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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 %
KA
1076
Kovack Advisors
Florida
$610K -$21.8K -795 -3%
CNC
1077
Citizens & Northern Corp
Pennsylvania
$609K -$83K -3,030 -12%
Verition Fund Management
1078
Verition Fund Management
Connecticut
$608K +$608K +22,173 New
FHB
1079
First Hawaiian Bank
Hawaii
$607K -$659 -24 -0.1%
EIP
1080
Epoch Investment Partners
New York
$607K +$156K +5,691 +35%
QT
1081
Quantbot Technologies
New York
$604K +$571K +20,859 +1,734%
T
1082
Thomaspartners
Massachusetts
$603K -$9.06K -330 -1%
FFSOTS
1083
Fiduciary Financial Services of The Southwest
Texas
$601K -$20.5K -750 -3%
HWA
1084
Heritage Wealth Advisors
Virginia
$596K +$33.2K +1,215 +6%
FHC
1085
First Heartland Consultants
Missouri
$586K -$9.14K -333 -2%
DWT
1086
Dorsey & Whitney Trust
South Dakota
$575K -$3.38K -123 -0.6%
EFSCE
1087
Enterprise Financial Services Corp (EFSC)
Missouri
$569K -$16.5K -600 -3%
GLI
1088
Guardian Life Insurance
New York
$568K -$172K -6,285 -23%
OWD
1089
Osborn Williams & Donohoe
Ohio
$562K – – –
NIMI
1090
Natixis Investment Managers International
France
$561K -$89.1K -3,249 -14%
BRWA
1091
B. Riley Wealth Advisors
Florida
$557K -$327K -11,922 -37%
MAA
1092
Mraz Amerine & Associates
California
$557K -$905 -33 -0.2%
BKBG
1093
BHF Kleinwort Benson Group
Belgium
$556K +$364K +13,272 +190%
ED
1094
Exane Derivatives
France
$555K +$227K +8,280 +69%
SCM
1095
SOL Capital Management
Maryland
$554K – – –
SCM
1096
Sterneck Capital Management
Missouri
$554K +$5.76K +210 +1%
ZB
1097
Zions Bancorporation
Utah
$553K +$553K +20,163 New
IOOF
1098
Independent Order of Foresters
Ontario, Canada
$551K – – –
WB
1099
Webster Bank
Connecticut
$547K -$24.7K -900 -4%
RMAM
1100
Raab & Moskowitz Asset Management
New Jersey
$547K -$18.8K -687 -3%
42 43
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