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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 %
TIM
1076
Tortoise Investment Management
New York
$560K – – –
PFSC
1077
Peoples Financial Services Corp
Pennsylvania
$560K +$51.5K +1,800 +10%
TF
1078
Trutina Financial
Washington
$558K -$8.59K -300 -2%
MA
1079
Marshwinds Advisory
Georgia
$556K – – –
AIC
1080
Atlantic Investment Company
Georgia
$556K +$556K +19,425 New
BFO
1081
Boston Family Office
Massachusetts
$553K – – –
AMG
1082
Asset Management Group
Connecticut
$551K – – –
WEC
1083
Winslow Evans & Crocker
Massachusetts
$551K +$4.47K +156 +0.8%
VCM
1084
Violich Capital Management
California
$547K – – –
CCB
1085
Cutter & Co Brokerage
Missouri
$543K +$83.1K +2,901 +18%
NA
1086
Navellier & Associates
Nevada
$537K -$715K -24,957 -57%
FNBOH
1087
First National Bank of Hutchinson
Kansas
$536K +$51.9K +1,815 +11%
JIM
1088
Jensen Investment Management
Oregon
$535K -$37.8K -1,320 -7%
SA
1089
SRH Advisors
Kansas
$532K – – –
GWCM
1090
Godshalk Welsh Capital Management
Pennsylvania
$532K +$532K +18,600 New
FTI
1091
Fiduciary Trust International
Massachusetts
$531K +$1.55K +54 +0.3%
FWM
1092
Focused Wealth Management
New York
$529K -$36.5K -1,275 -6%
NAM
1093
Nichols Asset Management
Massachusetts
$524K – – –
JIM
1094
Jupiter Investment Management
United Kingdom
$523K +$523K +18,300 New
FFC
1095
First Financial Corp
Indiana
$522K -$72.5K -2,535 -12%
NFG
1096
Nadler Financial Group
Illinois
$521K +$90.3K +3,153 +21%
CAM
1097
Columbia Asset Management
Michigan
$518K -$15.4K -540 -3%
MAA
1098
Matrix Asset Advisors
New York
$515K – – –
RCM
1099
Reynolds Capital Management
Nevada
$515K +$232K +8,100 +82%
GWI
1100
Grace & White Inc
New York
$514K – – –
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