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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 %
FDS
551
First Dallas Securities
Texas
$4.39M -$178K -6,222 -4%
BCM
552
Boltwood Capital Management
California
$4.39M – – –
WC
553
Woodstock Corp
Massachusetts
$4.37M -$16.8K -588 -0.4%
UR
554
USCA RIA
Texas
$4.36M -$43K -1,503 -1%
CCT
555
Chemung Canal Trust
New York
$4.35M +$328K +11,460 +8%
AIM
556
AMI Investment Management
Indiana
$4.35M -$517K -18,075 -11%
HI
557
Hendershot Investments
Virginia
$4.34M -$5.58K -195 -0.1%
FT
558
Fiduciary Trust
Massachusetts
$4.32M -$65.6K -2,292 -1%
RJT
559
Raymond James Trust
Florida
$4.31M +$62.9K +2,196 +1%
EI
560
EDMP Inc
Florida
$4.29M -$109K -3,810 -2%
TYCC
561
Texas Yale Capital Corp
Florida
$4.28M +$244K +8,535 +6%
FMT
562
First Mercantile Trust
Tennessee
$4.27M -$262K -9,135 -6%
CTA
563
Chesley Taft & Associates
Illinois
$4.27M -$15K -525 -0.4%
SFG
564
Sather Financial Group
Texas
$4.24M +$55.8K +1,950 +1%
MC
565
Menta Capital
California
$4.21M +$4.21M +147,111 New
BOC
566
Barbara Oil Co
Illinois
$4.12M – – –
NPIT
567
National Penn Investors Trust
Pennsylvania
$4.11M -$40.5K -1,413 -1%
CSS
568
Cubist Systematic Strategies
Connecticut
$4.08M +$94.6K +3,303 +2%
JAM
569
Jolley Asset Management
North Carolina
$4.07M -$1.29K -45 -0%
OI
570
Oakbrook Investments
Illinois
$4.07M -$902K -31,500 -18%
MA
571
Montag & Associates
Georgia
$4.05M -$8.59K -300 -0.2%
GCP
572
GSA Capital Partners
United Kingdom
$4.04M +$4.04M +141,195 New
QI
573
Quotient Investors
New York
$4.04M -$120K -4,200 -3%
Twin Tree Management
574
Twin Tree Management
Texas
$4.03M +$2.06M +72,018 +105%
IC
575
InterOcean Capital
Illinois
$4.01M -$399K -13,929 -9%
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