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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 %
SCM
751
Sterling Capital Management
North Carolina
$2.3M -$1.29M -44,895 -36%
NRS
752
Neville Rodie & Shaw
New York
$2.29M -$21.5K -750 -0.9%
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$2.29M -$3.52K -123 -0.2%
Mackenzie Financial
754
Mackenzie Financial
Ontario, Canada
$2.28M -$4.38K -153 -0.2%
ACM
755
Argentus Capital Management
Texas
$2.28M +$43.3K +1,512 +2%
MM
756
Midas Management
New York
$2.28M – – –
AF
757
Arrow Financial
New York
$2.27M -$153K -5,355 -6%
DMK
758
David M. Knott
$2.25M +$2.25M +78,600 New
FMBTD
759
First Midwest Bank Trust Division
Illinois
$2.24M +$39.7K +1,386 +2%
ISL
760
Ingalls & Snyder LLC
New York
$2.23M -$121K -4,230 -5%
IMOV
761
Investment Management of Virginia
Virginia
$2.22M +$49.4K +1,725 +2%
FNBT
762
FineMark National Bank & Trust
Florida
$2.2M +$129K +4,509 +6%
SFA
763
Sequoia Financial Advisors
Ohio
$2.2M +$59.4K +2,073 +3%
PAG
764
Private Advisor Group
New Jersey
$2.19M -$297K -10,377 -12%
NEI
765
Northwest & Ethical Investments
Ontario, Canada
$2.17M -$256K -8,934 -11%
BCFS
766
Butensky & Cohen Financial Security
Florida
$2.17M +$2.17M +75,900 New
RC
767
RBF Capital
California
$2.15M – – –
NFG
768
Next Financial Group
Texas
$2.14M -$596K -20,832 -22%
CHC
769
City Holding Co
West Virginia
$2.13M +$55.8K +1,950 +3%
SFS
770
Strategic Financial Services
New York
$2.11M -$4.29K -150 -0.2%
BWAM
771
Boyd Watterson Asset Management
Ohio
$2.11M -$256K -8,940 -11%
MIC
772
Meridian Investment Counsel
California
$2.1M -$72.6K -2,535 -3%
JC
773
Jacobs & Co
California
$2.1M -$61.4K -2,145 -3%
PHIMC
774
Private Harbour Investment Management & Counsel
Ohio
$2.08M -$73K -2,550 -3%
LBC
775
Lawrence B. Cohen
$2.06M -$1.66M -57,996 -45%
29 30
31
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