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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 %
BPBT
326
Boston Private Bank & Trust
Massachusetts
$15.1M -$4.55M -158,769 -23%
NIM
327
Nexus Investment Management
Ontario, Canada
$15M -$64.4K -2,250 -0.4%
Brown Advisory
328
Brown Advisory
Maryland
$14.9M +$558K +19,500 +4%
Nomura Holdings
329
Nomura Holdings
Japan
$14.9M +$2.72M +95,736 +22%
CCT
330
Country Club Trust
Missouri
$14.8M +$415K +14,514 +3%
First Manhattan
331
First Manhattan
New York
$14.8M -$2.94M -102,639 -17%
RIG
332
Roosevelt Investment Group
New York
$14.6M +$14.6M +510,288 New
IIM
333
Intact Investment Management
Quebec, Canada
$14.6M +$5.53M +193,200 +61%
LG
334
Leuthold Group
Minnesota
$14.5M +$14.5M +505,878 New
PHS
335
Pekin Hardy Strauss
Illinois
$14.4M -$387K -13,527 -3%
Creative Planning
336
Creative Planning
Kansas
$14.4M +$726K +25,353 +5%
HTI
337
Hikari Tsushin Inc
Japan
$14.3M +$1.89M +66,000 +15%
LHC
338
Levy Harkins & Co
New York
$14.2M +$418K +14,595 +3%
LS
339
Livforsakringsbolaget Skandia
Sweden
$14.2M -$8.62M -301,113 -38%
MI
340
Markston International
New York
$14.1M -$2.89M -101,121 -17%
SFM
341
Stack Financial Management
Montana
$14M +$155K +5,415 +1%
QI
342
Qualcomm Inc
California
$14M – – –
ANI
343
American National Insurance
Texas
$13.9M – – –
SPC
344
Stewart & Patten Company
California
$13.8M +$39.2K +1,371 +0.3%
GHA
345
GW Henssler & Associates
Georgia
$13.7M +$275K +9,609 +2%
DWA
346
Douglass Winthrop Advisors
New York
$13.5M -$93.2K -3,255 -0.7%
ST
347
Spot Trading
Illinois
$13.5M +$13.5M +469,857 +100,397%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$13.3M -$557K -19,464 -4%
FCI
349
Financial Counselors Inc
Kansas
$13.3M +$1.09M +38,163 +9%
CWA
350
Constellation Wealth Advisors
New York
$13.2M +$231K +8,082 +2%
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