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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 %
VIA
776
Vantage Investment Advisors
Pennsylvania
$2.03M -$27.5K -960 -1%
SKK
777
Shepherd Kaplan Krochuk
Massachusetts
$2.03M – – –
RNS
778
Robert N. Shapiro
$2.01M -$42.2K -1,473 -2%
FBT
779
First Bankers Trust
Kentucky
$2.01M +$6.44K +225 +0.3%
SSB
780
Sandy Spring Bank
Maryland
$2.01M -$5.5K -192 -0.3%
PWW
781
Pettyjohn Wood & White
Virginia
$2M +$8.59K +300 +0.4%
NG
782
Northstar Group
New York
$2M +$2M +69,879 New
DI
783
Diligent Investors
California
$1.97M +$1.97M +68,040 New
LJAC
784
L.J. Altfest & Co
New York
$1.96M +$8.93K +312 +0.5%
EHWM
785
Eads & Heald Wealth Management
Georgia
$1.95M -$22.4K -783 -1%
SYBT
786
Stock Yards Bank & Trust
Kentucky
$1.94M +$156K +5,457 +9%
SCP
787
Scoria Capital Partners
Connecticut
$1.93M +$1.93M +67,500 New
FPFS
788
First Personal Financial Services
North Carolina
$1.93M +$1.93M +67,521 New
DBIA
789
Dumont & Blake Investment Advisors
New Jersey
$1.93M -$4.29K -150 -0.2%
BSPF
790
British Steel Pension Fund
United Kingdom
$1.92M – – –
BAM
791
Berkshire Asset Management
Pennsylvania
$1.92M -$56.3K -1,968 -3%
WAM
792
Wilsey Asset Management
California
$1.92M -$6.36K -222 -0.3%
SPC
793
Sigma Planning Corp
Michigan
$1.91M +$1.91M +66,870 New
ANRIA
794
American National Registered Investment Advisor
Texas
$1.91M -$32.6K -1,140 -2%
JFL
795
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.89M +$201K +7,014 +12%
CAN
796
Cetera Advisor Networks
California
$1.88M -$1.19M -41,235 -39%
WC
797
Whitney & Co
New York
$1.88M -$109K -3,822 -6%
K
798
Kemper
Illinois
$1.86M -$1.83M -63,900 -50%
LAIC
799
Lederer & Associates Investment Counsel
California
$1.86M +$1.86M +64,935 New
FWCM
800
Ferguson Wellman Capital Management
Oregon
$1.85M +$2.06K +72 +0.1%
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