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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 %
SM
1326
Stratton Management
Pennsylvania
$211K -$16K -675 -7%
WFMPM
1327
Woodley Farra Manion Portfolio Management
Indiana
$211K +$11.6K +492 +6%
BRWM
1328
B. Riley Wealth Management
Tennessee
$210K -$49.4K -2,100 -19%
MRCM
1329
M&R Capital Management
New Jersey
$210K -$42.4K -1,788 -17%
OA
1330
Oxbow Advisors
Texas
$207K +$6.75K +285 +3%
FWM
1331
Focused Wealth Management
New York
$206K -$238K -10,068 -54%
USGIU
1332
U.S. Global Investors (USGI)
Texas
$206K – – –
DW
1333
Domani Wealth
Pennsylvania
$205K +$185K +7,803 +916%
GAM
1334
Gemmer Asset Management
California
$203K -$1.14K -48 -0.6%
FSA
1335
Franklin Street Advisors
North Carolina
$201K -$208K -8,790 -51%
DCLA
1336
Douglas C. Lane & Associates
New York
$201K -$19.6K -828 -9%
FNFDCM
1337
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$201K – – –
CA
1338
CapWealth Advisors
Tennessee
$198K -$11.8K -501 -6%
VIA
1339
Vantage Investment Advisors
Pennsylvania
$197K -$2.9M -122,745 -94%
HI
1340
Hudock Inc
Pennsylvania
$190K -$5.46K -231 -3%
KT
1341
Kanaly Trust
Texas
$189K -$28.1K -1,191 -13%
EDRH
1342
Edmond de Rothschild Holding
Switzerland
$188K +$188K +7,947 New
PR
1343
Payden & Rygel
California
$186K – – –
CPIG
1344
Chicago Partners Investment Group
Illinois
$185K +$83.7K +3,186 +83%
FANJ
1345
Financial Architects (New Jersey)
New Jersey
$179K -$12.8K -543 -7%
ECM
1346
Estabrook Capital Management
New York
$177K – – –
KPCM
1347
Kings Point Capital Management
New York
$171K -$7.11K -300 -4%
WA
1348
WealthTrust-Arizona
Arizona
$171K – – –
HFM
1349
Hartford Financial Management
Connecticut
$168K -$7.07K -300 -4%
Manulife (Manufacturers Life Insurance)
1350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K +$2.51K +105,981 +2%
52 53
54
55 56