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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 %
BOH
576
Bank of Hawaii
Hawaii
$4.01M -$374K -13,077 -9%
BFA
577
Bragg Financial Advisors
North Carolina
$4M -$39.3K -1,371 -1%
WDA
578
Wendell David Associates
New Hampshire
$4M +$8.6K +300 +0.2%
NB
579
NBT Bank
New York
$3.99M -$17.3K -606 -0.4%
MHIC
580
Marble Harbor Investment Counsel
Massachusetts
$3.98M – – –
AWM
581
Altavista Wealth Management
North Carolina
$3.98M +$10.7K +375 +0.3%
DA
582
Denali Advisors
California
$3.97M -$352K -12,300 -8%
GCA
583
Guardian Capital Advisors
Ontario, Canada
$3.97M -$1.53K -45 -0%
WIC
584
Woodmont Investment Counsel
Tennessee
$3.93M -$42.9K -1,497 -1%
BAC
585
Boys Arnold & Co
North Carolina
$3.93M -$120K -4,185 -3%
FNB
586
First Niagara Bank
New York
$3.91M +$25.4K +888 +0.7%
P
587
Pitcairn
Pennsylvania
$3.9M +$310K +10,821 +9%
TCOO
588
Trust Company of Oklahoma
Oklahoma
$3.88M +$1.87M +69,201 +93%
WT
589
Washington Trust
Rhode Island
$3.88M +$26.7K +933 +0.7%
ACP
590
Ashfield Capital Partners
California
$3.88M -$26.5K -924 -0.7%
GT
591
Glenview Trust
Kentucky
$3.86M +$3.86M +134,748 New
MCA
592
Mercer Capital Advisers
New Jersey
$3.85M +$3.85M +134,631 New
RG
593
Rathbones Group
United Kingdom
$3.83M +$642K +22,410 +20%
SIM
594
Sterling Investment Management
Arizona
$3.83M -$109K -3,810 -3%
ABC
595
Associated Banc-Corp
Wisconsin
$3.82M +$606K +21,186 +19%
GF
596
Gerstein Fisher
New York
$3.82M -$67.2K -2,346 -2%
WB
597
WesBanco Bank
West Virginia
$3.8M -$184K -6,414 -5%
QIM
598
Quest Investment Management
Oregon
$3.8M – – –
LI
599
Longer Investments
Arkansas
$3.8M +$763K +26,646 +25%
GCA
600
Greenwood Capital Associates
South Carolina
$3.8M +$3.8M +132,627 New
22 23
24
25 26