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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 %
MNA
201
Manning & Napier Advisors
New York
$40.8M +$730K +26,637 +2%
SEI Investments
202
SEI Investments
Pennsylvania
$40.7M +$4.22M +153,786 +12%
MAM
203
Martingale Asset Management
Massachusetts
$40.5M +$7.27M +264,996 +22%
BCM
204
Becker Capital Management
Oregon
$39.1M +$412K +15,033 +1%
CI
205
Cincinnati Insurance
Ohio
$38.8M – – –
VRS
206
Virginia Retirement Systems
Virginia
$38.7M -$16.9K -615 -0%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$38.5M +$1,000K +36,468 +3%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$38.2M +$200K +7,281 +0.5%
DC
209
Davenport & Co
Virginia
$38M +$406K +14,823 +1%
FMI
210
Factory Mutual Insurance
Massachusetts
$37.5M – – –
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$36.7M +$36M +1,313,229 +5,145%
TG
212
TCW Group
California
$36.6M +$232K +8,463 +0.6%
First Trust Advisors
213
First Trust Advisors
Illinois
$36.5M +$5.9M +215,331 +19%
HCM
214
Huber Capital Management
California
$36.3M -$765K -27,900 -2%
RAM
215
RWC Asset Management
United Kingdom
$36.1M +$1.23M +44,832 +4%
SB
216
Suntrust Banks
Georgia
$35.7M +$2.14M +78,126 +6%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$35.4M +$13.1K +477 +0%
Federated Hermes
218
Federated Hermes
Pennsylvania
$35.2M +$16.5M +601,521 +88%
KCM
219
Kornitzer Capital Management
Kansas
$34.7M -$178K -6,477 -0.5%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$34.7M +$814K +29,700 +2%
Nuveen Asset Management
221
Nuveen Asset Management
Illinois
$34.3M +$2.67M +97,482 +8%
HFS
222
HL Financial Services
Kentucky
$33.5M -$20.6M -750,108 -38%
RIG
223
Roosevelt Investment Group
New York
$32.8M +$18.9M +688,662 +135%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$32.7M -$595K -21,717 -2%
M&T Bank
225
M&T Bank
New York
$32.6M -$1.01M -36,927 -3%
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