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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 %
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$5.48M -$13.8K -483 -0.3%
DY
502
Dowling & Yahnke
California
$5.35M +$11K +384 +0.2%
B
503
Barings
North Carolina
$5.33M +$335K +11,700 +7%
SAG
504
Sterne Agee Group
Alabama
$5.3M +$709K +24,777 +15%
SAM
505
SignalPoint Asset Management
Missouri
$5.26M -$349K -12,180 -6%
AIC
506
Argus Investors Counsel
New York
$5.23M -$49K -1,710 -0.9%
NPA
507
Nichols & Pratt Advisers
Massachusetts
$5.2M – – –
Walleye Trading
508
Walleye Trading
New York
$5.19M +$1.7M +59,421 +49%
SIG
509
Schooner Investment Group
Pennsylvania
$5.15M -$1.29M -45,000 -20%
AF
510
Ally Financial
Michigan
$5.15M -$9.02M -315,000 -64%
FB
511
Fulton Bank
Pennsylvania
$5.12M +$75.7K +2,643 +2%
TNBTD
512
Trustmark National Bank Trust Department
Mississippi
$5.07M -$257K -8,970 -5%
LIA
513
LS Investment Advisors
Michigan
$5.07M -$188K -6,561 -4%
PL
514
Perpetual Ltd
Australia
$5.03M -$3.81M -133,224 -43%
HCM
515
Hodges Capital Management
Texas
$5M -$575K -20,100 -10%
CCM
516
Chickasaw Capital Management
Tennessee
$4.96M +$98.8K +3,450 +2%
AAC
517
Asset Advisors Corp
Georgia
$4.94M +$811K +28,332 +20%
MC
518
Martin & Co
Tennessee
$4.93M +$48.5K +1,695 +1%
PTC
519
Petrus Trust Company
Texas
$4.9M – – –
HA
520
Hamel Associates
New Jersey
$4.89M -$94.5K -3,300 -2%
HVIA
521
Hudson Valley Investment Advisors
New York
$4.88M +$67.4K +2,355 +1%
MBTD
522
Mechanics Bank - Trust Department
California
$4.88M -$443K -15,477 -8%
OC
523
Oppenheimer & Co
New York
$4.87M -$58.4K -2,040 -1%
NLI
524
Nippon Life Insurance
Japan
$4.85M +$391K +13,659 +9%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.82M -$101K -3,516 -2%
19 20
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