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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 %
NIT
1501
NumerixS Investment Technologies
British Columbia, Canada
– -$567K -19,800 Closed
CCB
1502
Cutter & Co Brokerage
Missouri
– -$543K -18,954 Closed
NA
1503
Navellier & Associates
Nevada
– -$537K -18,750 Closed
RCM
1504
Reynolds Capital Management
Nevada
– -$515K -18,000 Closed
ST
1505
Sageworth Trust
Pennsylvania
– -$493K -17,226 Closed
BFIM
1506
Beese Fulmer Investment Management
Ohio
– -$417K -14,571 Closed
MGIA
1507
Moneta Group Investment Advisors
Missouri
– -$331K -11,565 Closed
DSAM
1508
Dock Street Asset Management
Florida
– -$329K -11,505 Closed
JDR
1509
Jay D. Rosenbaum
– -$329K -11,493 Closed
QC
1510
QCM Cayman
Texas
– -$329K -11,484 Closed
VF
1511
Virtu Financial
New York
– -$298K -10,419 Closed
PHK
1512
Point72 Hong Kong
Hong Kong
– -$282K -9,855 Closed
WAM
1513
Wolverine Asset Management
Illinois
– -$254K -8,898 Closed
FIB
1514
First Interstate Bank
Montana
– -$253K -8,838 Closed
C
1515
CFO4Life
Texas
– -$243K -8,481 Closed
HP
1516
HT Partners
Connecticut
– -$236K -8,241 Closed
DIA
1517
Dana Investment Advisors
Wisconsin
– -$234K -8,157 Closed
CCM
1518
Coldstream Capital Management
Washington
– -$233K -8,151 Closed
GAG
1519
GM Advisory Group
New York
– -$229K -8,010 Closed
JWBC
1520
J.W. Burns & Co
New York
– -$224K -7,824 Closed
CIP
1521
Champlain Investment Partners
Vermont
– -$223K -7,800 Closed
CI
1522
Chartist Inc
California
– -$220K -7,635 Closed
SIG
1523
Sky Investment Group
Connecticut
– -$208K -7,263 Closed
MIP
1524
Marietta Investment Partners
Wisconsin
– -$206K -7,200 Closed
KFA
1525
Kelleher Financial Advisors
New York
– -$206K -7,200 Closed
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