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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 %
EBSAM
1151
Eubel Brady & Suttman Asset Management
Ohio
$421K +$2.06K +72 +0.5%
CG
1152
Colony Group
Massachusetts
$421K +$334K +11,670 +384%
SWM
1153
SVA Wealth Management
Wisconsin
$419K +$5.07K +177 +1%
PFS
1154
Prospera Financial Services
Texas
$417K – – –
BFIM
1155
Beese Fulmer Investment Management
Ohio
$417K +$15K +525 +4%
WCM
1156
Windsor Capital Management
Arizona
$416K +$18.1K +633 +5%
JEW
1157
Jamison Eaton & Wood
New Jersey
$415K -$89.1K -3,111 -18%
PCM
1158
Perritt Capital Management
Illinois
$415K -$1.29K -45 -0.3%
CCMG
1159
Clark Capital Management Group
Pennsylvania
$414K +$92.9K +3,243 +29%
HCM
1160
Highbridge Capital Management
New York
$412K -$48.9M -1,706,964 -99%
LNB
1161
Ledyard National Bank
$412K – – –
CL
1162
Choreo LLC
Illinois
$410K -$3.19K -111 -0.8%
NCM
1163
Novare Capital Management
North Carolina
$410K +$8.59K +300 +2%
CIC
1164
Carnegie Investment Counsel
Ohio
$408K +$51.7K +1,716 +15%
FRM
1165
Foundation Resource Management
Arkansas
$406K -$14.4K -504 -3%
AP
1166
AHL Partners
United Kingdom
$405K -$16.8K -588 -4%
PAA
1167
Peregrine Asset Advisers
Oregon
$403K – – –
TSW
1168
Thompson Siegel & Walmsley
Virginia
$400K -$2.15K -75 -0.5%
ZTNA
1169
Zions Trust National Association
Utah
$396K -$36.2K -1,263 -8%
PLFAM
1170
Pineno Levin & Ford Asset Management
Virginia
$396K -$8.59K -300 -2%
HTHT
1171
Hemenway Trust Hemenway Trust
New Hampshire
$396K +$5.15K +180 +1%
HCM
1172
Hall Capital Management
Rhode Island
$391K +$391K +13,671 New
CC
1173
Courier Capital
New York
$390K – – –
PRC
1174
Platte River Capital
Colorado
$386K -$2.98M -104,130 -89%
WA
1175
WealthTrust Axiom
Pennsylvania
$384K -$4.29K -150 -1%
45 46
47
48 49