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 %
MERSOM
526
Municipal Employees' Retirement System of Michigan
Michigan
$4.82M – – –
DIA
527
Dean Investment Associates
Ohio
$4.82M -$56.6K -1,977 -1%
BRCM
528
Bright Rock Capital Management
Massachusetts
$4.81M -$601K -21,000 -11%
PWLP
529
Prio Wealth Limited Partnership
Massachusetts
$4.79M -$661K -23,091 -12%
CPIM
530
Columbia Partners Investment Management
Virginia
$4.77M -$551K -19,239 -10%
ACI
531
Alpha Cubed Investments
California
$4.77M +$4.77M +166,689 New
BFA
532
Benedict Financial Advisors
Georgia
$4.76M +$4.76M +163,644 New
GMIM
533
General Motors Investment Management
New York
$4.74M +$231K +8,058 +5%
TIM
534
Thompson Investment Management
Wisconsin
$4.68M -$152K -5,301 -3%
Jacobs Levy Equity Management
535
Jacobs Levy Equity Management
New Jersey
$4.64M -$14.2M -496,170 -75%
FBC
536
Fairfield, Bush & Co
Connecticut
$4.64M -$36.6K -1,278 -0.8%
GCM
537
Garland Capital Management
Washington
$4.63M +$163K +5,700 +4%
MIM
538
Marco Investment Management
Georgia
$4.62M -$17.2K -600 -0.4%
FAAS
539
First Allied Advisory Services
California
$4.59M +$439K +15,327 +11%
RP
540
Rowlandmiller & Partners
Georgia
$4.56M +$4.56M +159,387 New
HAM
541
Highstreet Asset Management
Ontario, Canada
$4.56M -$678K -23,700 -13%
CB
542
Chemical Bank
Michigan
$4.53M +$2.92M +102,012 +182%
Cohen & Steers
543
Cohen & Steers
New York
$4.51M – – –
CBB
544
Citizens Business Bank
California
$4.48M -$70.1K -2,448 -2%
WCM
545
Weik Capital Management
Pennsylvania
$4.47M -$30.1K -1,050 -0.7%
PSUF
546
People's United Financial
Connecticut
$4.44M +$230K +8,025 +5%
Truist Financial
547
Truist Financial
North Carolina
$4.44M -$36K -1,257 -0.8%
KCM
548
Kempner Capital Management
Texas
$4.44M -$1.48M -51,810 -25%
FCT
549
Family Capital Trust
Massachusetts
$4.41M +$215K +7,500 +5%
HKIM
550
Hayek Kallen Investment Management
Alabama
$4.4M -$85.9K -3,000 -2%
20 21
22
23 24