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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 %
RCAG
951
Rehmann Capital Advisory Group
Michigan
$1.1M -$4.9K -171 -0.4%
PAM
952
Palisade Asset Management
Minnesota
$1.09M -$25.8K -900 -2%
SAM
953
Summit Asset Management
Tennessee
$1.08M +$10.5K +366 +1%
DSC
954
Duncker Streett & Co
Missouri
$1.07M -$60.1K -2,100 -5%
ASN
955
Advisory Services Network
Georgia
$1.06M +$31.5K +1,089 +3%
RT
956
Reliance Trust
Georgia
$1.06M -$258 -9 -0%
CCS
957
Crosspoint Capital Strategies
California
$1.06M +$880K +30,747 +494%
SJIM
958
St. Johns Investment Management
Florida
$1.06M -$15K -525 -1%
SMC
959
Smith, Moore & Co
Missouri
$1.05M -$53.2K -1,860 -5%
DAC
960
Dividend Assets Capital
South Carolina
$1.04M -$8.59K -300 -0.8%
FCMC
961
Founders Capital Management (Connecticut)
Connecticut
$1.04M +$52.4K +1,830 +5%
PAI
962
Pittenger & Anderson Inc
Nebraska
$1.04M +$14.2K +495 +1%
HSA
963
HBK Sorce Advisory
Pennsylvania
$1.04M +$243K +8,505 +31%
CNBT
964
Canandaigua National Bank & Trust
New York
$1.03M +$8.25K +288 +0.8%
Wealth Enhancement Advisory Services
965
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$1.03M +35,865 New
SC
966
Savant Capital
Illinois
$1.03M +$13.6K +474 +1%
CTA
967
Colonial Trust Advisors
South Carolina
$1.02M -$1.03M -36,006 -50%
RAM
968
Ramsey Asset Management
Virginia
$1.02M +$1.02M +35,700 New
KL
969
KWMG LLC
Kansas
$1.02M +$1.02M +35,610 New
MPIA
970
Mountain Pacific Investment Advisers
Idaho
$1.02M -$34.4K -1,200 -3%
MPI
971
Mairs & Power Inc
Minnesota
$988K -$39.8K -1,392 -4%
PP
972
Patten & Patten
Tennessee
$987K -$7.04K -246 -0.7%
SNBOSD
973
Security National Bank of So Dak
Iowa
$976K +$20.1K +702 +2%
NGA
974
Naples Global Advisors
Florida
$970K – – –
HCM
975
Hollencrest Capital Management
California
$951K -$120K -4,194 -11%
37 38
39
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