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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 %
RMDI
1201
R.M. Davis Inc
Maine
$359K +$30K +1,050 +9%
FMLI
1202
Fukoku Mutual Life Insurance
Japan
$357K -$42.9K -1,500 -11%
BJL
1203
Brighton Jones LLC
Washington
$356K -$766K -26,799 -68%
WA
1204
Waverly Advisors
Alabama
$354K -$25.5K -891 -7%
IFB
1205
iAB Financial Bank
Indiana
$353K +$3.43K +120 +1%
STMM
1206
South Texas Money Management
Texas
$353K +$9.1K +318 +3%
NAM
1207
NTV Asset Management
West Virginia
$353K +$42.9K +1,500 +14%
SBWM
1208
Sunflower Bank Wealth Management
Arizona
$352K -$86K -3,000 -20%
CK
1209
Carnick & Kubik
Colorado
$352K – – –
TAM
1210
Trillium Asset Management
Massachusetts
$352K – – –
CBOR
1211
Community Bank of Raymore
Missouri
$351K +$351K +12,339 New
PGCM
1212
Prescott Group Capital Management
Oklahoma
$344K – – –
BGA
1213
Belmont Global Advisors
Texas
$344K +$344K +12,000 New
MWAC
1214
Mariner Wealth Advisors (Cincinnati)
Ohio
$343K -$20K -699 -6%
ED
1215
Exane Derivatives
France
$343K +$343K +11,979 New
KL
1216
Kinsight LLC
Alabama
$342K +$60.5K +2,115 +21%
RCM
1217
RNC Capital Management
California
$340K -$29.9K -1,044 -8%
1IA
1218
1834 Investment Advisors
Wisconsin
$339K -$86.2K -3,012 -20%
CL
1219
CPWM LLC
Washington
$336K +$23K +801 +7%
WI
1220
Wedgewood Investors
Pennsylvania
$334K – – –
KA
1221
KLCM Advisors
Wisconsin
$333K +$23K +804 +7%
MGIA
1222
Moneta Group Investment Advisors
Missouri
$331K -$62.3K -2,175 -16%
EWA
1223
Exencial Wealth Advisors
Oklahoma
$329K -$1.87K -63 -0.6%
DSAM
1224
Dock Street Asset Management
Florida
$329K – – –
QC
1225
QCM Cayman
Texas
$329K +$329K +11,484 New
47 48
49
50 51