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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 %
MCM
1276
MAI Capital Management
Ohio
$282K -$27.9K -975 -9%
PHK
1277
Point72 Hong Kong
Hong Kong
$282K +$282K +9,855 New
WIC
1278
Wilkins Investment Counsel
Massachusetts
$281K – – –
EAM
1279
Evanson Asset Management
California
$281K +$38.1K +1,329 +16%
CA
1280
CapWealth Advisors
Tennessee
$280K -$4.81K -168 -2%
SGA
1281
Strategic Global Advisors
California
$278K +$278K +9,720 New
SS
1282
Sunbelt Securities
Texas
$278K +$278K +9,726 New
TC
1283
Telemus Capital
Michigan
$274K -$5.66K -198 -2%
IWA
1284
Inspirion Wealth Advisors
Illinois
$272K +$272K +9,486 New
CAM
1285
Congress Asset Management
Massachusetts
$271K -$258K -9,000 -49%
IAMOG
1286
Investors Asset Management of Georgia
Georgia
$271K +$271K +9,450 New
SCA
1287
Salient Capital Advisors
Texas
$269K -$8.59K -300 -3%
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$268K +9,375 New
FPCM
1289
Financial Partners Capital Management
New York
$266K – – –
DCM
1290
Donaldson Capital Management
Indiana
$265K +$265K +9,273 New
BST
1291
Bath Savings Trust
Maine
$264K – – –
FIM
1292
Freedom Investment Management
Connecticut
$263K +$263K +9,186 New
PO
1293
Private Ocean
California
$260K +$241K +8,400 +1,244%
CS
1294
Comerica Securities
Michigan
$260K +$260K +9,066 New
NFGCM
1295
Norman Fields Gottscho Capital Management
New York
$258K – – –
NSIM
1296
North Star Investment Management
Illinois
$256K – – –
BSB
1297
Bangor Savings Bank
Maine
$255K +$18.7K +651 +8%
WAM
1298
Wolverine Asset Management
Illinois
$254K -$61.5K -2,154 -19%
MRCM
1299
M&R Capital Management
New Jersey
$253K -$180K -6,300 -42%
FIB
1300
First Interstate Bank
Montana
$253K +$253K +8,838 New
50 51
52
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