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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 %
WPP
976
Whalerock Point Partners
Rhode Island
$1.02M -$41.1K -1,500 -4%
SAM
977
Summit Asset Management
Tennessee
$1.01M -$21.6K -789 -2%
RFA
978
Reilly Financial Advisors
California
$1.01M +$1.01M +36,819 New
SJIM
979
St. Johns Investment Management
Florida
$1M -$11.7K -426 -1%
SFM
980
Signet Financial Management
New Jersey
$986K +$986K +35,946 New
FCMC
981
Founders Capital Management (Connecticut)
Connecticut
$984K -$9.87K -360 -1%
ASN
982
Advisory Services Network
Georgia
$984K -$8.42K -312 -0.8%
CCS
983
Crosspoint Capital Strategies
California
$969K -$44.8K -1,635 -4%
TB
984
Terril Brothers
Missouri
$968K +$653K +23,721 +207%
SNBOSD
985
Security National Bank of So Dak
Iowa
$960K +$24.7K +900 +3%
CNBT
986
Canandaigua National Bank & Trust
New York
$958K -$31.3K -1,143 -3%
MPIA
987
Mountain Pacific Investment Advisers
Idaho
$952K -$20.6K -750 -2%
NGA
988
Naples Global Advisors
Florida
$951K +$22.6K +825 +2%
RWA
989
Ropes Wealth Advisors
Massachusetts
$944K +$944K +34,419 New
PP
990
Patten & Patten
Tennessee
$937K -$8.22K -300 -0.9%
BW
991
Bison Wealth
Georgia
$928K +$60.7K +2,214 +7%
KL
992
KWMG LLC
Kansas
$923K -$9.27K -354 -1%
DAC
993
Dividend Assets Capital
South Carolina
$913K -$84.7K -3,090 -8%
SMC
994
Smith, Moore & Co
Missouri
$909K -$98.4K -3,591 -10%
DMC
995
Drexel Morgan & Co
Pennsylvania
$902K +$9.13K +333 +1%
GIS
996
Guardian Investor Services
New York
$897K -$1.65K -60 -0.2%
ARMT
997
Amica Retiree Medical Trust
Rhode Island
$895K – – –
EA
998
Emerald Advisers
Pennsylvania
$893K +$67.5K +2,559 +8%
HSA
999
HBK Sorce Advisory
Pennsylvania
$888K -$105K -3,846 -11%
ICM
1000
IMS Capital Management
Oregon
$887K +$46.9K +1,713 +6%
38 39
40
41 42