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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 %
WAM
301
World Asset Management
Michigan
$17.5M -$3.32M -116,127 -16%
RP
302
Riverbridge Partners
Minnesota
$17.5M -$229K -7,998 -1%
VDI
303
Vaughan David Investments
Illinois
$17.3M +$283K +9,900 +2%
BMO
304
Beck Mack & Oliver
New York
$17.3M -$228K -7,956 -1%
CC
305
Chubb Corp
New Jersey
$17.2M – – –
MOACM
306
Mutual of America Capital Management
New York
$17M +$179K +6,249 +1%
SIC
307
Salem Investment Counselors
North Carolina
$16.9M +$55.4K +1,935 +0.3%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$16.9M -$3.58M -124,902 -17%
BTW
309
Boston Trust Walden
Massachusetts
$16.8M +$10.6M +369,315 +170%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$16.7M +$1.53M +53,484 +10%
MA
311
MUFG Americas
New York
$16.6M -$876K -30,615 -5%
CEP
312
Chicago Equity Partners
Illinois
$16.6M -$2.95M -102,900 -15%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$16.4M -$1.72M -60,000 -9%
CTC
314
Central Trust Company
Missouri
$16.4M -$1.26M -43,908 -7%
WT
315
Whittier Trust
California
$16.2M -$72.4K -2,529 -0.4%
FIM
316
Frontier Investment Management
Texas
$16.1M +$1.3M +48,261 +9%
CC
317
Curian Capital
Colorado
$16M +$2.61M +91,023 +19%
ACM
318
Azimuth Capital Management
Michigan
$16M +$195K +6,810 +1%
SCM
319
SKBA Capital Management
California
$15.8M +$15.8M +552,000 New
PI
320
PineBridge Investments
New York
$15.4M -$4.68M -163,365 -23%
AAMU
321
Amundi Asset Management US
Massachusetts
$15.3M +$11.9M +416,112 +352%
Asset Management One
322
Asset Management One
Japan
$15.2M -$1.28M -44,571 -8%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$15.2M +$1.71M +59,838 +13%
Baillie Gifford & Co
324
Baillie Gifford & Co
United Kingdom
$15.1M – – –
GL
325
GLG LLC
New York
$15.1M -$260K -9,099 -2%
11 12
13
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