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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 %
FFC
1126
First Financial Corp
Indiana
$483K -$17K -621 -3%
FCM
1127
Forester Capital Management
Illinois
$483K – – –
JIC
1128
Joel Isaacson & Co
New York
$482K +$9.95K +363 +2%
KFC
1129
Klingenstein Fields & Co
New York
$481K – – –
VNA
1130
VNBTrust National Association
Virginia
$480K -$115K -4,200 -19%
TIM
1131
Tortoise Investment Management
New York
$480K -$55.9K -2,040 -10%
1GA
1132
1st Global Advisors
Texas
$479K -$10.9K -396 -2%
CWP
1133
Capital Wealth Planning
Florida
$477K – – –
NFG
1134
Nadler Financial Group
Illinois
$476K -$22.2K -810 -4%
ACM
1135
Apex Capital Management
Ohio
$476K – – –
FSA
1136
Franklin Street Advisors
North Carolina
$474K +$279K +10,185 +143%
FWP
1137
FAS Wealth Partners
Kansas
$472K +$2.63K +96 +0.6%
HC
1138
Highmount Capital
New York
$472K +$4.11K +150 +0.9%
JWM
1139
Jacobus Wealth Management
Wisconsin
$471K – – –
LAM
1140
Lingohr Asset Management
Germany
$470K -$2.23M -81,000 -83%
ITIM
1141
Indiana Trust & Investment Management
Indiana
$469K – – –
MA
1142
Marshwinds Advisory
Georgia
$466K -$66.9K -2,439 -13%
MAA
1143
Matrix Asset Advisors
New York
$466K -$27.6K -1,005 -6%
CAM
1144
CG Asset Management
New York
$466K – – –
PP
1145
Paloma Partners
Connecticut
$466K +$466K +17,010 New
JIR
1146
James Investment Research
Ohio
$460K +$228K +8,325 +98%
OCG
1147
Opus Capital Group
Ohio
$458K – – –
FAM
1148
Formidable Asset Management
Ohio
$458K – – –
JEW
1149
Jamison Eaton & Wood
New Jersey
$454K +$57K +2,082 +14%
QSS
1150
Quantitative Systematic Strategies
Florida
$453K +$453K +16,476 New
44 45
46
47 48