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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1401
Riverhead Capital Management
Delaware
$114K -$5.1M -886,143 -98%
SEC
1402
Seven Eight Capital
New York
$111K +$111K +4,572 New
APSP
1403
Asset Planning Services (Pennsylvania)
Pennsylvania
$110K – – –
CFG
1404
CKW Financial Group
Hawaii
$110K – – –
WI
1405
Wintrust Investments
Illinois
$106K +$106K +54,081 New
ACM
1406
Americafirst Capital Management
California
$106K +$106K +4,341 New
MUS
1407
Mitsubishi UFJ Securities
Japan
$104K +$55.3K +2,280 +113%
VCM
1408
Vigilant Capital Management
Maine
$100K +$92.7K +3,810 +1,270%
SCM
1409
Southport Capital Management
Tennessee
$100K +$100K +4,110 New
FNBSF
1410
First National Bank Sioux Falls
South Dakota
$98K – – –
EWM
1411
Endurance Wealth Management
Rhode Island
$98K – – –
WA
1412
Winfield Associates
Ohio
$98K +$3.64K +150 +4%
BCM
1413
Blume Capital Management
California
$98K +$6.15K +252 +7%
NCM
1414
Nelson Capital Management
California
$94K +$16.7K +687 +22%
MWM
1415
MinichMacGregor Wealth Management
New York
$93K -$1.09K -45 -1%
TJHA
1416
Thomas J. Herzfeld Advisors
Florida
$92K +$50.3K +2,070 +121%
CPA
1417
Cowen Prime Advisors
New York
$87K – – –
MFBTD
1418
MB Financial Bank - Trust Department
Illinois
$86K -$14.6K -600 -15%
CFA
1419
CT Financial Advisors
Pennsylvania
$85.8K -$111K -4,545 -56%
JFA
1420
JNBA Financial Advisors
Minnesota
$84K – – –
AOWM
1421
Alpha Omega Wealth Management
Virginia
$84K – – –
KTC
1422
Kistler-Tiffany Companies
Pennsylvania
$84K +$49.8K +2,055 +146%
HPBT
1423
High Point Bank & Trust
North Carolina
$83K -$10.9K -450 -12%
MCM
1424
MV Capital Management
Maryland
$82K – – –
LWM
1425
Lenox Wealth Management
Ohio
$81K -$14.3K -588 -15%
55 56
57
58 59