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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 %
SWP
826
Stratos Wealth Partners
Ohio
$1.74M +$338K +11,808 +24%
RMCM
827
Reynders McVeigh Capital Management
Massachusetts
$1.73M -$148K -5,175 -8%
AP
828
Advisor Partners
California
$1.73M +$169K +5,913 +11%
NIC
829
Northwest Investment Counselors
Oregon
$1.72M -$16K -558 -0.9%
BFM
830
Boston Financial Management
Massachusetts
$1.72M -$10.7K -375 -0.6%
LPC
831
Loeb Partners Corp
New York
$1.72M – – –
LSCM
832
LaSalle Street Capital Management
Illinois
$1.72M +$1.72M +60,000 New
DD
833
Dominick & Dominick
New York
$1.72M -$55.8K -1,950 -3%
PRA
834
Parametric Risk Advisors
Connecticut
$1.72M – – –
FGP
835
Foyston, Gordon, & Payne
Ontario, Canada
$1.71M – – –
SC
836
SouthState Corp
Florida
$1.71M -$277K -9,681 -14%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$1.7M +$81.8K +2,859 +5%
OCM
838
One Capital Management
California
$1.7M +$107K +3,756 +7%
ACS
839
Archford Capital Strategies
Illinois
$1.69M +$271K +9,462 +19%
CA
840
Cetera Advisors
Colorado
$1.69M +$117K +4,089 +7%
MCM
841
Manchester Capital Management
Vermont
$1.67M +$7.47K +261 +0.4%
BO
842
BRR OpCo
Ohio
$1.66M -$2.75K -96 -0.2%
SACTSONJ
843
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.66M – – –
SCM
844
Schnieders Capital Management
California
$1.65M +$85.1K +2,973 +5%
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$1.65M +$146K +5,106 +10%
HCP
846
Holt Capital Partners
Texas
$1.64M -$10.7M -50,220 -87%
GIA
847
GHP Investment Advisors
Colorado
$1.63M +$57.1K +1,995 +4%
WA
848
WFG Advisors
Texas
$1.63M +$15.7K +549 +1%
SWK
849
Stephen W. Kidder
$1.62M – – –
PCM
850
Parsons Capital Management
Rhode Island
$1.62M +$198K +6,900 +14%
32 33
34
35 36