investment Advisors
California
$1.06M -$71.9K -3,042 -6%
CT
928
Cambridge Trust
Massachusetts
$1.04M -$53.8K -2,277 -5%
PAM
929
Palisade Asset Management
Minnesota
$1.04M – – –
LC
930
Lincoln Capital
Nebraska
$1.04M -$43.6K -1,845 -4%
FM
931
Forward Management
California
$1.04M -$400K -16,926 -28%
JIM
932
Jupiter Investment Management
United Kingdom
$1.04M -$227K -9,600 -18%
MAM
933
Mizuho Asset Management
Japan
$1.03M -$1.26M -53,118 -55%
AGM
934
Alpine Global Management
New York
$1.03M -$142K -6,012 -12%
AIM
935
Aspen Investment Management
Michigan
$1.03M -$27.4K -1,161 -3%
ZB
936
Zions Bancorporation
Utah
$1.02M +$540K +22,821 +113%
BFC
937
Blue Fin Capital
Rhode Island
$1.01M -$56.7K -2,400 -5%
TCM
938
Texan Capital Management
Texas
$1.01M – – –
RFA
939
Reilly Financial Advisors
California
$1.01M +$140K +5,916 +16%
QCMC
940
Quantum Capital Management (California)
California
$1M -$1.01M -42,708 -50%
EGA
941
Eagle Global Advisors
Texas
$1M +$213 +9 +0%
CCG
942
Chatham Capital Group
Georgia
$997K – – –
MCM
943
Maryland Capital Management
Maryland
$996K -$21.3K -900 -2%
JT
944
Jump Trading
Illinois
$994K +$551K +23,289 +124%
PTC
945
Private Trust Company
Ohio
$992K +$496 +21 +0.1%
CWM
946
Concert Wealth Management
California
$991K -$37.3K -1,581 -4%
TCOV
947
Trust Company of Vermont
Vermont
$984K -$61.5K -2,604 -6%
FAG
948
Financial Advisory Group
Texas
$983K +$20.3K +861 +2%
WA
949
Wheatland Advisors
Pennsylvania
$979K +$213 +9 +0%
CAM
950
Columbia Asset Management
Michigan
$977K +$535K +19,005 +121%
36 37
38
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