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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 %
PA
451
Profund Advisors
Maryland
$7.26M +$1.42M +49,605 +24%
Natixis Advisors
452
Natixis Advisors
Massachusetts
$7.2M +$477K +16,677 +7%
CA
453
Cornerstone Advisors
North Carolina
$7.19M +$1.2M +42,000 +20%
TH
454
TCTC Holdings
Texas
$7.07M – – –
CCM
455
Covington Capital Management
California
$7.07M -$101K -3,525 -1%
LMGAM
456
Liberty Mutual Group Asset Management
Massachusetts
$7.03M +$68.3K +2,385 +1%
PGIM
457
Pacific Global Investment Management
California
$7.01M +$21.1K +738 +0.3%
WTC
458
WhitTier Trust Company
Nevada
$7.01M -$86.2K -3,012 -1%
BF
459
BOK Financial
Oklahoma
$6.95M -$1.75M -61,089 -20%
BC
460
Burney Company
Virginia
$6.94M +$1.09M +38,232 +19%
FNT
461
First National Trust
Pennsylvania
$6.92M +$225K +7,860 +3%
TTWM
462
TCV Trust & Wealth Management
Virginia
$6.88M -$34.8K -1,215 -0.5%
DADC
463
D.A. Davidson & Co
Montana
$6.86M +$444K +15,501 +7%
CCC
464
Chelsea Counsel Company
California
$6.84M -$85.9K -3,000 -1%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$6.82M +$410K +14,340 +6%
MCM
466
Monarch Capital Management
Indiana
$6.73M -$30.1K -1,050 -0.4%
HCM
467
Horrell Capital Management
Arkansas
$6.69M -$115K -4,017 -2%
AC
468
AFAM Capital
Texas
$6.65M +$47.5K +1,659 +0.7%
SLI
469
Sumitomo Life Insurance
Japan
$6.64M -$372K -12,984 -5%
Bank of Nova Scotia
470
Bank of Nova Scotia
Ontario, Canada
$6.61M +$1.02M +35,718 +18%
CBN
471
Cadence Bank NA
Texas
$6.55M -$28.3K -990 -0.4%
LK
472
Lumbard & Kellner
New Hampshire
$6.55M +$1.42M +49,785 +28%
MAM
473
Meeder Asset Management
Ohio
$6.4M -$2.47M -86,130 -28%
RBA
474
Richard Bernstein Advisors
New York
$6.33M – – –
CIM
475
Corda Investment Management
Texas
$6.32M +$12.2K +426 +0.2%
17 18
19
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