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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 %
WIL
1376
Winifred I. Li
$146K -$64.3K -2,250 -31%
TRCT
1377
Tower Research Capital (TRC)
New York
$138K -$98.6K -3,456 -42%
HFM
1378
Hartford Financial Management
Connecticut
$126K – – –
P
1379
Palladiem
Pennsylvania
$126K +$126K +4,395 New
BCM
1380
Blume Capital Management
California
$125K – – –
SC
1381
Saiers Capital
New York
$120K +$120K +4,200 New
CAL
1382
Capital Analysts LLC
Pennsylvania
$119K +$24K +840 +25%
CPIG
1383
Chicago Partners Investment Group
Illinois
$115K +$115K +4,026 New
HR
1384
Howe & Rusling
New York
$109K – – –
AC
1385
Alexandria Capital
Virginia
$106K – – –
GI
1386
Gradient Investments
Minnesota
$106K +$2.91K +102 +3%
MCM
1387
MV Capital Management
Maryland
$98K +$98K +3,438 New
DOA
1388
D'Orazio & Associates
Virginia
$95K – – –
IP
1389
Isthmus Partners
Wisconsin
$94K +$94K +3,300 New
NCM
1390
Nelson Capital Management
California
$91K – – –
SFFS
1391
Stonehage Fleming Financial Services
Jersey
$83K +$83K +2,904 New
WOC
1392
West Oak Capital
California
$81.6K – – –
IMS
1393
Index Management Solutions
Pennsylvania
$78K -$1.53M -53,619 -95%
IWC
1394
Integrated Wealth Counsel
California
$77K – – –
TFO
1395
Tarbox Family Office
California
$71K -$53.3K -1,863 -43%
FMP
1396
Financial Management Professionals
Texas
$71K – – –
WCM
1397
Wealthcare Capital Management
Virginia
$62K +$1.64K +57 +3%
PFG
1398
Pacific Financial Group
Washington
$60K +$60K +2,085 New
SC
1399
Searle & Co
Connecticut
$60K +$60K +2,100 New
PIA
1400
Piedmont Investment Advisors
North Carolina
$58.4K -$4.72K -165 -7%
54 55
56
57 58