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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 %
BC
951
Bartlett & Co
Ohio
$969K -$21.3K -900 -2%
KFS
952
Kurt F. Somerville
$962K -$35.5K -1,500 -4%
RHDIC
953
R.H. Dinel Investment Counsel
California
$949K – – –
MSU
954
Mizuho Securities USA
New York
$947K -$5.25M -222,246 -85%
PG
955
Proffitt & Goodson
Tennessee
$944K -$16K -678 -2%
LIM
956
Leavell Investment Management
Alabama
$939K – – –
CIM
957
CIM Investment Management
Pennsylvania
$931K -$28.4K -1,200 -3%
RGC
958
Roberts, Glore & Co
Illinois
$931K -$7.09K -300 -0.8%
CTI
959
Community Trust & Investment
Kentucky
$931K -$709 -30 -0.1%
CWM
960
Calamos Wealth Management
Illinois
$929K +$681K +28,812 +275%
MPAM
961
Murphy Pohlad Asset Management
Minnesota
$924K – – –
CBU
962
CIBC Bank USA
Illinois
$921K +$33.5K +1,416 +4%
ASN
963
Advisory Services Network
Georgia
$914K +$41.4K +1,728 +5%
WPP
964
Whalerock Point Partners
Rhode Island
$912K +$31.1K +1,317 +4%
ST
965
Smithfield Trust
Pennsylvania
$906K -$84.4K -3,567 -9%
FDCC
966
Foster Dykema Cabot & Co
Massachusetts
$905K -$63.9K -2,700 -7%
SAM
967
Sentinel Asset Management
Vermont
$901K +$298K +12,600 +49%
TSWM
968
Triangle Securities Wealth Management
North Carolina
$900K +$714K +30,228 +385%
SAM
969
Summit Asset Management
Tennessee
$896K +$22.5K +951 +3%
BCM
970
BlueCrest Capital Management
Jersey
$892K +$892K +37,731 New
BFM
971
Boothbay Fund Management
New York
$888K +$888K +37,551 New
MIC
972
MU Investments Company
Japan
$886K -$46.4K -1,950 -5%
RCAG
973
Rehmann Capital Advisory Group
Michigan
$886K -$11.6K -489 -1%
BDF
974
Balasa Dinverno & Foltz
$885K -$97.9K -4,143 -10%
SC
975
Savant Capital
Illinois
$882K -$34.5K -1,458 -4%
37 38
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