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Walmart
WMT

Overview Fund Activity

1,467 hedge funds and large institutions have $84.2B invested in Walmart in 2014 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 491 increasing their positions, 598 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+105
Holders Change %
+7.71%
% of All Funds
39.15%
Holding in Top 10
96
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+52.38%
% of All Funds
2.56%
New
177
Increased
491
Reduced
598
Closed
57
Calls
$1.41B
Puts
$1.25B
Net Calls
+$162M
Net Calls Change
-$174M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$592M
2
State Street
State Street
Massachusetts
+$338M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$238M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$203M
5
Wells Fargo
Wells Fargo
California
+$188M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$654M
2
MAM
Magellan Asset Management
Australia
-$644M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$515M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$305M
5
Citigroup
Citigroup
New York
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
276
Bridgeway Capital Management
Texas
$22.4M -$909K -31,740 -4%
Select Equity Group
277
Select Equity Group
New York
$21.3M -$38.5K -1,344 -0.2%
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$21.3M -$1.37M -47,928 -6%
SCP
279
Seizert Capital Partners
Michigan
$21.2M +$4.38M +153,105 +26%
Janus Henderson Group
280
Janus Henderson Group
United Kingdom
$20.9M -$909K -31,731 -4%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$20.7M – – –
OTPPB
282
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20.6M -$4.16M -145,254 -17%
FMW
283
Farr Miller & Washington
District of Columbia
$20.6M +$781K +27,276 +4%
FFIC
284
First Fiduciary Investment Counsel
Ohio
$20.5M +$431K +15,060 +2%
Mitsubishi UFJ Asset Management
285
Mitsubishi UFJ Asset Management
Japan
$20.5M -$2.42M -84,576 -11%
Calamos Advisors
286
Calamos Advisors
Illinois
$20.1M +$90K +3,144 +0.4%
Federated Hermes
287
Federated Hermes
Pennsylvania
$19.5M -$5.09M -177,729 -21%
HIMC
288
Heritage Investors Management Corp
Maryland
$19.5M -$275K -9,612 -1%
TU
289
TDAM USA
Ontario, Canada
$19.5M -$640K -22,362 -3%
Connor, Clark & Lunn Investment Management (CC&L)
290
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.4M -$4.71M -164,610 -20%
SW
291
SVB Wealth
Massachusetts
$19.2M +$19.2M +670,464 New
VanEck Associates
292
VanEck Associates
New York
$19M +$11.1M +388,326 +140%
CC
293
Colrain Capital
Massachusetts
$19M -$2.74M -95,700 -13%
CNB
294
City National Bank
California
$18.4M -$1.25M -43,722 -6%
CIC
295
Chilton Investment Company
Connecticut
$18.2M +$327K +11,412 +2%
NAM
296
North American Management
Massachusetts
$18.1M -$158K -5,520 -0.9%
PP
297
Palladium Partners
Virginia
$18.1M +$16.2K +567 +0.1%
PFM
298
Parsec Financial Management
North Carolina
$18.1M +$474K +16,542 +3%
VFAM
299
Valley Forge Asset Management
Pennsylvania
$18M +$4.51M +157,695 +34%
CCM
300
Compass Capital Management
Minnesota
$17.7M -$139K -4,848 -0.8%
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