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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 %
RT
401
Rockland Trust
Massachusetts
$10M -$176K -6,144 -2%
BOIA
402
Bush ODonnell Investment Advisors
Missouri
$9.98M -$81.2K -2,835 -0.8%
MSU
403
Mizuho Securities USA
New York
$9.87M -$5.07M -177,069 -34%
AH
404
Achievement Holdings
Illinois
$9.87M +$9.87M +344,700 New
ACA
405
Anchor Capital Advisors
Massachusetts
$9.7M +$148K +5,169 +2%
OPCM
406
Osborne Partners Capital Management
California
$9.7M -$22.2K -774 -0.2%
STI
407
Susquehanna Trust & Investment
Pennsylvania
$9.64M +$2.5M +87,180 +35%
LDB
408
Lee, Danner & Bass
Tennessee
$9.62M +$149K +5,214 +2%
NLGIA
409
Nippon Life Global Investors Americas
New York
$9.39M -$2.1M -73,290 -18%
TBA
410
Tower Bridge Advisors
Pennsylvania
$9.38M -$587K -20,520 -6%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$9.35M +$202K +7,059 +2%
LRPA
412
L. Roy Papp & Associates
Arizona
$9.27M -$59.8K -2,088 -0.6%
WBC
413
Westpac Banking Corp
Australia
$9.24M -$273K -9,537 -3%
GLRA
414
Gerald L. Ray & Associates
Texas
$9.16M -$35.6K -1,245 -0.4%
ACM
415
Advisors Capital Management
New Jersey
$9M -$62.2K -2,172 -0.7%
GL
416
Globe Life
Texas
$8.98M -$1.63M -57,000 -15%
GI
417
GAMCO Investors
Connecticut
$8.96M -$859K -30,000 -9%
LIC
418
Lodestar Investment Counsel
Illinois
$8.94M -$174K -6,075 -2%
BHTS
419
Bar Harbor Trust Services
Maine
$8.87M +$100K +3,510 +1%
AAM
420
Auxier Asset Management
Oregon
$8.79M -$19.3K -675 -0.2%
CVM
421
Cheviot Value Management
California
$8.76M -$141K -4,920 -2%
SIPS
422
Shelter Insurance Profit Sharing
Missouri
$8.73M – – –
PL
423
Parthenon LLC
Kentucky
$8.66M -$116K -4,035 -1%
WPC
424
Waters Parkerson & Co
Louisiana
$8.64M -$204K -7,125 -2%
CS
425
Candriam SCA
Luxembourg
$8.51M +$8.51M +297,327 New
15 16
17
18 19