WMT icon

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 %
BCB
1251
Brian C. Broderick
$278K -$9.06K -384 -3%
CIP
1252
Champlain Investment Partners
Vermont
$277K +$277K +11,700 New
CBOR
1253
Community Bank of Raymore
Missouri
$276K -$35.4K -1,500 -11%
WI
1254
Wedgewood Investors
Pennsylvania
$276K – – –
TIC
1255
Trees Investment Counsel
Illinois
$275K – – –
RMDI
1256
R.M. Davis Inc
Maine
$275K +$6.39K +270 +2%
HBT
1257
Hills Bank & Trust
Iowa
$275K +$8.98K +381 +3%
PWM
1258
Perigon Wealth Management
California
$274K -$44.8K -1,896 -14%
1IA
1259
1834 Investment Advisors
Wisconsin
$274K +$4.61K +195 +2%
TB
1260
Terril Brothers
Missouri
$272K -$563K -23,721 -67%
BBA
1261
BLB&B Advisors
Pennsylvania
$271K -$71 -3 -0%
TAM
1262
Trillium Asset Management
Massachusetts
$270K – – –
BOS
1263
Bingham Osborn & Scarborough
California
$269K +$35.1K +1,485 +15%
LCOV
1264
London Company of Virginia
Virginia
$267K -$957K -40,464 -78%
GAM
1265
Garrison Asset Management
Arkansas
$267K -$298K -12,612 -53%
AF
1266
Allworth Financial
California
$267K +$355 +15 +0.1%
BBPWM
1267
Blue Bell Private Wealth Management
Pennsylvania
$266K – – –
TCM
1268
Tradewinds Capital Management
Washington
$265K +$2.2K +93 +0.8%
MLL
1269
Moody Lynn & Lieberson
Massachusetts
$264K – – –
BCM
1270
Buckhead Capital Management
Georgia
$264K +$2.91K +123 +1%
PFS
1271
Prospera Financial Services
Texas
$263K -$36.3K -1,659 -12%
GIP
1272
Granite Investment Partners
California
$263K – – –
AF
1273
Affiance Financial
Minnesota
$263K – – –
BCMIO
1274
Beacon Capital Management Inc (Ohio)
Ohio
$262K -$32K -1,350 -11%
FDS
1275
First Dallas Securities
Texas
$261K -$2.99M -126,786 -92%
49 50
51
52 53