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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 %
MPI
1001
Mairs & Power Inc
Minnesota
$868K -$78.2K -2,853 -8%
BP
1002
Ballentine Partners
Massachusetts
$866K +$3.86K +141 +0.4%
HB
1003
Homrich & Berg
Georgia
$864K +$41.2K +1,503 +5%
FNBOMD
1004
First National Bank of Mount Dora
Florida
$859K – – –
CIA
1005
Covington Investment Advisors
Pennsylvania
$859K – – –
AW
1006
ACG Wealth
Georgia
$856K +$58.9K +2,151 +7%
OWIM
1007
Old West Investment Management
California
$855K -$2.37M -86,373 -73%
AWS
1008
Aris Wealth Services
Pennsylvania
$854K +$45.5K +1,659 +6%
MMPW
1009
Mitchell McLeod Pugh & Williams
Alabama
$851K +$72.2K +2,634 +9%
AT
1010
Acadia Trust
Maine
$847K – – –
IHL
1011
Investment House LLC
California
$845K – – –
CCFCSB
1012
Cape Cod Five Cents Savings Bank
Massachusetts
$814K -$49.4K -1,800 -6%
WCBA
1013
Weaver C. Barksdale & Associates
Tennessee
$798K – – –
TF
1014
Tompkins Financial
New York
$792K +$2.72K +99 +0.3%
CC
1015
Cadinha & Co
Hawaii
$790K – – –
DMK
1016
David M. Knott
$790K -$1.37M -49,800 -63%
NAMA
1017
Nikko Asset Management Americas
New York
$788K – – –
PIA
1018
Peachtree Investment Advisors
Georgia
$786K +$59.1K +2,154 +8%
OC
1019
Oarsman Capital
Wisconsin
$784K – – –
ST
1020
Spinnaker Trust
Maine
$779K – – –
ACM
1021
Axel Capital Management
New York
$777K +$740K +27,000 +2,000%
BT
1022
Beacon Trust
New Jersey
$776K -$31.1K -1,134 -4%
ANB
1023
Amarillo National Bank
Texas
$770K -$367K -13,389 -32%
MHS
1024
M Holdings Securities
Oregon
$768K +$82.3K +3,000 +12%
KFA
1025
Kays Financial Advisory
Georgia
$767K +$205K +7,482 +37%
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