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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 %
WFMPM
1301
Woodley Farra Manion Portfolio Management
Indiana
$252K +$17.2K +600 +7%
PWAP
1302
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$249K – – –
USGIU
1303
U.S. Global Investors (USGI)
Texas
$249K +$249K +8,700 New
GAM
1304
Gemmer Asset Management
California
$247K +$86 +3 +0%
ANBTV
1305
American National Bank & Trust (Virginia)
Virginia
$243K -$181K -6,300 -43%
C
1306
CFO4Life
Texas
$243K +$243K +8,481 New
OA
1307
Oxbow Advisors
Texas
$242K – – –
JIR
1308
James Investment Research
Ohio
$242K +$155K +5,430 +180%
TNB
1309
Thomasville National Bank
Georgia
$241K -$6.44K -225 -3%
DCLA
1310
Douglas C. Lane & Associates
New York
$241K +$241K +8,433 New
SRAM
1311
Stone Ridge Asset Management
New York
$240K +$240K +8,400 New
NAMP
1312
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K – – –
HI
1313
Hudock Inc
Pennsylvania
$237K -$4.73K -165 -2%
NES
1314
New England Securities
New York
$237K +$5.84K +204 +3%
HP
1315
HT Partners
Connecticut
$236K +$8.08K +282 +4%
SHWM
1316
Smith & Howard Wealth Management
Georgia
$235K – – –
SAM
1317
Strategy Asset Managers
California
$235K – – –
BBNB
1318
Baker Boyer National Bank
Washington
$234K -$1.72K -60 -0.7%
WA
1319
WealthTrust-Arizona
Arizona
$234K +$17.1K +600 +8%
DIA
1320
Dana Investment Advisors
Wisconsin
$234K +$234K +8,157 New
CCM
1321
Coldstream Capital Management
Washington
$233K +$4.97K +174 +2%
SCM
1322
Stonebridge Capital Management
California
$232K -$27.1K -945 -10%
SL
1323
Summitry LLC
California
$232K -$4.47K -156 -2%
MCC
1324
Mid Continent Capital
Illinois
$231K – – –
GAG
1325
GM Advisory Group
New York
$229K +$229K +8,010 New
51 52
53
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