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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 %
IP
1026
Investment Partners
Ohio
$739K +$739K +25,821 New
GSBTD
1027
Glenview State Bank Trust Department
Illinois
$735K -$51.5K -1,800 -7%
BAS
1028
Brown Advisory Securities
Maryland
$733K -$93.7K -3,282 -11%
Envestnet Asset Management
1029
Envestnet Asset Management
Illinois
$731K +$317K +11,073 +77%
PWP
1030
Private Wealth Partners
California
$726K +$25.8K +900 +4%
CNC
1031
Citizens & Northern Corp
Pennsylvania
$723K -$748K -26,112 -51%
MHS
1032
M Holdings Securities
Oregon
$716K -$172K -6,000 -19%
WPC
1033
White Pine Capital
Minnesota
$715K -$17.2K -600 -2%
HMS
1034
Hanseatic Management Services
New Mexico
$706K +$706K +24,666 New
MIAN
1035
Mariner Independent Advisor Network
Kansas
$697K +$398K +13,887 +133%
BIM
1036
Bridgecreek Investment Management
Oklahoma
$693K – – –
SFSG
1037
Stearns Financial Services Group
North Carolina
$685K +$227K +7,914 +49%
EVM
1038
Evelyn V. Moreno
$680K -$253K -8,850 -27%
ATC
1039
Adirondack Trust Company
New York
$680K -$19.3K -675 -3%
NIMI
1040
Natixis Investment Managers International
France
$679K -$2.33M -81,294 -77%
IB
1041
Intrust Bank
Kansas
$664K -$22.7K -792 -3%
KA
1042
Kovack Advisors
Florida
$659K +$359K +12,540 +120%
BCM
1043
Birmingham Capital Management
Alabama
$654K – – –
CC
1044
Cannell & Co
New York
$651K -$6.02K -210 -0.9%
CFG
1045
Cambridge Financial Group
Ohio
$650K -$6.13M -214,161 -90%
SAMC
1046
Shinko Asset Management Company
Japan
$650K -$74.3K -2,595 -10%
FFSOTS
1047
Fiduciary Financial Services of The Southwest
Texas
$650K -$5.93K -207 -0.9%
KB
1048
Kimelman & Baird
New York
$645K – – –
T
1049
Thomaspartners
Massachusetts
$639K -$4.04K -141 -0.6%
GAM
1050
Gould Asset Management
California
$638K +$132K +4,605 +26%
40 41
42
43 44