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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 %
ANB
926
Amarillo National Bank
Texas
$1.19M -$66.7K -2,331 -5%
EGA
927
Eagle Global Advisors
Texas
$1.19M -$172K -6,000 -13%
RBC
928
Ronald Blue & Co
Georgia
$1.18M +$58.9K +2,058 +5%
CC
929
Cognios Capital
Kansas
$1.18M +$28.3K +990 +2%
PG
930
Proffitt & Goodson
Tennessee
$1.17M -$10.7K -375 -0.9%
PSI
931
Pinnacle Summer Investments
Virginia
$1.17M +$74.6K +2,619 +7%
FAG
932
Financial Advisory Group
Texas
$1.16M -$6.7K -234 -0.6%
CIM
933
CIM Investment Management
Pennsylvania
$1.16M -$36.3K -1,269 -3%
RGC
934
Roberts, Glore & Co
Illinois
$1.16M +$3.44K +120 +0.3%
LIM
935
Leavell Investment Management
Alabama
$1.15M -$4.72K -165 -0.4%
MFS
936
MSI Financial Services
Massachusetts
$1.15M -$58.1K -2,031 -5%
AAM
937
Aston Asset Management
Illinois
$1.14M -$2.7M -93,948 -70%
IPC
938
Independent Portfolio Consultants
Florida
$1.14M +$1.06M +37,044 +1,307%
CBU
939
CIBC Bank USA
Illinois
$1.12M -$150K -5,250 -12%
MPAM
940
Murphy Pohlad Asset Management
Minnesota
$1.12M – – –
BSW
941
Buckingham Strategic Wealth
Missouri
$1.12M -$115K -4,026 -9%
NIM
942
Northeast Investment Management
Massachusetts
$1.12M -$22.5K -786 -2%
AAM
943
Azzad Asset Management
Virginia
$1.12M +$751K +26,226 +205%
HTC
944
Haverford Trust Company
Pennsylvania
$1.12M +$56.2K +1,962 +5%
WAM
945
Weatherly Asset Management
California
$1.11M -$13K -453 -1%
WPP
946
Whalerock Point Partners
Rhode Island
$1.11M – – –
WS
947
Wedbush Securities
California
$1.11M -$98.4K -3,438 -8%
Jane Street
948
Jane Street
New York
$1.11M +$272K +9,498 +33%
ST
949
Somerset Trust
Pennsylvania
$1.11M +$273K +9,543 +33%
VHAM
950
Van Hulzen Asset Management
California
$1.1M -$1.68M -58,536 -60%
36 37
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