WMT icon

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
$6.62B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.53B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M
5
Wells Fargo
Wells Fargo
California
$861M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$753M
2
MAM
Magellan Asset Management
Australia
$478M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$438M
4
AllianceBernstein
AllianceBernstein
Tennessee
$279M
5
Citigroup
Citigroup
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
101
Eaton Vance Management
Massachusetts
$141M +$7.55M +263,670 +6%
US Bancorp
102
US Bancorp
Minnesota
$137M -$1.47M -51,204 -1%
Citadel Advisors
103
Citadel Advisors
Florida
$137M +$127M +4,441,929 +1,262%
AI
104
Analytic Investors
California
$133M -$77M -2,688,561 -37%
Bessemer Group
105
Bessemer Group
New Jersey
$133M +$27.5M +961,554 +26%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$132M +$24.3M +847,230 +23%
TA
107
Teachers Advisors
New York
$131M +$5.8M +202,659 +5%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$130M +$35.8M +1,251,636 +38%
Axa
109
Axa
France
$120M -$4.01M -139,932 -3%
SO
110
STRS Ohio
Ohio
$120M -$1.56M -54,456 -1%
BTS
111
BB&T Securities
Virginia
$120M +$10.6M +37,170 +10%
FPP
112
Findlay Park Partners
United Kingdom
$120M -$3.82M -133,290 -3%
CANY
113
Caxton Associates (New York)
New York
$119M +$119M +4,155,600 New
Pzena Investment Management
114
Pzena Investment Management
New York
$117M -$49.4K -1,725 -0%
JHIU
115
Janus Henderson Investors US
Colorado
$117M -$29.6M -1,035,633 -20%
AC
116
Alleghany Corporation
New York
$115M – – –
RFS
117
Rockefeller Financial Services
New York
$114M +$38M +1,326,543 +50%
SDIC
118
South Dakota Investment Council
South Dakota
$114M -$928K -32,400 -0.8%
WA
119
Wasatch Advisors
Utah
$114M – – –
GC
120
Guggenheim Capital
Illinois
$111M +$10.4M +364,845 +10%
Comerica Bank
121
Comerica Bank
Texas
$108M +$53.5M +1,869,045 +98%
EA
122
Euclid Advisors
Connecticut
$105M +$4.18M +146,028 +4%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$104M -$9.47M -330,744 -8%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$104M +$11.2M +392,196 +12%
VFA
125
Virtus Fund Advisers
Connecticut
$103M +$36.8M +1,283,979 +55%
3 4
5
6 7