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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 %
MIM
801
Miller Investment Management
Pennsylvania
$1.85M +$8.59K +300 +0.5%
ABP
802
Arthur B. Page
$1.84M -$43K -1,500 -2%
WSFS
803
Wilmington Savings Fund Society
Delaware
$1.83M -$87.7K -3,063 -5%
CCM
804
CrestPoint Capital Management
Missouri
$1.83M – – –
PFM
805
PacWest Financial Management
Arizona
$1.83M -$62.7K -2,190 -3%
LPT
806
Legacy Private Trust
Wisconsin
$1.83M +$83.3K +2,910 +5%
AIA
807
AIMZ Investment Advisors
California
$1.82M +$1.82M +63,603 New
Kayne Anderson Rudnick Investment Management
808
Kayne Anderson Rudnick Investment Management
California
$1.82M – – –
CPA
809
Capital Planning Advisors
California
$1.82M +$1.82M +63,456 New
CCM
810
Courage Capital Management
Tennessee
$1.81M -$894K -750,000 -33%
MNBTD
811
Moody National Bank Trust Division
Texas
$1.81M -$25.8K -900 -1%
PMG
812
ProVise Management Group
Florida
$1.79M -$3.23M -112,965 -64%
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$1.78M -$8.59K -300 -0.5%
SI
814
SII Investments
Wisconsin
$1.77M -$94.9K -3,321 -5%
GRQ
815
Gardner Russo & Quinn
Pennsylvania
$1.77M -$12.9K -450 -0.7%
QCMC
816
Quantum Capital Management (California)
California
$1.76M -$1.51M -52,674 -46%
GA
817
Geneva Advisors
Illinois
$1.76M -$5.32K -186 -0.3%
ICAS
818
Investors Capital Advisory Services
Massachusetts
$1.76M +$8.58K +300 +0.5%
DA
819
Dillon & Associates
Michigan
$1.75M – – –
VKH
820
Virtu KCG Holdings
New York
$1.75M +$1.37M +47,757 +356%
GIP
821
Greatmark Investment Partners
Georgia
$1.75M -$76.8K -2,685 -4%
RAM
822
Redmond Asset Management
Virginia
$1.75M -$45.5K -1,590 -3%
CDH
823
Charles D. Hyman
$1.75M – – –
CIA
824
Capital Investment Advisors
Georgia
$1.75M +$30.5K +1,065 +2%
LKIM
825
Lawson Kroeker Investment Management
Nebraska
$1.75M -$1.72K -60 -0.1%
31 32
33
34 35