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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 %
ACM
1301
Alpha Capital Management
Texas
$231K -$85.3K -3,612 -27%
CBT
1302
Central Bank & Trust
Kentucky
$231K -$64.6K -2,727 -22%
LSA
1303
L & S Advisors
California
$231K +$231K +9,750 New
SAMC
1304
Spectrum Asset Management (California)
California
$230K -$18.4K -780 -7%
SGA
1305
Strategic Global Advisors
California
$230K – – –
WIC
1306
Wilkins Investment Counsel
Massachusetts
$227K – – –
CT
1307
Coastline Trust
Rhode Island
$223K -$88.8K -3,750 -28%
NEPPG
1308
New England Professional Planning Group
Rhode Island
$223K -$4.67K -198 -2%
SS
1309
Sunbelt Securities
Texas
$222K +$1.28K +54 +0.6%
MFW
1310
Meristem Family Wealth
Minnesota
$222K +$34.9K +1,473 +19%
IAMOG
1311
Investors Asset Management of Georgia
Georgia
$221K -$2.48K -105 -1%
PWAP
1312
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$8.88K +375 +4%
LC
1313
Loews Corp
New York
$220K +$220K +9,300 New
RCM
1314
Rotella Capital Management
Washington
$219K -$147K -6,231 -40%
MBT
1315
Montecito Bank & Trust
California
$219K – – –
AL
1316
Aspiriant LLC
California
$219K +$219K +9,261 New
NL
1317
NWAM LLC
Washington
$218K +$218K +9,000 New
CAM
1318
Congress Asset Management
Massachusetts
$217K -$6.09K -258 -3%
JIR
1319
James Investment Research
Ohio
$216K -$181K -7,644 -46%
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$215K -$7.11K -300 -3%
ZCA
1321
Zeke Capital Advisors
Pennsylvania
$213K -$240K -10,122 -53%
PC
1322
Pecaut & Co
Iowa
$213K -$28.4K -1,200 -12%
NFGCM
1323
Norman Fields Gottscho Capital Management
New York
$213K – – –
BSB
1324
Bangor Savings Bank
Maine
$213K +$2.35K +99 +1%
PP
1325
Pegasus Partners
Wisconsin
$213K +$213K +9,000 New
51 52
53
54 55