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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 %
CT
1126
Chicago Trust
Illinois
$446K -$94.8K -4,008 -18%
SCM
1127
SOL Capital Management
Maryland
$446K -$31.9K -1,350 -7%
RMAM
1128
Raab & Moskowitz Asset Management
New Jersey
$443K -$28.1K -1,191 -6%
FWP
1129
FAS Wealth Partners
Kansas
$441K +$33.7K +1,425 +8%
SA
1130
SRH Advisors
Kansas
$440K – – –
FTI
1131
Fiduciary Trust International
Massachusetts
$440K +$993 +42 +0.2%
HH
1132
Hilltop Holdings
Texas
$438K -$184K -7,782 -30%
IOOF
1133
Independent Order of Foresters
Ontario, Canada
$436K -$39K -1,650 -8%
MCWS
1134
McKinley Carter Wealth Services
West Virginia
$436K -$16.6K -702 -4%
LH
1135
Lebenthal Holdings
New York
$436K +$113K +4,755 +35%
GWI
1136
Grace & White Inc
New York
$434K +$9.23K +390 +2%
NAM
1137
Nichols Asset Management
Massachusetts
$433K – – –
PL
1138
Plancorp LLC
Missouri
$433K +$55K +2,325 +15%
IFB
1139
iAB Financial Bank
Indiana
$431K +$132K +5,595 +44%
LNB
1140
Ledyard National Bank
$428K +$94.7K +3,999 +28%
VCAM
1141
Van Cleef Asset Management
Ohio
$424K +$35.5K +1,500 +9%
KFC
1142
Klingenstein Fields & Co
New York
$419K +$4.4K +186 +1%
WHG
1143
Westwood Holdings Group
Texas
$418K – – –
FCM
1144
Forester Capital Management
Illinois
$416K – – –
FAM
1145
Formidable Asset Management
Ohio
$412K – – –
FFC
1146
First Financial Corp
Indiana
$410K -$7.24K -306 -2%
ACM
1147
Apex Capital Management
Ohio
$410K – – –
CF
1148
CenterStar Fund
Illinois
$410K – – –
HCMNY
1149
Howard Capital Management (New York)
New York
$407K -$12.4K -525 -3%
TIM
1150
Tortoise Investment Management
New York
$407K -$7.1K -300 -2%
44 45
46
47 48