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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 %
Harris Associates
1051
Harris Associates
Illinois
$638K -$27M -1,140,531 -98%
AIIMS
1052
Analyst IMS Investment Management Services
Israel
$637K +$17.7K +750 +3%
EIA
1053
Edgemoor Investment Advisors
Maryland
$635K – – –
HCMT
1054
Highland Capital Management (Tennessee)
Tennessee
$633K – – –
CS
1055
Cannell & Spears
New York
$632K -$3.97K -168 -0.6%
SJL
1056
Shayne & Jacobs LLC
Tennessee
$629K – – –
CP
1057
Cinque Partners
California
$622K +$622K +26,289 New
BC
1058
Banced Corp
Illinois
$621K +$4.9K +207 +0.8%
BPM
1059
Bowling Portfolio Management
Ohio
$610K -$703K -29,766 -54%
MGIA
1060
Moneta Group Investment Advisors
Missouri
$610K +$610K +25,803 New
KJHP
1061
K.J. Harrison & Partners
Ontario, Canada
$605K -$1.42M -60,000 -70%
EB
1062
Eastern Bank
Massachusetts
$599K -$34.3K -1,449 -5%
PWP
1063
Private Wealth Partners
California
$599K – – –
IB
1064
Intrust Bank
Kansas
$594K +$26.5K +1,122 +5%
LFA
1065
Landmark Financial Advisors
Kentucky
$594K +$262K +11,112 +79%
WPC
1066
White Pine Capital
Minnesota
$584K – – –
PCA
1067
Peddock Capital Advisors
Massachusetts
$578K +$40K +1,692 +7%
BAS
1068
Brown Advisory Securities
Maryland
$577K -$7.07K -300 -1%
RIA
1069
Regal Investment Advisors
Michigan
$576K +$28.3K +1,197 +5%
IP
1070
Investment Partners
Ohio
$575K -$34.8K -1,473 -6%
HHGA
1071
Halbert Hargrove Global Advisors
California
$573K -$68.5K -2,898 -11%
BIM
1072
Bridgecreek Investment Management
Oklahoma
$573K – – –
GSBTD
1073
Glenview State Bank Trust Department
Illinois
$571K – – –
BCM
1074
Birmingham Capital Management
Alabama
$568K +$30.1K +1,275 +6%
Capital Fund Management (CFM)
1075
Capital Fund Management (CFM)
France
$567K -$4.4M -186,216 -89%
41 42
43
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