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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 %
FMA
1401
FNY Managed Accounts
New York
$58.4K +$58.4K +2,040 New
VC
1402
Vestor Capital
Illinois
$58K -$8.92M -308,991 -99%
HCM
1403
Highlander Capital Management
New Jersey
$50K – – –
MBT
1404
Monroe Bank & Trust
Michigan
$50K +$50K +1,731 New
AIA
1405
Alerus Investment Advisors
Minnesota
$49K – – –
AA
1406
Apriem Advisors
California
$46K – – –
CWM
1407
Cranbrook Wealth Management
Michigan
$44K – – –
CHP
1408
Cable Hill Partners
Oregon
$44K +$44K +1,527 New
SMG
1409
Spectrum Management Group
Indiana
$43K – – –
VNA
1410
Valley National Advisers
Pennsylvania
$42K +$42K +1,584 New
KTC
1411
Kistler-Tiffany Companies
Pennsylvania
$40K -$7.15K -252 -15%
ACM
1412
Axel Capital Management
New York
$39K – – –
NC
1413
NewSquare Capital
Pennsylvania
$39K – – –
SCP
1414
Syntal Capital Partners
Texas
$38K – – –
SIG
1415
Stanford Investment Group
California
$37K +$37K +1,296 New
JFA
1416
JNBA Financial Advisors
Minnesota
$36K – – –
AP
1417
Atwood & Palmer
Missouri
$35K -$85.3K -2,925 -71%
AP
1418
Advisors Preferred
Maryland
$34K +$34K +1,188 New
QT
1419
Quantbot Technologies
New York
$34K -$379K -13,416 -92%
BAM
1420
Brave Asset Management
New Jersey
$34K – – –
BKA
1421
Brick & Kyle Associates
Pennsylvania
$34K +$34K +1,200 New
BAM
1422
Barrett Asset Management
New York
$33K -$84.6K -3,000 -72%
CFSG
1423
Community Financial Services Group
Vermont
$33K +$4.5K +159 +16%
BOK
1424
Bank of Kentucky
Kentucky
$30K -$2.14K -75 -7%
OC
1425
Oakworth Capital
Alabama
$30K – – –
55 56
57
58 59