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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 %
SHJ
1476
Sharkey, Howes & Javer
Colorado
$7K – – –
SCA
1477
Stuart Chaussee & Associates
California
$7K – – –
PCTC
1478
Perkins Coie Trust Company
Washington
$6K – – –
CIM
1479
Contravisory Investment Management
Massachusetts
$6K +$3.75K +150 +167%
AT
1480
Arden Trust
Delaware
$5.08K -$181 -7,431 -3%
CFA
1481
Camarda Financial Advisors
Florida
$5K – – –
IR
1482
Invictus RG
Bermuda
$4K +$4K +150 New
CWM
1483
Cedar Wealth Management
California
$4K +$4K +165 New
BAM
1484
Barrett Asset Management
New York
$3K -$95.4K -3,816 -97%
MDCM
1485
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +120 New
WAS
1486
WESPAC Advisors SoCal
California
$2.12K – – –
MIM
1487
Macroview Investment Management
Maryland
$2K – – –
NR
1488
Newfound Research
Massachusetts
$2K +$2K +81 New
PRCM
1489
Pine River Capital Management
Minnesota
$1.01K +$1.01K +41,505 New
WCM
1490
Wealthcare Capital Management
Virginia
$1K – – –
CAM
1491
ClariVest Asset Management
California
$1K +$500 +24 +100%
FHC
1492
First Heartland Consultants
Missouri
$739 +$111 +4,572 +18%
AGA
1493
Altrinsic Global Advisors
Connecticut
– -$71.2M -3,118,206 Closed
Tudor Investment Corp
1494
Tudor Investment Corp
Connecticut
– -$36M -1,575,000 Closed
WG
1495
Winton Group
United Kingdom
– -$15.1M -661,068 Closed
CI Investments Inc
1496
CI Investments Inc
Ontario, Canada
– -$13.7M -600,300 Closed
PWAG
1497
Polaris Wealth Advisory Group
California
– -$12.7M -557,664 Closed
UIM
1498
USS Investment Management
United Kingdom
– -$6.37M -279,048 Closed
PP
1499
Peconic Partners
New York
– -$5.14M -225,000 Closed
HIM
1500
Hanlon Investment Management
New Jersey
– -$5.1M -223,305 Closed
58 59
60
61 62