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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 %
CC
1001
Cadinha & Co
Hawaii
$824K -$34.3K -1,200 -4%
TI
1002
Trexquant Investment
Connecticut
$824K +$824K +28,800 New
FBT
1003
Founders Bank & Trust
Michigan
$820K -$50.1K -1,749 -6%
OC
1004
Oarsman Capital
Wisconsin
$818K +$12.9K +450 +2%
ST
1005
Spinnaker Trust
Maine
$814K +$32.7K +1,140 +4%
MMPW
1006
Mitchell McLeod Pugh & Williams
Alabama
$813K +$813K +28,410 New
MIHAS
1007
Maj Invest Holding A/S
Denmark
$810K -$25.8K -900 -3%
SIA
1008
Stancorp Investment Advisers
Oregon
$797K +$797K +27,852 New
WRM
1009
Westport Resources Management
Connecticut
$793K – – –
EB
1010
Eastern Bank
Massachusetts
$793K +$17.2K +600 +2%
CB
1011
Cooke & Bieler
Pennsylvania
$792K -$41.6K -1,452 -5%
KCPG
1012
Kavar Capital Partners Group
Kansas
$788K -$11.2K -390 -1%
DC
1013
Deschaine & Company
Illinois
$787K +$787K +27,483 New
GBA
1014
Garrison Bradford & Associates
New York
$777K -$103K -3,600 -12%
RA
1015
Rational Advisors
New York
$776K +$776K +27,120 New
CS
1016
Cannell & Spears
New York
$774K -$5.49K -192 -0.7%
GLI
1017
Guardian Life Insurance
New York
$773K +$1.72K +60 +0.2%
EIA
1018
Edgemoor Investment Advisors
Maryland
$769K – – –
W
1019
Wealthfront
California
$763K +$186K +6,480 +32%
SJL
1020
Shayne & Jacobs LLC
Tennessee
$762K – – –
PIA
1021
Peachtree Investment Advisors
Georgia
$759K -$16.9K -591 -2%
HW
1022
Hancock Whitney
Mississippi
$758K -$859 -30 -0.1%
AIIMS
1023
Analyst IMS Investment Management Services
Israel
$756K +$756K +26,394 New
TCOT
1024
Trust Company of Toledo
Ohio
$753K +$77.3K +2,700 +11%
PL
1025
Plancorp LLC
Missouri
$747K -$734K -25,620 -50%
39 40
41
42 43