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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 %
BAM
1376
Barrett Asset Management
New York
$93K +$90.2K +3,816 +3,180%
CPA
1377
Cowen Prime Advisors
New York
$92K -$172K -7,242 -65%
EWM
1378
Endurance Wealth Management
Rhode Island
$90K +$90K +3,810 New
MJP
1379
Michael J. Puzo
$89K -$2.14K -90 -2%
AA
1380
Apriem Advisors
California
$84K +$17.9K +759 +27%
MCM
1381
MV Capital Management
Maryland
$80K – – –
FNYS
1382
First New York Securities
New York
$78K +$30.4K +1,284 +64%
IP
1383
Isthmus Partners
Wisconsin
$78K – – –
WP
1384
WealthPLAN Partners
Nebraska
$70K +$28.1K +1,194 +67%
SFFS
1385
Stonehage Fleming Financial Services
Jersey
$69K – – –
SCM
1386
Seamans Capital Management
Massachusetts
$67.4K – – –
WOC
1387
West Oak Capital
California
$67.4K – – –
TWMP
1388
Taylor Wealth Management Partners
Massachusetts
$64K +$42.7K +1,800 +200%
AC
1389
Alexandria Capital
Virginia
$59K – – –
FMP
1390
Financial Management Professionals
Texas
$58K – – –
AIM
1391
Arcadia Investment Management
Michigan
$56K +$56K +2,400 New
WCM
1392
Wealthcare Capital Management
Virginia
$55K -$14.2K -600 -21%
HA
1393
Harfst & Associates
Wyoming
$55K +$55K +2,310 New
RCG
1394
Ruggie Capital Group
Florida
$52K +$34.9K +1,464 +204%
DRS
1395
Deane Retirement Strategies
Louisiana
$48K -$149K -332,391 -76%
KLWA
1396
Kelly Lawrence W & Associates
California
$45K +$41.9K +1,770 +1,341%
VNA
1397
Valley National Advisers
Pennsylvania
$43K +$6.45K +270 +18%
IC
1398
IKOS CIF
Cyprus
$43K +$43K +1,800 New
MBT
1399
Monroe Bank & Trust
Michigan
$41K – – –
HCM
1400
Highlander Capital Management
New Jersey
$41K – – –
54 55
56
57 58