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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
Bank of America
Bank of America
North Carolina
+$458M
3
DCM
Discovery Capital Management
Connecticut
+$292M
4
Invesco
Invesco
Georgia
+$291M
5
Citigroup
Citigroup
New York
+$267M

Top Sellers

1
State Street
State Street
Massachusetts
-$446M
2
MAM
Magellan Asset Management
Australia
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$342M
4
Harris Associates
Harris Associates
Illinois
-$313M
5
PP
Prudential plc
United Kingdom
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
GXMC
1451
Global X Management Company
New York
$18K -$2.41K -87 -12%
RBC
1452
Roble Belko & Company
Pennsylvania
$18K +$18K +666 New
TRCT
1453
Tower Research Capital (TRC)
New York
$16K -$113K -4,236 -88%
CP
1454
Corbenic Partners
Pennsylvania
$16K – – –
HF
1455
Hoxton Financial
West Virginia
$16K – – –
OAJ
1456
Ogorek Anthony Joseph
New York
$14K – – –
TCM
1457
TD Capital Management
Tennessee
$14K – – –
OSAM
1458
O'Shaughnessy Asset Management
Connecticut
$13K -$3.1M -108,903 -100%
RAM
1459
Riggs Asset Management
Pennsylvania
$13K – – –
WA
1460
Winfield Associates
Ohio
$11K – – –
AA
1461
AlphaMark Advisors
Kentucky
$10K – – –
GP
1462
GLG Partners
United Kingdom
$9K +$9K +339 New
VCM
1463
Vigilant Capital Management
Maine
$8K +$8K +300 New
SHJ
1464
Sharkey, Howes & Javer
Colorado
$8K +$8K +300 New
UB
1465
UMB Bank
Missouri
$7.94K +$182 +6,654 +2%
PCTC
1466
Perkins Coie Trust Company
Washington
$7K – – –
MIM
1467
Macroview Investment Management
Maryland
$6K -$240 -9 -4%
AT
1468
Arden Trust
Delaware
$5.11K +$2.29K +83,409 +81%
IF
1469
Ironwood Financial
Arizona
$5K -$234 -9 -4%
KLWA
1470
Kelly Lawrence W & Associates
California
$4K – – –
DW
1471
Domani Wealth
Pennsylvania
$3.45K +$3.45K +852 New
BAM
1472
Barrett Asset Management
New York
$3K -$26.3K -1,050 -90%
EWM
1473
Edge Wealth Management
New York
$3K -$3.6K -144 -55%
SGAM
1474
Smith Group Asset Management
Texas
$2K – – –
SEC
1475
Seven Eight Capital
New York
$2K – – –
57 58
59
60 61