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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 %
GC
1101
Grimes & Company
Massachusetts
$512K -$18K -630 -3%
1GA
1102
1st Global Advisors
Texas
$511K +$15.6K +546 +3%
HCMNY
1103
Howard Capital Management (New York)
New York
$508K -$17.2K -600 -3%
WHG
1104
Westwood Holdings Group
Texas
$507K – – –
FCM
1105
Forester Capital Management
Illinois
$504K – – –
KFC
1106
Klingenstein Fields & Co
New York
$502K -$79.8K -2,790 -14%
CWP
1107
Capital Wealth Planning
Florida
$498K -$4.05M -141,477 -89%
FAM
1108
Formidable Asset Management
Ohio
$498K +$8.58K +300 +2%
ACM
1109
Apex Capital Management
Ohio
$497K +$5.07K +177 +1%
AHC
1110
Adell Harriman & Carpenter
Texas
$494K -$10.9K -381 -2%
JIC
1111
Joel Isaacson & Co
New York
$493K -$42.7K -1,491 -8%
ST
1112
Sageworth Trust
Pennsylvania
$493K +$493K +17,226 New
JWM
1113
Jacobus Wealth Management
Wisconsin
$492K – – –
BGDI
1114
BW Gestao de Investimentos
Brazil
$490K -$1.01M -35,385 -67%
ITIM
1115
Indiana Trust & Investment Management
Indiana
$490K – – –
FWP
1116
FAS Wealth Partners
Kansas
$490K – – –
HC
1117
Highmount Capital
New York
$489K – – –
HHGA
1118
Halbert Hargrove Global Advisors
California
$488K +$9.1K +318 +2%
LFA
1119
Landmark Financial Advisors
Kentucky
$488K +$488K +17,031 New
CAM
1120
CG Asset Management
New York
$486K – – –
VCAM
1121
Van Cleef Asset Management
Ohio
$479K +$479K +16,725 New
OCG
1122
Opus Capital Group
Ohio
$478K +$478K +16,698 New
WCA
1123
Westover Capital Advisors
Delaware
$477K -$41.2K -1,440 -8%
RIA
1124
Regal Investment Advisors
Michigan
$477K +$28.7K +1,002 +6%
BPC
1125
Banque Pictet & Cie
Switzerland
$473K -$231K -8,052 -33%
43 44
45
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