WMT icon

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 %
IMOV
1251
Investment Management of Virginia
Virginia
$303K – – –
LSA
1252
L & S Advisors
California
$303K +$65.7K +2,700 +28%
NPA
1253
Nichols & Pratt Advisers
Massachusetts
$302K – – –
VF
1254
Virtu Financial
New York
$301K -$784K -32,247 -72%
JIC
1255
Joel Isaacson & Co
New York
$301K -$76.8K -3,153 -20%
MCM
1256
MAI Capital Management
Ohio
$300K +$2.99K +123 +1%
CWA
1257
Cypress Wealth Advisors
California
$300K +$8.04K +330 +3%
WTB
1258
Washington Trust Bank
Washington
$295K -$21.9K -900 -7%
SCCM
1259
Schafer Cullen Capital Management
New York
$294K +$67.1K +2,757 +30%
MA
1260
MCF Advisors
Kentucky
$293K +$2.7K +111 +0.9%
LI
1261
Longer Investments
Arkansas
$292K -$146K -6,000 -33%
PGCM
1262
Prescott Group Capital Management
Oklahoma
$292K – – –
SGAM
1263
Steinberg Global Asset Management
Florida
$291K – – –
CCFCSB
1264
Cape Cod Five Cents Savings Bank
Massachusetts
$291K +$27.5K +1,125 +10%
TI
1265
Truepoint Inc
Ohio
$289K – – –
PG
1266
Patten Group
Tennessee
$288K -$3.51K -144 -1%
VSWA
1267
Vontobel Swiss Wealth Advisors
Switzerland
$288K – – –
DCM
1268
Driehaus Capital Management
Illinois
$286K -$475K -19,530 -62%
CT
1269
Chicago Trust
Illinois
$285K -$3.65K -150 -1%
CNC
1270
Citizens & Northern Corp
Pennsylvania
$283K -$22.1K -909 -7%
IA
1271
Independence Advisors
Pennsylvania
$283K +$283K +11,640 New
MA
1272
Marshwinds Advisory
Georgia
$282K – – –
PIA
1273
Peachtree Investment Advisors
Georgia
$281K -$115K -4,719 -29%
Aristotle Capital Management
1274
Aristotle Capital Management
California
$281K -$94.9K -3,900 -25%
GC
1275
Grimes & Company
Massachusetts
$281K -$14.6K -600 -5%
49 50
51
52 53