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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 %
Manulife (Manufacturers Life Insurance)
1351
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204K +$9.8K +342,246 +5%
FSA
1352
Franklin Street Advisors
North Carolina
$203K +$203K +7,098 New
EA
1353
Elm Advisors
California
$202K +$202K +7,050 New
VWM
1354
Vector Wealth Management
Minnesota
$201K +$201K +7,014 New
BKBG
1355
BHF Kleinwort Benson Group
Belgium
$200K – – –
FNFDCM
1356
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$200K +$200K +6,999 New
HPBT
1357
High Point Bank & Trust
North Carolina
$196K -$223K -7,800 -53%
OSNBOA
1358
Old Second National Bank of Aurora
Illinois
$191K – – –
BRWM
1359
B. Riley Wealth Management
Tennessee
$186K +$135K +4,722 +262%
MFBTD
1360
MB Financial Bank - Trust Department
Illinois
$182K -$270K -9,456 -60%
HIM
1361
Hillsdale Investment Management
Ontario, Canada
$180K -$266K -9,300 -60%
CFG
1362
CKW Financial Group
Hawaii
$179K – – –
PIM
1363
Parasol Investment Management
Illinois
$177K +$44.6K +1,560 +34%
BCP
1364
Blue Chip Partners
Michigan
$175K +$175K +6,102 New
HSA
1365
Hussman Strategic Advisors
Maryland
$172K -$116K -4,050 -40%
RCWMU
1366
Rothschild & Co Wealth Management (UK)
United Kingdom
$172K – – –
BWA
1367
Burt Wealth Advisors
Maryland
$172K +$172K +6,006 New
S
1368
SignatureFD
Georgia
$171K -$124K -4,314 -42%
CAW
1369
Cornerstone Advisors (Washington)
Washington
$169K +$152K +5,298 +883%
M
1370
MOTCO
Texas
$164K +$15.8K +555 +11%
GWS
1371
Glassman Wealth Services
Virginia
$162K +$162K +5,667 New
KA
1372
Klingman & Associates
New York
$160K +$160K +5,610 New
FNBSF
1373
First National Bank Sioux Falls
South Dakota
$157K +$9.28K +324 +6%
FCCM
1374
First City Capital Management
Georgia
$157K – – –
SC
1375
SRB Corp
Massachusetts
$149K -$10.1K -354 -6%
53 54
55
56 57