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 %
AssetMark Inc
626
AssetMark Inc
California
$3.54M +$1.23M +43,038 +53%
COI
627
Connable Office Inc
Michigan
$3.54M – – –
Daiwa Securities Group
628
Daiwa Securities Group
Japan
$3.52M -$275K -9,600 -7%
CCMINC
629
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.51M -$4.29K -150 -0.1%
BCM
630
Beck Capital Management
Texas
$3.51M +$3.51M +122,616 New
Flossbach Von Storch
631
Flossbach Von Storch
Germany
$3.5M -$5.92M -206,700 -63%
ATC
632
Argent Trust Company
Louisiana
$3.48M -$172 -6 -0%
IIC
633
Ironwood Investment Counsel
Arizona
$3.46M -$10.2K -357 -0.3%
MM
634
Meridian Management
Arkansas
$3.44M -$3.95K -138 -0.1%
NSEDCP
635
NJ State Employees Deferred Compensation Plan
New Jersey
$3.44M – – –
WKWM
636
Walter & Keenan Wealth Management
Indiana
$3.42M – – –
LCP
637
Legacy Capital Partners
Wisconsin
$3.42M -$25.8K -900 -0.7%
BRM
638
Boston Research & Management
Massachusetts
$3.4M +$56.7K +1,980 +2%
SFT
639
Simmons First Trust
Arkansas
$3.37M +$1.19M +41,649 +55%
OWIM
640
Old West Investment Management
California
$3.37M -$19.5K -681 -0.6%
MYLI
641
Meiji Yasuda Life Insurance
Japan
$3.34M -$79.9K -2,790 -2%
1SB
642
1ST Source Bank
Indiana
$3.34M -$240K -8,394 -7%
BAAM
643
Baker Avenue Asset Management
California
$3.33M +$3.33M +116,310 New
SCM
644
Snow Capital Management
Pennsylvania
$3.31M +$76.1K +2,658 +2%
AIM
645
Acropolis Investment Management
Missouri
$3.31M -$143K -4,995 -4%
GE
646
General Electric
Ohio
$3.29M – – –
AB
647
Amalgamated Bank
New York
$3.29M -$530K -18,531 -14%
HA
648
Halsey Associates
Connecticut
$3.28M -$36.1K -1,260 -1%
TFA
649
Transamerica Financial Advisors
Florida
$3.28M +$312K +10,908 +11%
BA
650
Birinyi Associates
Connecticut
$3.27M +$1.64M +57,150 +100%
24 25
26
27 28