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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIC
1151
Keating Investment Counselors
Florida
$467K +$168K +6,900 +56%
LC
1152
Lincoln Capital
Nebraska
$464K -$566K -23,262 -55%
PFSC
1153
Peoples Financial Services Corp
Pennsylvania
$463K – – –
GAM
1154
Gould Asset Management
California
$463K – – –
TWA
1155
TCI Wealth Advisors
Arizona
$463K +$73.6K +3,021 +19%
JIM
1156
Jensen Investment Management
Oregon
$459K +$24.1K +990 +6%
CIM
1157
CIM Investment Management
Pennsylvania
$458K -$19.7K -810 -4%
SFM
1158
Signet Financial Management
New Jersey
$456K -$65.3K -2,682 -13%
HCMNY
1159
Howard Capital Management (New York)
New York
$456K – – –
SCM
1160
Sterneck Capital Management
Missouri
$455K – – –
WF
1161
WealthTrust Fairport
Ohio
$455K +$5.55K +228 +1%
Cetera Investment Advisers
1162
Cetera Investment Advisers
Illinois
$448K +$34.2K +1,410 +8%
TC
1163
Telemus Capital
Michigan
$446K +$184K +7,551 +70%
EDRIA
1164
Edmonds Duncan Registered Investment Advisors
Kansas
$443K – – –
FNBOH
1165
First National Bank of Hutchinson
Kansas
$443K +$35.7K +1,500 +9%
CIC
1166
Carnegie Investment Counsel
Ohio
$442K +$81.3K +3,324 +23%
MLIC
1167
Mandatum Life Insurance Company
Finland
$441K -$14.6K -600 -3%
OWD
1168
Osborn Williams & Donohoe
Ohio
$437K -$7.31K -300 -2%
GWI
1169
Grace & White Inc
New York
$437K – – –
BFIM
1170
Beese Fulmer Investment Management
Ohio
$437K +$24.2K +993 +6%
MSU
1171
Mizuho Securities USA
New York
$437K +$437K +17,955 New
OC
1172
Oakworth Capital
Alabama
$433K -$4.17K -177 -1%
CAM
1173
Centre Asset Management
New York
$431K +$431K +17,700 New
GLI
1174
Guardian Life Insurance
New York
$430K +$5.85K +240 +1%
Connor, Clark & Lunn Investment Management (CC&L)
1175
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$427K -$1.1M -45,075 -72%
45 46
47
48 49