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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 %
ACI
1076
Advance Capital I
Michigan
$567K +$567K +24,000 New
ATC
1077
Adirondack Trust Company
New York
$555K -$15.6K -660 -3%
AP
1078
AHL Partners
United Kingdom
$552K -$103K -4,341 -16%
FCH
1079
Freestone Capital Holdings
Washington
$548K -$1.84K -78 -0.3%
CC
1080
Cannell & Co
New York
$543K – – –
SWM
1081
Strategic Wealth Management
Washington
$539K +$539K +22,779 New
KB
1082
Kimelman & Baird
New York
$537K +$4.97K +210 +0.9%
CG
1083
Colony Group
Massachusetts
$537K +$263K +11,124 +96%
EIP
1084
Epoch Investment Partners
New York
$530K +$6.32K +267 +1%
CAI
1085
Capital Advisors Inc
Oklahoma
$529K +$87.5K +3,699 +20%
GAM
1086
Gould Asset Management
California
$527K – – –
DWT
1087
Dorsey & Whitney Trust
South Dakota
$526K +$30.9K +1,308 +6%
SCM
1088
Sterneck Capital Management
Missouri
$523K +$45K +1,905 +9%
HWA
1089
Heritage Wealth Advisors
Virginia
$522K +$7.09K +300 +1%
FFSOTS
1090
Fiduciary Financial Services of The Southwest
Texas
$519K – – –
FHB
1091
First Hawaiian Bank
Hawaii
$515K -$7.66K -324 -1%
OWD
1092
Osborn Williams & Donohoe
Ohio
$514K +$25.1K +1,050 +5%
SFSG
1093
Stearns Financial Services Group
North Carolina
$512K -$53.2K -2,250 -9%
SAMC
1094
Shinko Asset Management Company
Japan
$509K -$31K -1,311 -6%
AIM
1095
Advantage Investment Management
Iowa
$509K +$127K +5,382 +33%
CCB
1096
Cutter & Co Brokerage
Missouri
$506K +$506K +21,408 New
Massachusetts Financial Services
1097
Massachusetts Financial Services
Massachusetts
$503K +$203K +8,571 +67%
MAA
1098
Mraz Amerine & Associates
California
$503K +$22.8K +966 +5%
MSR
1099
Main Street Research
Connecticut
$495K +$64.4K +2,724 +15%
CNC
1100
Citizens & Northern Corp
Pennsylvania
$492K -$33.6K -1,422 -6%
42 43
44
45 46