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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 %
SAM
876
Sequent Asset Management
Texas
$1.44M – – –
OIA
877
Optimum Investment Advisors
Illinois
$1.43M +$53.2K +1,860 +4%
WA
878
WBH Advisory
Maryland
$1.43M -$40.8K -1,425 -3%
RHDIC
879
R.H. Dinel Investment Counsel
California
$1.43M – – –
CCG
880
Cypress Capital Group
Florida
$1.41M -$19.3K -675 -1%
BB
881
Busey Bank
Illinois
$1.41M -$41.6K -1,455 -3%
FCFC
882
First Commonwealth Financial Corp
Pennsylvania
$1.4M -$31.3K -1,092 -2%
BEAM
883
Baker Ellis Asset Management
Washington
$1.4M -$26.6K -930 -2%
GS
884
GAM Systematic
United Kingdom
$1.39M +$1.39M +48,486 New
DIS
885
Diversified Investment Strategies
Louisiana
$1.38M -$30.1K -1,050 -2%
MIM
886
Midwest Investment Management
Ohio
$1.37M -$103K -3,600 -7%
MCM
887
Maryland Capital Management
Maryland
$1.37M +$34.3K +1,200 +3%
SAM
888
Silvercrest Asset Management
New York
$1.36M +$13.9K +486 +1%
AR
889
Advisory Research
Illinois
$1.36M -$501K -17,502 -27%
WCM
890
Wunderlich Capital Managemnt
Tennessee
$1.35M +$31.2K +1,092 +2%
GGI
891
Godsey & Gibb Inc
Virginia
$1.34M – – –
FAAM
892
First Allied Asset Management
California
$1.33M -$119K -4,134 -8%
PRCM
893
Pine River Capital Management
Minnesota
$1.33M -$689K -24,048 -34%
CAM
894
Centre Asset Management
New York
$1.32M – – –
BSWMG
895
Barrington Strategic Wealth Management Group
Illinois
$1.32M +$14.2K +495 +1%
Aristotle Capital Management
896
Aristotle Capital Management
California
$1.32M +$12.9K +450 +1%
LC
897
Lincoln Capital
Nebraska
$1.32M +$1.32M +46,059 New
LWM
898
LBA Wealth Management
Florida
$1.31M -$61K -2,130 -4%
BFC
899
Blue Fin Capital
Rhode Island
$1.31M – – –
SNBOSCI
900
Security National Bank of Sioux City Iowa
Iowa
$1.31M -$21.6K -753 -2%
34 35
36
37 38