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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 %
RWA
1001
Ropes Wealth Advisors
Massachusetts
$800K -$13.5K -570 -2%
LW
1002
Linscomb Wealth
Texas
$792K +$171K +7,242 +28%
EFS
1003
Essex Financial Services
Connecticut
$791K -$255K -10,791 -24%
DAC
1004
Dividend Assets Capital
South Carolina
$781K -$7.1K -300 -0.9%
SCA
1005
Secor Capital Advisors
New York
$776K +$776K +32,817 New
ARMT
1006
Amica Retiree Medical Trust
Rhode Island
$772K – – –
PAIA
1007
Park Avenue Institutional Advisers
New York
$755K +$755K +31,950 New
BP
1008
Ballentine Partners
Massachusetts
$747K -$639 -27 -0.1%
SIP
1009
Stoneridge Investment Partners
Pennsylvania
$747K +$126K +5,325 +20%
BT
1010
Beacon Trust
New Jersey
$740K +$70.9K +3,000 +11%
KFA
1011
Kays Financial Advisory
Georgia
$736K +$74.9K +3,171 +11%
AT
1012
Acadia Trust
Maine
$730K – – –
OC
1013
Oarsman Capital
Wisconsin
$726K +$50K +2,115 +7%
OWIM
1014
Old West Investment Management
California
$724K -$13.1K -555 -2%
HW
1015
Hancock Whitney
Mississippi
$723K – – –
TCOT
1016
Trust Company of Toledo
Ohio
$717K +$95.7K +4,050 +15%
MPI
1017
Mairs & Power Inc
Minnesota
$714K -$35.1K -1,485 -5%
NCM
1018
Narwhal Capital Management
Georgia
$712K +$712K +30,120 New
SWP
1019
Stratos Wealth Partners
Ohio
$709K -$518K -21,912 -42%
FNBOMD
1020
First National Bank of Mount Dora
Florida
$709K -$31.9K -1,350 -4%
KCM
1021
KSA Capital Management
New Jersey
$709K +$709K +30,000 New
MCM
1022
McGlinn Capital Management
Pennsylvania
$709K +$709K +30,000 New
SMC
1023
Smith, Moore & Co
Missouri
$702K -$81.5K -3,450 -10%
AI
1024
Atria Investments
North Carolina
$700K -$198K -8,361 -22%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$696K -$69.9K -2,955 -9%
39 40
41
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