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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 %
SAM
1051
Sentinel Asset Management
Vermont
$699K +$699K +25,500 New
PWP
1052
Private Wealth Partners
California
$695K – – –
WCM
1053
Westend Capital Management
California
$683K +$683K +25,350 New
BAS
1054
Brown Advisory Securities
Maryland
$681K -$24.7K -900 -4%
WPC
1055
White Pine Capital
Minnesota
$677K -$8.23K -300 -1%
BIM
1056
Bridgecreek Investment Management
Oklahoma
$664K – – –
GSBTD
1057
Glenview State Bank Trust Department
Illinois
$663K -$41.1K -1,500 -6%
ATC
1058
Adirondack Trust Company
New York
$661K +$9.87K +360 +2%
IB
1059
Intrust Bank
Kansas
$658K +$22K +801 +3%
SFSG
1060
Stearns Financial Services Group
North Carolina
$656K – – –
GAM
1061
Garrison Asset Management
Arkansas
$655K +$343K +12,522 +110%
QAM
1062
Quantres Asset Management
Cayman Islands
$650K +$650K +23,700 New
EVM
1063
Evelyn V. Moreno
$649K -$2.88K -105 -0.4%
FCH
1064
Freestone Capital Holdings
Washington
$638K +$638K +23,256 New
RIA
1065
Regal Investment Advisors
Michigan
$636K +$180K +6,555 +39%
CC
1066
Cannell & Co
New York
$630K +$6.99K +255 +1%
CT
1067
Chicago Trust
Illinois
$627K +$627K +22,863 New
SAMC
1068
Shinko Asset Management Company
Japan
$626K +$3.54K +129 +0.6%
ECM
1069
Evergreen Capital Management
Washington
$625K +$625K +22,800 New
BCM
1070
Birmingham Capital Management
Alabama
$624K -$2.47K -90 -0.4%
CFA
1071
Carroll Financial Associates
North Carolina
$624K +$70.8K +2,580 +13%
PCA
1072
Peddock Capital Advisors
Massachusetts
$623K +$13.9K +507 +2%
PMFA
1073
Plante Moran Financial Advisors
Michigan
$621K +$14.5K +528 +2%
KB
1074
Kimelman & Baird
New York
$617K – – –
GAM
1075
Gould Asset Management
California
$611K – – –
41 42
43
44 45