WMT icon

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 %
UFA
1426
US Financial Advisors
Massachusetts
$29K +$29K +1,008 New
GWA
1427
Genesis Wealth Advisors
Massachusetts
$28.3K +$28.3K +1,017 New
IC
1428
Intersect Capital
California
$27K +$27K +933 New
AII
1429
AGF Investments Inc
Ontario, Canada
$26K -$8.67K -300 -25%
ARMC
1430
American Research & Management Company
Massachusetts
$26K – – –
HIM
1431
Hutchens Investment Management
New Hampshire
$26K +$26K +900 New
CFS
1432
Commonwealth Financial Services
West Virginia
$26K +$26K +900 New
MFS
1433
McNamara Financial Services
Massachusetts
$26K +$26K +900 New
LWA
1434
Lowe Wealth Advisors
Maryland
$26K +$26K +921 New
SAM
1435
Shamrock Asset Management
Texas
$24K – – –
AWM
1436
Avior Wealth Management
Nebraska
$24K – – –
RCG
1437
Ruggie Capital Group
Florida
$22K +$22K +747 New
OFS
1438
Orrstown Financial Services
Pennsylvania
$21K – – –
GXMC
1439
Global X Management Company
New York
$21K +$4.95K +174 +31%
HF
1440
Hoxton Financial
West Virginia
$17K – – –
CP
1441
Corbenic Partners
Pennsylvania
$17K – – –
WAM
1442
Wallington Asset Management
Indiana
$16K – – –
TCM
1443
TD Capital Management
Tennessee
$15K – – –
RAM
1444
Riggs Asset Management
Pennsylvania
$14K – – –
OAJ
1445
Ogorek Anthony Joseph
New York
$14K +$14K +495 New
YL
1446
YCG LLC
Texas
$13K +$13K +450 New
TJHA
1447
Thomas J. Herzfeld Advisors
Florida
$12K +$12K +405 New
WA
1448
Winfield Associates
Ohio
$12K +$12K +414 New
AA
1449
AlphaMark Advisors
Kentucky
$10K – – –
EWM
1450
Edge Wealth Management
New York
$8K – – –
56 57
58
59 60