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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 %
RC
851
Roundview Capital
New Jersey
$1.61M -$4.72K -165 -0.3%
MIM
852
Montgomery Investment Management
Maryland
$1.61M +$465K +16,245 +41%
SWM
853
Stockman Wealth Management
Montana
$1.59M +$1.59M +55,509 New
FM
854
Forward Management
California
$1.59M +$390K +13,614 +33%
PI
855
Pettee Investors
Connecticut
$1.58M – – –
I2I
856
Insight 2811 Inc
Illinois
$1.58M +$155K +5,400 +11%
CG
857
Clinton Group
New York
$1.58M +$1.58M +55,164 New
CIM
858
CenturyLink Investment Management
Colorado
$1.56M – – –
CGI
859
CI Global Investments
California
$1.55M -$172K -6,000 -10%
SCM
860
Shelton Capital Management
Colorado
$1.54M -$127K -4,440 -8%
ATC
861
Argent Trust Co
Tennessee
$1.53M +$1.53M +53,385 New
SAS
862
Spectrum Advisory Services
Georgia
$1.52M -$25.8K -900 -2%
WC
863
Whitnell & Co
Illinois
$1.51M – – –
TBNY
864
Trustco Bank (New York)
New York
$1.51M -$369K -12,900 -20%
BCM
865
BBT Capital Management
Texas
$1.51M +$1.51M +52,575 New
PH
866
Pinnacle Holdings
Oklahoma
$1.5M -$65.9K -2,301 -4%
FNBTCON
867
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M +$4.72K +165 +0.3%
MC
868
Moors & Cabot
Massachusetts
$1.49M -$51.9K -1,800 -3%
BFG
869
Beacon Financial Group
Texas
$1.48M -$52.3K -1,809 -3%
GIM
870
Goelzer Investment Management
Indiana
$1.47M -$31.8K -1,110 -2%
FPCG
871
Fort Pitt Capital Group
Pennsylvania
$1.47M -$122K -4,266 -8%
CSUI
872
Cincinnati Specialty Underwriters Insurance
Ohio
$1.46M – – –
FSC
873
Fiduciary Services Corp
Georgia
$1.46M +$146K +5,085 +11%
IEFM
874
IQ EQ Fund Management
Ireland
$1.45M +$1.45M +51,372 New
FCB
875
First Citizens Bancorporation
South Carolina
$1.45M +$290K +10,140 +25%
33 34
35
36 37