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WBA

Walgreens Boots Alliance
WBA

Delisted

WBA was delisted on the 27th of August, 2025.

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1,129 hedge funds and large institutions have $48.8B invested in Walgreens Boots Alliance in 2014 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 329 increasing their positions, 468 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 40 → 80 (+40)

36% more capital invested

Capital invested by funds: $35.8B → $48.8B (+$13B)

23% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.32B

21% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 140

1% more funds holding

Funds holding: 1,114 → 1,129 (+15)

30% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 468

Holders
1,129
Holders Change
+15
Holders Change %
+1.35%
% of All Funds
30.11%
Holding in Top 10
80
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+100%
% of All Funds
2.13%
New
170
Increased
329
Reduced
468
Closed
140
Calls
$1.62B
Puts
$1.32B
Net Calls
+$301M
Net Calls Change
+$150M

Top Buyers

1
KKRC
Kohlberg Kravis Roberts & Co
New York
+$2.91B
2
Capital World Investors
Capital World Investors
California
+$387M
3
LPC
Lone Pine Capital
Connecticut
+$238M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
+$232M
5
State Street
State Street
Massachusetts
+$194M

Top Sellers

1
JP
Jana Partners
New York
-$741M
2
SCP
Soroban Capital Partners
New York
-$206M
3
Bank of America
Bank of America
North Carolina
-$169M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$157M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
701
Carlton Hofferkamp & Jenks Wealth Management
Texas
$990K – – –
JWA
702
JFS Wealth Advisors
Pennsylvania
$989K – – –
FNBT
703
FineMark National Bank & Trust
Florida
$978K +$306K +4,584 +56%
RTIM
704
Round Table Investment Management
North Carolina
$975K +$388K +5,800 +83%
PP
705
Paloma Partners
Connecticut
$972K -$1.13M -16,887 -57%
Dodge & Cox
706
Dodge & Cox
California
$972K +$12K +180 +1%
SC
707
Savant Capital
Illinois
$968K -$7.69K -115 -0.9%
WF
708
WealthTrust Fairport
Ohio
$965K – – –
MCM
709
Murphy Capital Management
New Jersey
$963K -$77.5K -1,160 -8%
ATC
710
Argent Trust Co
Tennessee
$959K +$841K +12,583 New
MPI
711
Mairs & Power Inc
Minnesota
$952K -$6.68K -100 -0.8%
ICAS
712
Investors Capital Advisory Services
Massachusetts
$952K +$40.4K +605 +5%
RHJA
713
Rice Hall James & Associates
California
$949K – – –
OMCS
714
Old Mutual Customised Solutions
South Africa
$937K +$120K +1,800 +17%
CC
715
Capital Counsel
New York
$931K – – –
NG
716
Northstar Group
New York
$929K +$804K +12,025 New
MFS
717
MSI Financial Services
Massachusetts
$926K -$143K -2,133 -15%
ANRIA
718
American National Registered Investment Advisor
Texas
$923K -$2.67K -40 -0.3%
WSTAM
719
Wilbanks Smith & Thomas Asset Management
Virginia
$922K +$102K +1,529 +14%
OCM
720
One Capital Management
California
$921K – – –
CNC
721
Citizens & Northern Corp
Pennsylvania
$916K -$612K -9,148 -43%
SAS
722
Spectrum Advisory Services
Georgia
$915K – – –
BCM
723
Beck Capital Management
Texas
$903K +$22.8K +341 +3%
CHAM
724
Clear Harbor Asset Management
Connecticut
$902K +$10.4K +155 +1%
GIP
725
Granite Investment Partners
California
$900K – – –
27 28
29
30 31

WBA Hedge Fund Activity: Q4 2014 in Review

1,129 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q4 2014, worth a combined $48.8B — up 36% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new WBA positions and 140 closed out — a net gain of 30 holders — while 329 added to existing stakes and 468 trimmed.

The largest buyer was Kohlberg Kravis Roberts & Co, adding an estimated $2.91B. The largest seller was Jana Partners, exiting entirely with an estimated $741M sold.

  • 1,129 institutional investors held Walgreens Boots Alliance (WBA) as of Q4 2014, up from 1,114 in Q3 2014.
  • Funds reported $48.8B of Walgreens Boots Alliance stock for Q4 2014, up 36% quarter-over-quarter.
  • 170 funds opened new Walgreens Boots Alliance positions in Q4 2014 and 140 closed out, a net change of +30 holders.
  • The largest Walgreens Boots Alliance buyer in Q4 2014 was Kohlberg Kravis Roberts & Co, an estimated $2.91B added.
  • The largest Walgreens Boots Alliance seller in Q4 2014 was Jana Partners, an estimated $741M sold.

Based on aggregated 13F filings for Q4 2014.