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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 %
SWM
1176
SVA Wealth Management
Wisconsin
$357K +$28.5K +1,203 +9%
PVWM
1177
Point View Wealth Management
New Jersey
$357K +$101K +4,269 +39%
UMA
1178
USA Mutuals Advisors
Texas
$355K – – –
PFP
1179
Pinnacle Financial Partners
Tennessee
$354K +$1.63K +69 +0.5%
CL
1180
CPWM LLC
Washington
$353K +$86.7K +3,672 +33%
WJA
1181
Williams Jones & Associates
New York
$352K – – –
QC
1182
QCM Cayman
Texas
$349K +$349K +14,766 New
EVM
1183
Evelyn V. Moreno
$348K -$211K -8,925 -38%
PCM
1184
Perritt Capital Management
Illinois
$347K -$1.06K -45 -0.3%
CC
1185
Courier Capital
New York
$347K +$30.1K +1,272 +9%
BL
1186
Balentine LLC
Georgia
$344K +$19.2K +813 +6%
PSI
1187
Pinnacle Summer Investments
Virginia
$342K -$590K -24,936 -63%
PLFAM
1188
Pineno Levin & Ford Asset Management
Virginia
$341K +$14.2K +600 +4%
NCM
1189
Novare Capital Management
North Carolina
$339K – – –
GI
1190
Glovista Investments
New Jersey
$338K -$5M -211,215 -94%
PFM
1191
PacWest Financial Management
Arizona
$338K – – –
FRM
1192
Foundation Resource Management
Arkansas
$335K – – –
MWM
1193
Mission Wealth Management
California
$335K +$335K +12,225 New
CFA
1194
CT Financial Advisors
Pennsylvania
$333K -$9.93K -420 -3%
HTHT
1195
Hemenway Trust Hemenway Trust
New Hampshire
$333K -$7.1K -300 -2%
OPTFSNA
1196
Old Point Trust & Financial Services N A
Virginia
$333K +$35.4K +1,500 +12%
WTB
1197
Washington Trust Bank
Washington
$333K +$42.6K +1,800 +15%
BJL
1198
Brighton Jones LLC
Washington
$332K -$12.3K -522 -4%
BFA
1199
Beaumont Financial Advisors
Massachusetts
$331K +$77K +3,252 +30%
AAMU
1200
Amundi Asset Management US
Massachusetts
$330K -$2.63M -111,291 -89%
46 47
48
49 50