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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 %
CTI
901
Community Trust & Investment
Kentucky
$1.3M -$72.3K -2,526 -5%
HPCM
902
High Pointe Capital Management
Illinois
$1.3M +$314K +10,950 +32%
KIA
903
KCM Investment Advisors
California
$1.29M +$55.7K +1,947 +5%
RHJA
904
Rice Hall James & Associates
California
$1.29M – – –
BAM
905
Burgundy Asset Management
Ontario, Canada
$1.29M – – –
AIM
906
Aspen Investment Management
Michigan
$1.28M -$3.18K -111 -0.2%
TCOV
907
Trust Company of Vermont
Vermont
$1.28M -$11.3K -396 -0.9%
MPM
908
Meritage Portfolio Management
Kansas
$1.27M +$8.59K +300 +0.7%
BTNA
909
Bremer Trust National Association
Minnesota
$1.25M +$16.1K +564 +1%
CT
910
Cambridge Trust
Massachusetts
$1.24M +$474K +16,563 +62%
CWM
911
Concert Wealth Management
California
$1.24M +$363K +12,666 +42%
IFS
912
Ifrah Financial Services
Arkansas
$1.23M -$23.2K -810 -2%
AI
913
Atria Investments
North Carolina
$1.23M -$2.41K -84 -0.2%
MIC
914
MU Investments Company
Japan
$1.23M +$4.34K +150 +0.4%
EPM
915
Equitec Proprietary Markets
Illinois
$1.22M +$1.22M +42,774 New
PTC
916
Private Trust Company
Ohio
$1.22M +$322K +11,244 +36%
CCG
917
Chatham Capital Group
Georgia
$1.22M -$8.59K -300 -0.7%
KFS
918
Kurt F. Somerville
$1.21M +$650K +22,695 +116%
ST
919
Smithfield Trust
Pennsylvania
$1.2M -$107K -3,744 -8%
BDF
920
Balasa Dinverno & Foltz
$1.2M -$4.64K -162 -0.4%
FDCC
921
Foster Dykema Cabot & Co
Massachusetts
$1.2M -$38.7K -1,350 -3%
DSI
922
Daiwa SB Investments
Japan
$1.2M +$1.2M +41,751 New
BC
923
Bartlett & Co
Ohio
$1.19M -$498K -17,400 -29%
WA
924
Wheatland Advisors
Pennsylvania
$1.19M -$8.59K -300 -0.7%
EFS
925
Essex Financial Services
Connecticut
$1.19M +$133K +4,629 +13%
35 36
37
38 39