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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 %
GLI
1101
Guardian Life Insurance
New York
$490K – – –
LA
1102
Lucus Advisors
New York
$486K +$486K +20,538 New
PMFA
1103
Plante Moran Financial Advisors
Michigan
$482K -$53.5K -2,262 -10%
LGC
1104
Laurel Grove Capital
California
$482K +$198K +8,400 +70%
PCM
1105
Pointe Capital Management
Michigan
$481K +$121K +5,100 +33%
NFG
1106
Nadler Financial Group
Illinois
$476K +$65.3K +2,763 +16%
EFSCE
1107
Enterprise Financial Services Corp (EFSC)
Missouri
$474K -$16.9K -714 -3%
JIM
1108
Jensen Investment Management
Oregon
$472K +$5.67K +240 +1%
T
1109
Thomaspartners
Massachusetts
$471K -$48.4K -2,046 -9%
WAM
1110
Wolverine Asset Management
Illinois
$464K +$464K +19,656 New
AMG
1111
Asset Management Group
Connecticut
$463K +$5.74K +243 +1%
W
1112
Wealthfront
California
$460K -$196K -8,289 -30%
PFSC
1113
Peoples Financial Services Corp
Pennsylvania
$460K +$12K +510 +3%
VCM
1114
Violich Capital Management
California
$459K +$7.09K +300 +2%
SCA
1115
Salient Capital Advisors
Texas
$458K +$241K +10,200 +111%
BFO
1116
Boston Family Office
Massachusetts
$457K – – –
TF
1117
Trutina Financial
Washington
$457K – – –
WB
1118
Webster Bank
Connecticut
$456K -$16K -678 -3%
WEC
1119
Winslow Evans & Crocker
Massachusetts
$455K +$284 +12 +0.1%
AA
1120
ALPS Advisors
Colorado
$453K +$7.09K +300 +2%
FPCM
1121
Financial Partners Capital Management
New York
$452K +$236K +9,975 +109%
BRWA
1122
B. Riley Wealth Advisors
Florida
$451K -$30.7K -1,296 -6%
TI
1123
Telemetry Investments
New York
$450K +$450K +19,050 New
AIC
1124
Atlantic Investment Company
Georgia
$449K -$10.3K -435 -2%
GC
1125
Grimes & Company
Massachusetts
$448K +$6.32K +267 +1%
43 44
45
46 47