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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 %
CPSAC
701
Chas P. Smith & Associates (CPS)
Florida
$2.79M -$200K -7,002 -7%
HW
702
Hedeker Wealth
Illinois
$2.77M +$2.77M +96,846 New
NPC
703
National Planning Corporation
California
$2.77M +$16.8K +570 +0.6%
IT
704
Independence Trust
Tennessee
$2.77M +$30.6K +1,068 +1%
RMSCM
705
R.M. Sincerbeaux Capital Management
New York
$2.77M – – –
BCM
706
BTC Capital Management
Iowa
$2.76M -$112K -3,909 -4%
CI
707
Constellation Investments
Ohio
$2.75M +$120K +4,200 +5%
MCM
708
McMillion Capital Management
North Carolina
$2.75M +$5.58K +195 +0.2%
FPTW
709
Franklin, Parlapiano, Turner & Welch
Texas
$2.72M +$126K +4,389 +5%
PA
710
Pinnacle Associates
New York
$2.71M -$131K -4,575 -5%
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M +$85.2K +2,976 +3%
B
712
BancorpSouth
Mississippi
$2.69M +$25.2K +882 +0.9%
VFS
713
VSR Financial Services
Kansas
$2.69M +$338K +11,823 +14%
GHA
714
Garcia Hamilton & Associates
Texas
$2.68M -$1.16M -40,443 -30%
Rafferty Asset Management
715
Rafferty Asset Management
New York
$2.64M +$1.23M +43,125 +88%
AB
716
AT Bancorp
Iowa
$2.63M -$1.81M -63,261 -41%
ECM
717
Everence Capital Management
Indiana
$2.62M – – –
NBC
718
Neuberger Berman Canada
Ontario, Canada
$2.61M -$1.35M -47,034 -34%
TWA
719
Tillar-Wenstrup Advisors
Ohio
$2.59M +$2.59M +90,471 New
LNWWM
720
Laird Norton Wetherby Wealth Management
California
$2.59M +$209K +7,299 +9%
GLA
721
Great Lakes Advisors
Illinois
$2.58M -$8.5K -297 -0.3%
CGI
722
Comgest Global Investors
France
$2.58M +$2.58M +90,000 New
Mariner
723
Mariner
Kansas
$2.57M -$151K -5,265 -6%
DPIM
724
Duff & Phelps Investment Management
Illinois
$2.57M -$138K -4,830 -5%
GGPS
725
Gary Goldberg Planning Services
New York
$2.55M -$270K -9,435 -10%
27 28
29
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