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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 %
PCTC
1451
Perkins Coie Trust Company
Washington
$7K – – –
LFR
1452
Lehman Financial Resources
Pennsylvania
$7K – – –
MIM
1453
Macroview Investment Management
Maryland
$7K – – –
IF
1454
Ironwood Financial
Arizona
$6K +$6K +201 New
BRWA
1455
B. Riley Wealth Advisors
Florida
$5.01K +$2.56K +16,458 +104%
TDC
1456
Thompson Davis & Co
Virginia
$5K +$3.69K +135 +281%
MUMSS
1457
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K – – –
KLWA
1458
Kelly Lawrence W & Associates
California
$4K +$4K +132 New
NG
1459
NatWest Group
United Kingdom
$3.53K -$1.47K -51,393 -29%
PWM
1460
ParenteBeard Wealth Management
Pennsylvania
$3.45K -$36.7K -9,453 -91%
FTC
1461
Farmers Trust Company
Ohio
$2.11K -$2.06M -70,296 -100%
SEC
1462
Seven Eight Capital
New York
$2K – – –
SGAM
1463
Smith Group Asset Management
Texas
$2K – – –
ECM
1464
Exchange Capital Management
Michigan
$2K +$2K +66 New
BPM
1465
Bowling Portfolio Management
Ohio
$1.63K -$63 -2,190 -4%
NDSI
1466
Newman Dignan & Sheerar Inc
Rhode Island
$233 -$15 -525 -6%
SI
1467
Sentry Investments
Ontario, Canada
– -$113M -4,426,050 Closed
Renaissance Technologies
1468
Renaissance Technologies
New York
– -$86.2M -3,381,000 Closed
Artisan Partners
1469
Artisan Partners
Wisconsin
– -$42.3M -1,658,256 Closed
HI
1470
Honeywell International
North Carolina
– -$29.9M -1,173,300 Closed
LP
1471
LMR Partners
United Kingdom
– -$19.2M -753,516 Closed
MMH
1472
Menora Mivtachim Holdings
Israel
– -$19M -746,100 Closed
ARTA
1473
A.R.T. Advisors
New York
– -$14.2M -557,091 Closed
HT
1474
HAP Trading
New York
– -$10.7M -420,636 Closed
PP
1475
Paloma Partners
Connecticut
– -$10.6M -415,680 Closed
57 58
59
60 61