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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 %
DSC
976
Duncker Streett & Co
Missouri
$872K -$10.6K -450 -1%
ACM
977
Americafirst Capital Management
California
$865K +$865K +36,597 New
WS
978
Wedbush Securities
California
$865K -$134K -5,673 -13%
NIM
979
Northeast Investment Management
Massachusetts
$865K -$54.9K -2,319 -6%
ST
980
Somerset Trust
Pennsylvania
$861K -$126K -5,328 -13%
SJIM
981
St. Johns Investment Management
Florida
$861K -$1.06K -45 -0.1%
AW
982
ACG Wealth
Georgia
$853K +$114K +4,824 +15%
HB
983
Homrich & Berg
Georgia
$852K +$107K +4,533 +14%
SFM
984
Signet Financial Management
New Jersey
$849K -$922 -39 -0.1%
Aristotle Capital Management
985
Aristotle Capital Management
California
$848K -$199K -8,400 -19%
MIM
986
Midwest Investment Management
Ohio
$846K -$248K -10,500 -23%
FCMC
987
Founders Capital Management (Connecticut)
Connecticut
$845K – – –
SNBOSD
988
Security National Bank of So Dak
Iowa
$843K +$14.8K +624 +2%
CNBT
989
Canandaigua National Bank & Trust
New York
$842K +$15.9K +672 +2%
BSW
990
Buckingham Strategic Wealth
Missouri
$833K -$134K -5,685 -14%
CCS
991
Crosspoint Capital Strategies
California
$830K -$5.89K -249 -0.7%
WAM
992
Weatherly Asset Management
California
$826K -$65.9K -2,790 -7%
OAC
993
OMERS Administration Corp
Ontario, Canada
$823K +$823K +34,800 New
MPIA
994
Mountain Pacific Investment Advisers
Idaho
$821K – – –
NGA
995
Naples Global Advisors
Florida
$819K -$1.7K -72 -0.2%
BW
996
Bison Wealth
Georgia
$816K +$21.4K +912 +3%
PP
997
Patten & Patten
Tennessee
$808K – – –
AWS
998
Aris Wealth Services
Pennsylvania
$806K +$69.4K +2,937 +9%
CFA
999
Carroll Financial Associates
North Carolina
$806K +$268K +11,349 +50%
MTIM
1000
Marathon Trading Investment Management
Pennsylvania
$802K +$802K +33,900 New
38 39
40
41 42