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 %
BA
476
Bridgewater Associates
Connecticut
$6.3M +$6.3M +220,212 New
GG
477
Greenwood Gearhart
Arkansas
$6.26M +$127K +4,428 +2%
RJFSA
478
Raymond James Financial Services Advisors
Florida
$6.25M +$45.9K +1,605 +0.7%
FA
479
Financial Advantage
Maryland
$6.21M +$2.16M +75,426 +53%
DIA
480
Davidson Investment Advisors
Montana
$6.2M -$9.17M -320,439 -60%
APFBOT
481
Amica Pension Fund Board of Trustees
Rhode Island
$6.2M – – –
PWM
482
Patriot Wealth Management
Texas
$6.16M +$50.9K +1,779 +0.8%
AIA
483
Avalon Investment & Advisory
Texas
$6.14M +$500K +17,460 +9%
WG
484
Winton Group
United Kingdom
$6.06M -$10.8M -377,565 -64%
CA
485
Callahan Advisors
Texas
$6.02M +$79.1K +2,763 +1%
TFA
486
Toth Financial Advisory
Virginia
$6.02M +$221K +7,737 +4%
CLOS
487
Compagnie Lombard Odier SCmA
Switzerland
$6.01M +$1.95M +68,076 +48%
GI
488
Glovista Investments
New Jersey
$6.01M +$5.51M +192,549 +1,111%
DBT
489
Dubuque Bank & Trust
Iowa
$6.01M +$213K +7,452 +4%
MJRIC
490
Mogy Joel R Investment Counsel
California
$5.86M -$42.9K -1,500 -0.7%
NIA
491
Northstar Investment Advisors
Colorado
$5.85M +$125K +4,377 +2%
AAMU
492
AEGON Asset Management (UK)
United Kingdom
$5.79M -$5.67K -198 -0.1%
BS
493
Bessemer Securities
New York
$5.75M +$1.83M +63,786 +46%
RSVP
494
Ramsay Stattman Vela & Price
Colorado
$5.71M +$106K +3,720 +2%
FHA
495
First Horizon Advisors
Tennessee
$5.69M +$235K +8,205 +4%
BCM
496
Bluefin Capital Management
New York
$5.66M +$659K +23,013 +13%
TGI
497
Tradewinds Global Investors
California
$5.62M +$5.62M +196,158 New
BOTW
498
Bank of the West
California
$5.54M +$39.5K +1,380 +0.7%
NCA
499
New Century Advisors
Maryland
$5.52M +$5.52M +192,900 New
CAM
500
Carret Asset Management
New York
$5.51M +$10.6K +372 +0.2%
18 19
20
21 22