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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 %
HR
1451
Howe & Rusling
New York
$6K -$14.1K -600 -70%
PCTC
1452
Perkins Coie Trust Company
Washington
$6K – – –
MIM
1453
Macroview Investment Management
Maryland
$5K – – –
IF
1454
Ironwood Financial
Arizona
$5K – – –
AT
1455
Arden Trust
Delaware
$4.57K +$156 +6,603 +4%
OSAM
1456
O'Shaughnessy Asset Management
Connecticut
$4K -$7.26K -294 -64%
AWM
1457
AllSquare Wealth Management
New York
$4K +$4K +165 New
GWA
1458
Genesis Wealth Advisors
Massachusetts
$3.55K -$41.5K -1,755 -92%
UFA
1459
US Financial Advisors
Massachusetts
$2K -$18.4K -909 -90%
SGAM
1460
Smith Group Asset Management
Texas
$2K – – –
PRS
1461
Pinkerton Retirement Specialists
Idaho
$2K +$2K +90 New
LM
1462
Lincluden Management
Ontario, Canada
$1.85K -$534 -22,575 -22%
WBG
1463
Wharton Business Group
Pennsylvania
$737 +$737 +31,170 New
FNBOO
1464
First National Bank of Omaha
Nebraska
$632 – – –
FHC
1465
First Heartland Consultants
Missouri
$509 +$4 +171 +0.8%
1GA
1466
1st Global Advisors
Texas
$389 -$23 -984 -6%
Capital World Investors
1467
Capital World Investors
California
– -$370M -13,500,000 Closed
DCM
1468
Discovery Capital Management
Connecticut
– -$292M -10,658,931 Closed
MAM
1469
Magellan Asset Management
Australia
– -$83.2M -3,033,855 Closed
WI
1470
WBI Investments
New Jersey
– -$82.2M -2,998,500 Closed
LCS
1471
Levin Capital Strategies
New York
– -$57M -2,079,072 Closed
Select Equity Group
1472
Select Equity Group
New York
– -$20.7M -756,738 Closed
IP
1473
Interval Partners
New York
– -$20.6M -750,000 Closed
CGI
1474
CI Global Investments
California
– -$16.5M -600,000 Closed
LG
1475
Leuthold Group
Minnesota
– -$14M -508,998 Closed
57 58
59
60 61