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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 %
FA
651
FDx Advisors
Illinois
$3.26M +$526K +18,384 +19%
DG
652
Davidson & Garrard
Virginia
$3.25M -$52K -1,815 -2%
LCM
653
LVM Capital Management
Michigan
$3.2M -$1.07M -37,476 -25%
SAM
654
Smithbridge Asset Management
Pennsylvania
$3.19M -$8.59K -300 -0.3%
CONA
655
Capital One National Association
New York
$3.18M -$1.21M -42,180 -28%
CB
656
Community Bank
New York
$3.18M +$3.18M +111,036 New
FMC
657
First Merchants Corp
Indiana
$3.17M -$76.5K -2,673 -2%
PTB
658
Pioneer Trust Bank
Oregon
$3.16M -$218K -7,605 -6%
LM
659
Lincluden Management
Ontario, Canada
$3.16M -$266K -9,285 -8%
WF
660
WealthTrust Fairport
Ohio
$3.16M +$50.2K +1,755 +2%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$3.13M -$263K -9,183 -8%
WSCM
662
Wellington Shields Capital Management
New York
$3.09M – – –
SHA
663
Smith Hayes Advisers
Nebraska
$3.09M +$21.5K +750 +0.7%
DRS
664
Deane Retirement Strategies
Louisiana
$3.08M +$3.08M +107,589 New
PAMG
665
Patton Albertson Miller Group
Tennessee
$3.08M +$1.38M +48,210 +81%
Fuller & Thaler Asset Management
666
Fuller & Thaler Asset Management
California
$3.05M -$120K -4,200 -4%
Belvedere Trading
667
Belvedere Trading
Illinois
$3.05M +$3.05M +106,680 New
ICOA
668
Investment Centers of America
North Dakota
$3.04M -$259K -9,024 -8%
AHS
669
Aspiriant Holdings S3
California
$3M -$17.6K -615 -0.6%
BIC
670
Bridges Investment Counsel
Nebraska
$3M -$107K -3,750 -3%
PFBT
671
Parkside Financial Bank & Trust
Missouri
$2.97M -$295K -10,314 -9%
AAM
672
Advisors Asset Management
Colorado
$2.96M +$304K +10,602 +11%
AT
673
Arden Trust
Delaware
$2.95M -$153K -5,340 -5%
SBH
674
Segall Bryant & Hamill
Illinois
$2.95M +$109K +3,816 +4%
LBC
675
Lowe Brockenbrough & Co
Virginia
$2.94M -$2.09M -72,912 -41%
25 26
27
28 29