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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 %
MA
1226
MCF Advisors
Kentucky
$302K -$568 -24 -0.2%
AB
1227
Atlas Brown
Kentucky
$301K -$46.6K -1,956 -13%
CPO
1228
Cerity Partners OCIO
New York
$301K +$78.6K +3,321 +35%
SHWM
1229
Smith & Howard Wealth Management
Georgia
$300K -$13.1K -555 -4%
SCA
1230
Strategic Capital Alternatives
United States
$297K -$27K -1,029 -8%
FFA
1231
First Foundation Advisors
California
$296K -$23.6K -999 -7%
FMLI
1232
Fukoku Mutual Life Insurance
Japan
$295K – – –
WA
1233
Waverly Advisors
Alabama
$295K +$71 +3 +0%
GP
1234
Girard Partners
Pennsylvania
$295K +$295K +12,477 New
NAM
1235
NTV Asset Management
West Virginia
$291K – – –
CK
1236
Carnick & Kubik
Colorado
$291K – – –
RCM
1237
RNC Capital Management
California
$290K +$16K +675 +6%
PIM
1238
Penobscot Investment Management
Massachusetts
$290K +$26.4K +1,119 +10%
MWP
1239
MYCIO Wealth Partners
Pennsylvania
$286K +$35.8K +1,512 +14%
CCM
1240
Coldstream Capital Management
Washington
$286K +$286K +12,117 New
QSS
1241
Quantitative Systematic Strategies
Florida
$285K -$107K -4,488 -27%
PGCM
1242
Prescott Group Capital Management
Oklahoma
$284K – – –
GW
1243
GW & Wade
Massachusetts
$284K +$284K +11,991 New
LCM
1244
Liberty Capital Management
Michigan
$283K -$7.1K -300 -2%
WG
1245
Welch Group
Alabama
$281K +$12K +507 +4%
TCM
1246
Tetrem Capital Management
Manitoba, Canada
$281K +$44.1K +1,863 +19%
SBWM
1247
Sunflower Bank Wealth Management
Arizona
$280K -$3.55K -150 -1%
SGAM
1248
Steinberg Global Asset Management
Florida
$279K -$23.9K -1,008 -8%
KL
1249
Kinsight LLC
Alabama
$279K -$3.54K -150 -1%
EM
1250
Excalibur Management
Massachusetts
$279K +$279K +11,805 New
48 49
50
51 52