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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 %
PCA
1051
Peddock Capital Advisors
Massachusetts
$636K +$76.4K +2,670 +14%
FHB
1052
First Hawaiian Bank
Hawaii
$634K -$28.6K -999 -4%
PMFA
1053
Plante Moran Financial Advisors
Michigan
$633K +$130K +4,545 +26%
MAM
1054
Mizuho Asset Management
Japan
$624K -$4.9M -171,063 -89%
VNA
1055
VNBTrust National Association
Virginia
$621K +$1.29K +45 +0.2%
FHC
1056
First Heartland Consultants
Missouri
$621K +$1.98K +69 +0.3%
SIM
1057
SSI Investment Management
California
$617K +$248K +8,625 +67%
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$611K +$56.2K +1,965 +10%
CAI
1059
Capital Advisors Inc
Oklahoma
$605K +$71.9K +2,511 +13%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$605K -$86.1K -3,000 -12%
MCWS
1061
McKinley Carter Wealth Services
West Virginia
$601K +$303K +10,578 +101%
WB
1062
Webster Bank
Connecticut
$597K +$10.7K +375 +2%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$591K -$128K -4,458 -18%
HWA
1064
Heritage Wealth Advisors
Virginia
$590K +$17.2K +600 +3%
OWD
1065
Osborn Williams & Donohoe
Ohio
$587K -$17.2K -600 -3%
KFA
1066
Kays Financial Advisory
Georgia
$587K +$145K +5,055 +33%
AA
1067
ALPS Advisors
Colorado
$586K -$87.4K -3,054 -13%
CFA
1068
Carroll Financial Associates
North Carolina
$583K -$279K -9,639 -32%
MAA
1069
Mraz Amerine & Associates
California
$583K -$945 -33 -0.2%
ZCA
1070
Zeke Capital Advisors
Pennsylvania
$580K +$110K +3,828 +23%
SCM
1071
SOL Capital Management
Maryland
$578K – – –
IOOF
1072
Independent Order of Foresters
Ontario, Canada
$575K -$8.58K -300 -1%
SCM
1073
Sterneck Capital Management
Missouri
$573K -$34.4K -1,200 -6%
OMC
1074
Overbrook Management Corp
New York
$569K – – –
NIT
1075
NumerixS Investment Technologies
British Columbia, Canada
$567K +$567K +19,800 New
41 42
43
44 45