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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 %
JDR
1226
Jay D. Rosenbaum
$329K +$329K +11,493 New
BA
1227
Boston Advisors
Massachusetts
$328K -$48.7K -1,704 -13%
TB
1228
Terril Brothers
Missouri
$328K +$10.4K +363 +3%
BBA
1229
BLB&B Advisors
Pennsylvania
$327K -$236K -8,250 -42%
WG
1230
Welch Group
Alabama
$325K -$19.4K -678 -6%
OAM
1231
Oberweis Asset Management
Illinois
$324K +$86 +3 +0%
HBT
1232
Hills Bank & Trust
Iowa
$323K – – –
SSWM
1233
Smith Salley Wealth Management
North Carolina
$322K -$216K -7,515 -40%
SFSIG
1234
San Francisco Sentry Investment Group
California
$322K -$68.7K -2,400 -18%
BBPWM
1235
Blue Bell Private Wealth Management
Pennsylvania
$322K – – –
AF
1236
Allworth Financial
California
$322K +$2.92K +102 +0.9%
MLL
1237
Moody Lynn & Lieberson
Massachusetts
$320K – – –
PIM
1238
Penobscot Investment Management
Massachusetts
$319K – – –
GIP
1239
Granite Investment Partners
California
$319K – – –
TCM
1240
Tradewinds Capital Management
Washington
$318K -$14.3K -501 -4%
AF
1241
Affiance Financial
Minnesota
$318K +$318K +11,109 New
CPA
1242
Cowen Prime Advisors
New York
$317K -$86 -3 -0%
BCM
1243
Buckhead Capital Management
Georgia
$316K -$24.9K -870 -7%
JPTCCM
1244
J.P. Turner & Co Capital Management
Georgia
$316K +$316K +11,031 New
BCB
1245
Brian C. Broderick
$315K -$104K -3,645 -25%
BBI
1246
Baxter Bros Inc
Connecticut
$315K -$16.6K -579 -5%
Koshinski Asset Management
1247
Koshinski Asset Management
Illinois
$314K +$314K +10,974 New
BFA
1248
Beaumont Financial Advisors
Massachusetts
$313K -$51.9K -1,815 -14%
CPO
1249
Cerity Partners OCIO
New York
$313K +$29.9K +1,044 +11%
LH
1250
Lebenthal Holdings
New York
$312K +$312K +10,908 New
48 49
50
51 52