WMT icon

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 %
CAM
351
Capstone Asset Management
Texas
$13.2M +$1.35M +46,992 +11%
CCM
352
Cadence Capital Management
Massachusetts
$13.1M -$3.08M -107,583 -19%
LT
353
LJ Trust
Nevada
$13.1M +$794K +27,750 +6%
ZAM
354
Zenit Asset Management
Sweden
$13M +$13M +450,000 New
QI
355
QS Investors
New York
$13M +$5.85M +204,501 +82%
HCM
356
Hilton Capital Management
New York
$12.8M +$10.5M +365,412 +441%
MIS
357
Morningstar Investment Services
Illinois
$12.8M +$1.57M +54,858 +14%
ACM
358
Atlanta Capital Management
Georgia
$12.7M -$242K -8,445 -2%
ONB
359
Old National Bancorp
Indiana
$12.7M +$199K +6,942 +2%
ABTD
360
Arvest Bank Trust Division
Oklahoma
$12.6M -$47.4K -1,623 -0.4%
LPL Financial
361
LPL Financial
California
$12.6M -$19.2K -672 -0.2%
VWM
362
Valley Wealth Managers
New Jersey
$12.5M +$157K +5,475 +1%
CGT
363
Capital Guardian Trust
California
$12.4M -$354K -12,363 -3%
GAM
364
Griffin Asset Management
New York
$12.4M +$6.37M +235,212 +106%
JPMPWA
365
J.P. Morgan Private Wealth Advisors
California
$12.4M -$139K -4,869 -1%
FAM
366
Fiduciary Asset Management
Missouri
$12.4M +$439K +15,345 +4%
HCM
367
Horan Capital Management
Maryland
$12.3M -$340K -11,871 -3%
SAM
368
Securian Asset Management
Minnesota
$12.3M +$196K +6,846 +2%
SC
369
Scotia Capital
Ontario, Canada
$12.2M -$1.84M -64,296 -13%
DILH
370
Dai-ichi Life Holdings
Japan
$12.2M -$2.64M -92,076 -18%
CIBC World Market
371
CIBC World Market
Ontario, Canada
$12.2M +$3.06M +106,791 +34%
TCT
372
TIAA CREF Trust
Missouri
$12.1M -$3.19M -111,423 -21%
LI
373
Lafayette Investments
Maryland
$12M -$85.9K -3,000 -0.7%
ACM
374
Argent Capital Management
Missouri
$12M +$1.56M +54,642 +15%
AI
375
Ariel Investments
Illinois
$11.9M -$2.6M -90,717 -18%
13 14
15
16 17