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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 %
LCM
1201
Logan Capital Management
Pennsylvania
$330K +$22K +930 +7%
BFIM
1202
Beese Fulmer Investment Management
Ohio
$330K +$330K +13,959 New
TWA
1203
TCI Wealth Advisors
Arizona
$329K -$27.2K -1,149 -8%
ED
1204
Exane Derivatives
France
$327K -$152K -6,438 -32%
PAA
1205
Peregrine Asset Advisers
Oregon
$324K -$8.51K -360 -3%
PIM
1206
Parasol Investment Management
Illinois
$324K +$178K +7,515 +121%
TIA
1207
Tiemann Investment Advisors
California
$322K -$17K -720 -5%
JCM
1208
Janney Capital Management
Pennsylvania
$322K -$6.81K -288 -2%
WCA
1209
Westover Capital Advisors
Delaware
$320K +$7.09K +300 +2%
CS
1210
Comerica Securities
Michigan
$320K +$32.7K +1,383 +11%
EIM
1211
Essex Investment Management
Massachusetts
$319K -$70.9K -3,000 -18%
BPC
1212
Banque Pictet & Cie
Switzerland
$316K -$31.9K -1,350 -9%
WA
1213
WealthTrust Axiom
Pennsylvania
$316K – – –
PL
1214
Parkwood LLC
Ohio
$313K +$2.91K +123 +0.9%
FIM
1215
Freedom Investment Management
Connecticut
$312K +$72.8K +3,078 +30%
CIC
1216
Carnegie Investment Counsel
Ohio
$311K -$1.7K -72 -0.5%
KIC
1217
Keating Investment Counselors
Florida
$311K +$10.2K +432 +3%
UBWV
1218
United Bank (West Virginia)
West Virginia
$310K – – –
PCA
1219
Private Capital Advisors
Connecticut
$309K – – –
TCB
1220
Texas Capital Bancshares
Texas
$306K -$72.6K -3,072 -19%
SIM
1221
SSI Investment Management
California
$305K -$35.2K -1,479 -10%
AP
1222
Appleton Partners
Massachusetts
$305K +$66K +2,796 +28%
EMG
1223
Ellington Management Group
Connecticut
$305K +$305K +12,900 New
DHFB
1224
Dixon Hubard Feinour & Brown
Virginia
$303K +$10.6K +450 +4%
NERM
1225
New England Research & Management
Illinois
$303K +$110K +4,650 +57%
47 48
49
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