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 %
PP
151
Prudential plc
United Kingdom
$65.6M -$289M -10,545,990 -82%
ELC
152
Edgar Lomax Company
Virginia
$65.6M -$1.58M -57,675 -2%
State of New Jersey Common Pension Fund D
153
State of New Jersey Common Pension Fund D
New Jersey
$64.5M – – –
O
154
OppenheimerFunds
New York
$62.1M +$24.2M +882,936 +64%
MIP
155
Mondrian Investment Partners
United Kingdom
$61.9M -$2.65M -96,753 -4%
CFC
156
Cincinnati Financial Corp
Ohio
$60.9M – – –
VOYA Investment Management
157
VOYA Investment Management
Georgia
$60M +$978K +35,661 +2%
FQ
158
First Quadrant
California
$58.7M +$25.1M +916,557 +75%
AAMU
159
AEGON Asset Management (UK)
United Kingdom
$57.8M +$52.2M +1,905,750 +943%
TAM
160
Tiverton Asset Management
Delaware
$57.6M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
161
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$57.3M -$5.69M -207,600 -9%
LCS
162
Levin Capital Strategies
New York
$57M +$2.53M +92,235 +5%
GAM
163
Gotham Asset Management
New York
$56.5M +$20.8M +757,248 +58%
PI
164
Putnam Investments
Massachusetts
$56.1M +$5.98M +218,139 +12%
AIG
165
American International Group
New York
$53.9M +$7.41M +270,267 +16%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$53.4M -$17.4M -635,721 -25%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$52.4M +$18.7M +681,900 +56%
GT
168
Glenmede Trust
Pennsylvania
$51.8M +$10.5M +384,516 +26%
AACR
169
ACR Alpine Capital Research
Missouri
$51.7M -$826K -30,120 -2%
RJA
170
Raymond James & Associates
Florida
$51.6M +$4.33M +158,013 +9%
RRAM
171
River Road Asset Management
Kentucky
$51.5M +$2.83M +103,104 +6%
Comerica Bank
172
Comerica Bank
Texas
$51.2M -$52.5M -1,914,816 -51%
SWITC
173
Stewart West Indies Trading Company
Colorado
$51M – – –
CCMH
174
Cornerstone Capital Management Holdings
New York
$50.7M -$2.99M -108,942 -6%
GCM
175
Gabalex Capital Management
New York
$49.4M – – –
5 6
7
8 9