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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 %
EIM
1126
Essex Investment Management
Massachusetts
$472K +$42.9K +1,500 +10%
EIP
1127
Epoch Investment Partners
New York
$470K +$168K +5,883 +56%
NME
1128
Notis-McConarty Edward
$468K – – –
JPMIA
1129
J.P. Marvel Investment Advisors
Massachusetts
$462K – – –
TCB
1130
Texas Capital Bancshares
Texas
$460K +$11.5K +402 +3%
TIA
1131
Tiemann Investment Advisors
California
$457K – – –
PFP
1132
Pinnacle Financial Partners
Tennessee
$454K +$73.8K +2,580 +19%
IH
1133
IFC Holdings
Florida
$450K -$31.3K -1,080 -7%
SNT
1134
Security National Trust
West Virginia
$449K -$116K -4,035 -20%
NYLIM
1135
New York Life Investment Management
New York
$447K -$68.8K -2,400 -13%
FNBOO
1136
First National Bank of Omaha
Nebraska
$447K -$18.3K -639 -4%
Royal London Asset Management
1137
Royal London Asset Management
United Kingdom
$446K +$105K +362,262 +31%
OPTFSNA
1138
Old Point Trust & Financial Services N A
Virginia
$446K – – –
SOAMC
1139
Spirit of America Management Corp
New York
$440K – – –
LNC
1140
Lincoln National Corp
Pennsylvania
$439K +$45.3K +1,584 +12%
AIM
1141
Advantage Investment Management
Iowa
$438K +$438K +15,285 New
TWA
1142
TCI Wealth Advisors
Arizona
$437K -$18.3K -639 -4%
ZIC
1143
ZWJ Investment Counsel
Georgia
$433K +$6.01K +210 +1%
AP
1144
Appleton Partners
Massachusetts
$432K -$60.4K -2,112 -12%
FNB
1145
Farmers National Bank
Kentucky
$432K +$432K +15,087 New
PWM
1146
Perigon Wealth Management
California
$431K – – –
CT
1147
Coastline Trust
Rhode Island
$426K +$189K +6,600 +80%
JCM
1148
Janney Capital Management
Pennsylvania
$425K +$6.27K +219 +1%
MTC
1149
McDaniel Terry & Co
Texas
$423K -$5.16K -180 -1%
CFA
1150
CT Financial Advisors
Pennsylvania
$423K +$423K +14,769 New
44 45
46
47 48