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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
$367M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$589M
3
Citadel Advisors
Citadel Advisors
Florida
$152M
4
Deutsche Bank
Deutsche Bank
Germany
$588M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$283M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$11.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
3
Capital World Investors
Capital World Investors
California
$0
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.37M
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1401
Nelson Capital Management
California
$40K – – –
AIA
1402
Alerus Investment Advisors
Minnesota
$40K – – –
RAM
1403
Riggs Asset Management
Pennsylvania
$40K +$28.7K +1,215 +253%
TFO
1404
Tarbox Family Office
California
$37K -$429 -18 -1%
IWC
1405
Integrated Wealth Counsel
California
$37K – – –
Nuveen Asset Management
1406
Nuveen Asset Management
Illinois
$36.4K +$6.83K +288,816 +23%
CHP
1407
Cable Hill Partners
Oregon
$36K -$1.35K -54 -4%
CWM
1408
Cranbrook Wealth Management
Michigan
$36K – – –
AP
1409
Atwood & Palmer
Missouri
$35K – – –
SMG
1410
Spectrum Management Group
Indiana
$35K – – –
KTC
1411
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
CFSG
1412
Community Financial Services Group
Vermont
$31K -$4.15K -177 -12%
SIG
1413
Stanford Investment Group
California
$31K – – –
IMS
1414
Index Management Solutions
Pennsylvania
$31K +$7.61K +324 +33%
AWM
1415
Avior Wealth Management
Nebraska
$30K – – –
EDRE
1416
Edmond de Rothschild (Europe)
Luxembourg
$29K +$29K +1,227 New
HCC
1417
Hirtle Callaghan & Co
Pennsylvania
$29K +$29K +1,251 New
BAM
1418
Brave Asset Management
New Jersey
$28K – – –
BKA
1419
Brick & Kyle Associates
Pennsylvania
$28K – – –
CAL
1420
Capital Advisors Ltd
Ohio
$27K +$27K +1,158 New
OC
1421
Oakworth Capital
Alabama
$26K – – –
PTC
1422
Philadelphia Trust Company
Pennsylvania
$25.2K +$25.2K +5,361 New
NC
1423
NewSquare Capital
Pennsylvania
$25K – – –
JFA
1424
JNBA Financial Advisors
Minnesota
$22K – – –
LWA
1425
Lowe Wealth Advisors
Maryland
$22K +$282 +12 +1%
55 56
57
58 59