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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 %
JWM
1151
Jacobus Wealth Management
Wisconsin
$407K – – –
WCM
1152
Windsor Capital Management
Arizona
$407K +$62.6K +2,655 +18%
LAM
1153
Lingohr Asset Management
Germany
$406K – – –
AHC
1154
Adell Harriman & Carpenter
Texas
$406K -$37.8K -1,599 -9%
ITIM
1155
Indiana Trust & Investment Management
Indiana
$404K – – –
VNA
1156
VNBTrust National Association
Virginia
$403K -$11K -465 -3%
CAM
1157
CG Asset Management
New York
$402K – – –
MAA
1158
Matrix Asset Advisors
New York
$402K – – –
LNC
1159
Lincoln National Corp
Pennsylvania
$402K +$7.74K +318 +2%
IH
1160
IFC Holdings
Florida
$400K +$29.5K +1,239 +8%
HC
1161
Highmount Capital
New York
$398K -$8.86K -375 -2%
TSW
1162
Thompson Siegel & Walmsley
Virginia
$398K +$68.1K +2,880 +21%
FNBOH
1163
First National Bank of Hutchinson
Kansas
$395K -$44.3K -1,800 -10%
CCM
1164
Courage Capital Management
Tennessee
$394K -$16.5M -698,331 -98%
NME
1165
Notis-McConarty Edward
$387K – – –
EBSAM
1166
Eubel Brady & Suttman Asset Management
Ohio
$385K +$24.2K +1,023 +7%
SNT
1167
Security National Trust
West Virginia
$383K +$17.7K +747 +5%
JPMIA
1168
J.P. Marvel Investment Advisors
Massachusetts
$382K – – –
CL
1169
Choreo LLC
Illinois
$381K +$25.6K +1,080 +7%
SCA
1170
Stonebridge Capital Advisors
Minnesota
$376K +$47.9K +2,025 +15%
MA
1171
Marshwinds Advisory
Georgia
$370K -$31.9K -1,350 -8%
NYLIM
1172
New York Life Investment Management
New York
$369K – – –
JIC
1173
Joel Isaacson & Co
New York
$367K -$49.3K -2,085 -12%
GWCM
1174
Godshalk Welsh Capital Management
Pennsylvania
$365K -$21.3K -900 -6%
SOAMC
1175
Spirit of America Management Corp
New York
$363K – – –
45 46
47
48 49