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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 %
BB
1276
Bell Bank
North Dakota
$259K +$19.5K +825 +8%
OAM
1277
Oberweis Asset Management
Illinois
$254K -$14K -594 -5%
STMM
1278
South Texas Money Management
Texas
$252K -$49.5K -2,094 -16%
Koshinski Asset Management
1279
Koshinski Asset Management
Illinois
$252K +$3.68K +156 +1%
QCG
1280
Quadrant Capital Group
Ohio
$251K +$251K +10,749 New
B
1281
Bailard
California
$248K -$95.9K -4,062 -28%
ZIC
1282
ZWJ Investment Counsel
Georgia
$248K -$79K -3,330 -24%
UFG
1283
United Fire Group
Iowa
$248K – – –
SWM
1284
Segment Wealth Management
Texas
$248K +$3.46K +147 +1%
FI
1285
FormulaFolio Investments
Michigan
$248K +$42.4K +1,797 +21%
MMG
1286
Monetary Management Group
Missouri
$246K – – –
SIAM
1287
Sterling Investment Advisors (Missouri)
Missouri
$246K +$3.05K +129 +1%
IIA
1288
IPG Investment Advisors
California
$246K – – –
PPSG
1289
Princeton Portfolio Strategies Group
New Jersey
$245K +$245K +10,350 New
RA
1290
RFG Advisory
Alabama
$245K +$245K +10,371 New
AWA
1291
AmeriServ Wealth Advisors
Pennsylvania
$243K -$98.9K -4,188 -29%
NYLT
1292
New York Life Trust
New York
$243K +$42.7K +1,809 +21%
LIA
1293
LBMC Investment Advisors
Tennessee
$242K +$853 +36 +0.4%
FCBT
1294
First Citizens Bank & Trust
North Carolina
$241K -$34.4K -1,455 -12%
AW
1295
Alpha Windward
Massachusetts
$241K -$2.34K -99 -1%
TWM
1296
Torch Wealth Management
Ohio
$238K – – –
NSIM
1297
North Star Investment Management
Illinois
$235K +$14.2K +600 +6%
CWP
1298
Capital Wealth Planning
Florida
$233K -$178K -7,533 -43%
IWA
1299
Inspirion Wealth Advisors
Illinois
$233K – – –
HCM
1300
Hall Capital Management
Rhode Island
$231K -$92.2K -3,900 -29%
50 51
52
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