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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 %
HHMI
1526
Howard Hughes Medical Institute
Maryland
– -$250K -9,102 Closed
BST
1527
Bath Savings Trust
Maine
– -$249K -9,060 Closed
JWM
1528
Jackson Wealth Management
Florida
– -$243K -8,880 Closed
BBNB
1529
Baker Boyer National Bank
Washington
– -$232K -8,448 Closed
TNB
1530
Thomasville National Bank
Georgia
– -$231K -8,421 Closed
SRAM
1531
Stone Ridge Asset Management
New York
– -$230K -8,400 Closed
SFSIG
1532
San Francisco Sentry Investment Group
California
– -$229K -8,358 Closed
NAMP
1533
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$229K -8,340 Closed
DCM
1534
Donaldson Capital Management
Indiana
– -$226K -8,247 Closed
JPTCCM
1535
J.P. Turner & Co Capital Management
Georgia
– -$224K -8,166 Closed
SAM
1536
Strategy Asset Managers
California
– -$222K -8,106 Closed
CCMG
1537
Clark Capital Management Group
Pennsylvania
– -$222K -8,103 Closed
SL
1538
Summitry LLC
California
– -$222K -8,100 Closed
SCM
1539
Stonebridge Capital Management
California
– -$223K -8,100 Closed
MCC
1540
Mid Continent Capital
Illinois
– -$221K -8,070 Closed
AMIM
1541
Aull & Monroe Investment Management
Alabama
– -$220K -8,040 Closed
BBI
1542
Baxter Bros Inc
Connecticut
– -$220K -8,016 Closed
SGK
1543
Steigerwald Gordon & Koch
Virginia
– -$206K -8,010 Closed
RMA
1544
Roffman Miller Associates
Pennsylvania
– -$215K -7,848 Closed
MTC
1545
McDaniel Terry & Co
Texas
– -$215K -7,824 Closed
NEPWA
1546
New England Private Wealth Advisors
Massachusetts
– -$210K -7,815 Closed
CA
1547
Cambridge Advisors
Nebraska
– -$214K -7,800 Closed
TC
1548
Telemus Capital
Michigan
– -$214K -7,797 Closed
TC
1549
Taylor Cottrill
New Hampshire
– -$202K -7,365 Closed
CRIG
1550
Charter Research & Investment Group
Connecticut
– -$201K -7,329 Closed
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