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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
Bank of America
Bank of America
North Carolina
+$458M
3
DCM
Discovery Capital Management
Connecticut
+$292M
4
Invesco
Invesco
Georgia
+$291M
5
Citigroup
Citigroup
New York
+$267M

Top Sellers

1
State Street
State Street
Massachusetts
-$446M
2
MAM
Magellan Asset Management
Australia
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$342M
4
Harris Associates
Harris Associates
Illinois
-$313M
5
PP
Prudential plc
United Kingdom
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
951
Financial Advisory Group
Texas
$1.12M +$1.65K +60 +0.1%
VHAM
952
Van Hulzen Asset Management
California
$1.12M +$60.1K +2,193 +6%
PG
953
Proffitt & Goodson
Tennessee
$1.11M -$9.13K -333 -0.8%
CIM
954
CIM Investment Management
Pennsylvania
$1.11M – – –
Wealth Enhancement Advisory Services
955
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$124K +4,530 +13%
VIP
956
Vantage Investment Partners
Missouri
$1.1M -$2.43M -88,806 -69%
RHDIC
957
R.H. Dinel Investment Counsel
California
$1.1M -$267K -9,750 -20%
AAM
958
Aston Asset Management
Illinois
$1.09M +$329 +12 +0%
LIM
959
Leavell Investment Management
Alabama
$1.09M -$14.4K -525 -1%
RGC
960
Roberts, Glore & Co
Illinois
$1.09M -$21.3K -777 -2%
PC
961
Palo Capital
California
$1.08M +$1.08M +39,540 New
CTI
962
Community Trust & Investment
Kentucky
$1.08M -$169K -6,174 -14%
PSI
963
Pinnacle Summer Investments
Virginia
$1.08M -$41.1K -1,500 -4%
MIC
964
MU Investments Company
Japan
$1.08M -$86.7K -3,150 -7%
EGM
965
Engineers Gate Manager
New York
$1.08M +$1.08M +39,276 New
HCM
966
Hollencrest Capital Management
California
$1.07M +$162K +5,916 +18%
MPAM
967
Murphy Pohlad Asset Management
Minnesota
$1.07M – – –
NIM
968
Northeast Investment Management
Massachusetts
$1.07M -$4.77K -174 -0.4%
SC
969
Savant Capital
Illinois
$1.06M +$81K +2,955 +8%
AI
970
Atria Investments
North Carolina
$1.04M -$137K -4,995 -12%
RCAG
971
Rehmann Capital Advisory Group
Michigan
$1.04M -$13.2K -483 -1%
WAM
972
Weatherly Asset Management
California
$1.03M -$30.8K -1,125 -3%
MIHAS
973
Maj Invest Holding A/S
Denmark
$1.03M +$255K +9,300 +33%
CBU
974
CIBC Bank USA
Illinois
$1.03M -$43.7K -1,596 -4%
DSC
975
Duncker Streett & Co
Missouri
$1.02M – – –
37 38
39
40 41