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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 %
QT
1351
Quantbot Technologies
New York
$166K -$354K -15,024 -68%
HDIM
1352
Hanson & Doremus Investment Management
Vermont
$163K -$14.2K -600 -8%
GWM
1353
Gupta Wealth Management
California
$158K +$21.7K +918 +16%
OSNBOA
1354
Old Second National Bank of Aurora
Illinois
$157K -$142 -6 -0.1%
LWM
1355
Lenox Wealth Management
Ohio
$147K -$2.05K -87 -1%
MFBTD
1356
MB Financial Bank - Trust Department
Illinois
$143K – – –
HIM
1357
Hillsdale Investment Management
Ontario, Canada
$142K -$7.1K -300 -5%
BWA
1358
Burt Wealth Advisors
Maryland
$142K – – –
RCWMU
1359
Rothschild & Co Wealth Management (UK)
United Kingdom
$142K – – –
CFG
1360
CKW Financial Group
Hawaii
$138K -$9.13K -387 -6%
SC
1361
SRB Corp
Massachusetts
$136K -$5.18K -219 -4%
S
1362
SignatureFD
Georgia
$135K -$8.17K -345 -6%
FCCM
1363
First City Capital Management
Georgia
$135K +$5.25K +222 +4%
GWS
1364
Glassman Wealth Services
Virginia
$134K – – –
KA
1365
Klingman & Associates
New York
$133K – – –
EDRS
1366
Edmond de Rothschild (Suisse)
Switzerland
$131K +$131K +5,520 New
M
1367
MOTCO
Texas
$128K – – –
GI
1368
Gradient Investments
Minnesota
$121K +$10.7K +453 +10%
CAL
1369
Capital Analysts LLC
Pennsylvania
$119K +$3.55K +150 +3%
FNBSF
1370
First National Bank Sioux Falls
South Dakota
$113K – – –
HPBT
1371
High Point Bank & Trust
North Carolina
$112K -$48.9K -2,082 -30%
TDC
1372
Thompson Davis & Co
Virginia
$106K +$18.7K +792 +21%
BCM
1373
Blume Capital Management
California
$103K – – –
P
1374
Palladiem
Pennsylvania
$102K -$497 -21 -0.5%
DOA
1375
D'Orazio & Associates
Virginia
$97K +$71 +3 +0.1%
53 54
55
56 57