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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 %
SCP
1501
Scoria Capital Partners
Connecticut
– -$1.44M -52,500 Closed
FAAM
1502
First Allied Asset Management
California
– -$1.36M -49,905 Closed
AR
1503
Advisory Research
Illinois
– -$1.34M -48,795 Closed
Arrowstreet Capital
1504
Arrowstreet Capital
Massachusetts
– -$1.26M -45,900 Closed
EGM
1505
Engineers Gate Manager
New York
– -$1.08M -39,276 Closed
EA
1506
Emerald Advisers
Pennsylvania
– -$893K -33,867 Closed
DMC
1507
Drexel Morgan & Co
Pennsylvania
– -$902K -32,898 Closed
ICM
1508
IMS Capital Management
Oregon
– -$887K -32,364 Closed
EP
1509
Edgestream Partners
New Jersey
– -$757K -27,612 Closed
QAM
1510
Quantres Asset Management
Cayman Islands
– -$650K -23,700 Closed
ECM
1511
Evergreen Capital Management
Washington
– -$625K -22,800 Closed
Verition Fund Management
1512
Verition Fund Management
Connecticut
– -$608K -22,173 Closed
NIMI
1513
Natixis Investment Managers International
France
– -$561K -20,457 Closed
OCG
1514
Opus Capital Group
Ohio
– -$458K -16,698 Closed
BGDI
1515
BW Gestao de Investimentos
Brazil
– -$452K -16,500 Closed
NPF
1516
Norris Perne & French
Michigan
– -$430K -15,681 Closed
SWA
1517
SFMG Wealth Advisors
Texas
– -$381K -13,893 Closed
AH
1518
Achievement Holdings
Illinois
– -$345 -12,600 Closed
SSWM
1519
Smith Salley Wealth Management
North Carolina
– -$331K -12,060 Closed
BGA
1520
Belmont Global Advisors
Texas
– -$329K -12,000 Closed
EWA
1521
Exencial Wealth Advisors
Oklahoma
– -$293K -11,100 Closed
OMC
1522
Overbrook Management Corp
New York
– -$280K -10,200 Closed
PAG
1523
Pinnacle Advisory Group
Maryland
– -$279K -10,185 Closed
EAM
1524
Evanson Asset Management
California
– -$269K -9,801 Closed
ANBTV
1525
American National Bank & Trust (Virginia)
Virginia
– -$257K -9,375 Closed
59 60
61
62 63