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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 %
SAMC
1251
Spectrum Asset Management (California)
California
$310K +$310K +10,824 New
FFA
1252
First Foundation Advisors
California
$303K -$107K -3,741 -26%
NPF
1253
Norris Perne & French
Michigan
$303K -$8.59K -300 -3%
KT
1254
Kanaly Trust
Texas
$301K -$7.22K -252 -2%
UFG
1255
United Fire Group
Iowa
$301K – – –
NYLT
1256
New York Life Trust
New York
$301K +$71.1K +2,484 +31%
AW
1257
Alpha Windward
Massachusetts
$299K +$11.8K +411 +4%
VF
1258
Virtu Financial
New York
$298K -$481K -16,824 -62%
MMG
1259
Monetary Management Group
Missouri
$298K -$8.58K -300 -3%
WJA
1260
Williams Jones & Associates
New York
$298K +$9.97K +348 +3%
PAG
1261
Pinnacle Advisory Group
Maryland
$298K +$72.8K +2,550 +32%
RCM
1262
Rotella Capital Management
Washington
$298K +$298K +10,392 New
IIA
1263
IPG Investment Advisors
California
$298K – – –
SWM
1264
Segment Wealth Management
Texas
$297K -$2.06K -72 -0.7%
SIAM
1265
Sterling Investment Advisors (Missouri)
Missouri
$293K +$293K +10,236 New
PC
1266
Pecaut & Co
Iowa
$292K -$34.4K -1,200 -11%
LIA
1267
LBMC Investment Advisors
Tennessee
$291K +$13K +453 +5%
HH
1268
Hilltop Holdings
Texas
$290K -$14.3K -498 -5%
GAM
1269
Garrison Asset Management
Arkansas
$290K – – –
TCM
1270
Tetrem Capital Management
Manitoba, Canada
$289K +$289K +10,104 New
TWM
1271
Torch Wealth Management
Ohio
$288K – – –
PVWM
1272
Point View Wealth Management
New Jersey
$284K -$3.01K -105 -1%
NEPPG
1273
New England Professional Planning Group
Rhode Island
$284K +$284K +9,660 New
BOS
1274
Bingham Osborn & Scarborough
California
$283K +$3.86K +135 +1%
SM
1275
Stratton Management
Pennsylvania
$283K +$283K +9,900 New
49 50
51
52 53