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 %
AIP
726
Ameritas Investment Partners
Nebraska
$2.55M +$39.6K +1,383 +2%
VIA
727
Vident Investment Advisory
Georgia
$2.5M +$2.5M +87,327 New
CCA
728
Checchi Capital Advisers
California
$2.49M +$148K +5,181 +6%
UCFA
729
United Capital Financial Advisors
Texas
$2.47M -$965K -33,726 -28%
KJHP
730
K.J. Harrison & Partners
Ontario, Canada
$2.46M +$11.8K +411 +0.5%
LAM
731
Lingohr Asset Management
Germany
$2.46M -$5.89M -235,500 -71%
DIA
732
Denver Investment Advisors
Colorado
$2.45M +$162K +5,661 +7%
TCM
733
Texan Capital Management
Texas
$2.43M +$75.2K +2,625 +3%
ST
734
Sentinel Trust
Texas
$2.42M -$392K -13,710 -14%
LOT
735
Lombard Odier Transatlantic
Quebec, Canada
$2.41M +$2.41M +84,210 New
HAI
736
Hennessy Advisors Inc
California
$2.41M – – –
FMB
737
Field & Main Bank
Kentucky
$2.4M +$42.9K +1,500 +2%
FA
738
FMA Advisory
Pennsylvania
$2.38M -$8.59K -300 -0.4%
LCP
739
Longhorn Capital Partners
Texas
$2.38M – – –
BO
740
Bank OZK
Arkansas
$2.37M -$155K -5,400 -6%
FBP
741
Flippin Bruce & Porter
Virginia
$2.36M -$30.5K -1,065 -1%
HCC
742
Hirtle Callaghan & Co
Pennsylvania
$2.35M -$50.4K -1,755 -2%
GIM
743
Greylin Investment Management
Virginia
$2.35M -$17.2K -600 -0.7%
FWIA
744
Fort Washington Investment Advisors
Ohio
$2.35M +$369K +12,900 +19%
CIP
745
Convergence Investment Partners
Florida
$2.35M +$29.2K +1,020 +1%
LOCC
746
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.33M -$2.65M -92,610 -53%
AGM
747
Alpine Global Management
New York
$2.32M +$2.32M +81,042 New
SFWA
748
Summit Financial Wealth Advisors
Louisiana
$2.32M +$2.32M +80,970 New
GJIC
749
Gamble Jones Investment Counsel
California
$2.31M +$209K +7,287 +10%
AAM
750
AR Asset Management
California
$2.3M – – –
28 29
30
31 32