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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 %
SF
376
Synovus Financial
Georgia
$11.2M -$370K -12,918 -3%
SIRP
377
Shelter Insurance Retirement Plan
Missouri
$11.2M – – –
Fisher Asset Management
378
Fisher Asset Management
Washington
$11.2M -$23.3K -813 -0.2%
SI
379
Stephens Inc
Arkansas
$11.1M +$257K +8,991 +2%
WF
380
Welch & Forbes
Massachusetts
$11.1M +$181K +6,312 +2%
SMI
381
Shelter Mutual Insurance
Missouri
$11.1M – – –
WCM
382
Wallace Capital Management
Texas
$10.9M -$36.5K -1,275 -0.3%
FM
383
Foster & Motley
Ohio
$10.9M +$160K +5,604 +2%
LTFS
384
Ladenburg Thalmann Financial Services
Florida
$10.8M +$3.56M +124,317 +49%
AMI
385
Amica Mutual Insurance
Rhode Island
$10.8M – – –
GIA
386
Granite Investment Advisors
New Hampshire
$10.7M -$327K -11,406 -3%
DAM
387
Delta Asset Management
Tennessee
$10.6M +$43.5K +1,518 +0.4%
Toronto Dominion Bank
388
Toronto Dominion Bank
Ontario, Canada
$10.6M +$2.28M +79,809 +28%
HIC
389
Hartline Investment Corp
Illinois
$10.5M – – –
WCM
390
Wedge Capital Management
North Carolina
$10.5M -$1.69M -59,025 -14%
BFS
391
Bradley Foster & Sargent
Connecticut
$10.4M -$90.6K -3,165 -0.9%
CAG
392
Crestwood Advisors Group
Massachusetts
$10.4M +$366K +12,771 +4%
WIC
393
Willis Investment Counsel
Georgia
$10.3M +$1.51M +52,800 +17%
BUB
394
BBVA USA Bancshares
Texas
$10.2M -$372K -12,987 -4%
PNC
395
Park National Corp
Ohio
$10.2M -$277K -9,684 -3%
CSIC
396
Clifford Swan Investment Counsel
California
$10.2M -$192K -6,720 -2%
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$10.2M -$206K -7,200 -2%
KRS
398
Kentucky Retirement Systems
Kentucky
$10.1M -$467K -16,320 -4%
CFB
399
Cullen/Frost Bankers
Texas
$10.1M -$190K -6,651 -2%
DC
400
Deere & Company
Illinois
$10.1M -$130K -4,551 -1%
14 15
16
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