WMT icon

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 %
RFS
126
Rockefeller Financial Services
New York
$91.8M -$17.5M -639,993 -16%
MG
127
Markel Group
Virginia
$90.3M – – –
TGCM
128
Tukman Grossman Capital Management
California
$90.1M -$3.11M -113,400 -3%
GIA
129
Gateway Investment Advisers
Ohio
$89.9M -$30.4K -1,107 -0%
CA
130
Commerzbank Aktiengesellschaft
Germany
$89.5M +$1.67M +60,924 +2%
LSV Asset Management
131
LSV Asset Management
Illinois
$88.4M +$1.65M +60,300 +2%
PAM
132
Panagora Asset Management
Massachusetts
$87.4M +$42.3M +1,542,759 +94%
N
133
Natixis
France
$86.9M -$11.8M -429,582 -12%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$84.2M +$1.38M +50,280 +2%
VFA
135
Virtus Fund Advisers
Connecticut
$83.7M -$15.1M -550,290 -15%
MAM
136
Magellan Asset Management
Australia
$83.2M -$374M -13,658,208 -82%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$82.8M -$4.09M -149,142 -5%
AAM
138
Aberdeen Asset Management
United Kingdom
$82.4M +$4.21M +153,513 +5%
WI
139
WBI Investments
New Jersey
$82.2M +$82.2M +2,998,500 New
TBC
140
Tweedy, Browne Co
Connecticut
$80.3M -$1.09M -39,759 -1%
CP
141
Coho Partners
Pennsylvania
$80.3M +$7.11M +259,497 +10%
Two Sigma Investments
142
Two Sigma Investments
New York
$78.1M +$74.5M +2,719,119 +2,073%
DRZID
143
DePrince Race & Zollo Inc (DRZ)
Florida
$77.1M +$2.51M +91,707 +3%
Aviva
144
Aviva
United Kingdom
$76.7M +$11.1M +406,401 +17%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$73.6M -$947K -34,527 -1%
SAM
146
Sawgrass Asset Management
Florida
$73.6M -$1.16M -42,150 -2%
AG
147
Aperio Group
California
$71.1M +$4.07M +148,392 +6%
CIC
148
Crawford Investment Counsel
Georgia
$68M -$849K -30,972 -1%
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$68M +$363K +13,230 +0.5%
ACI
150
AMP Capital Investors
Australia
$66.7M -$245K -8,901 -0.4%
4 5
6
7 8