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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 %
PR
1326
Payden & Rygel
California
$225K – – –
TSWM
1327
Triangle Securities Wealth Management
North Carolina
$225K – – –
JWBC
1328
J.W. Burns & Co
New York
$224K +$224K +7,824 New
CIP
1329
Champlain Investment Partners
Vermont
$223K +$223K +7,800 New
CA
1330
Cambridge Advisors
Nebraska
$223K +$223K +7,800 New
AMIM
1331
Aull & Monroe Investment Management
Alabama
$222K -$11.6K -405 -5%
CI
1332
Chartist Inc
California
$220K +$220K +7,635 New
SGK
1333
Steigerwald Gordon & Koch
Virginia
$216K +$216K +8,010 New
KPCM
1334
Kings Point Capital Management
New York
$215K – – –
WAM
1335
Wood Asset Management
Florida
$215K +$215K +7,503 New
HDIM
1336
Hanson & Doremus Investment Management
Vermont
$214K – – –
ECM
1337
Estabrook Capital Management
New York
$214K – – –
RW
1338
Rand Wealth
Maryland
$211K -$46.9K -1,587 -18%
MBT
1339
Montecito Bank & Trust
California
$210K +$210K +7,329 New
CRIG
1340
Charter Research & Investment Group
Connecticut
$210K +$210K +7,329 New
MFW
1341
Meristem Family Wealth
Minnesota
$210K +$210K +7,338 New
SIG
1342
Sky Investment Group
Connecticut
$208K -$59.7K -2,085 -22%
NERM
1343
New England Research & Management
Illinois
$208K – – –
MWP
1344
MYCIO Wealth Partners
Pennsylvania
$208K +$60.2K +2,100 +41%
FANJ
1345
Financial Architects (New Jersey)
New Jersey
$206K +$16.7K +582 +9%
KFA
1346
Kelleher Financial Advisors
New York
$206K +$206K +7,200 New
MIP
1347
Marietta Investment Partners
Wisconsin
$206K +$206K +7,200 New
CCM
1348
Catawba Capital Management
Virginia
$205K +$205K +7,164 New
OA
1349
Outfitter Advisors
Virginia
$204K +$204K +7,125 New
MGAM
1350
McGowan Group Asset Management
Texas
$204K +$204K +7,137 New
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