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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
$6.62B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.53B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M
5
Wells Fargo
Wells Fargo
California
$861M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$753M
2
MAM
Magellan Asset Management
Australia
$478M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$438M
4
AllianceBernstein
AllianceBernstein
Tennessee
$279M
5
Citigroup
Citigroup
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBE
1501
Michael B. Elefante
– -$607K -23,847 Closed
SWM
1502
Strategic Wealth Management
Washington
– -$604K -23,691 Closed
RIM
1503
Regent Investment Management
Kentucky
– -$446K -17,490 Closed
LCM
1504
Laurion Capital Management
New York
– -$398K -15,600 Closed
UMA
1505
USA Mutuals Advisors
Texas
– -$382K -15,000 Closed
TAM
1506
Taurus Asset Management
New York
– -$366K -14,361 Closed
CMBA
1507
C.M. Bidwell & Associates
Hawaii
– -$322K -12,630 Closed
CI
1508
Cowen Inc
New York
– -$308K -12,075 Closed
LCP
1509
LGT Capital Partners
Switzerland
– -$306K -12,000 Closed
DAS
1510
Dynamic Advisor Solutions
Arizona
– -$282K -11,046 Closed
DVM
1511
Dreman Value Management
Florida
– -$252K -9,897 Closed
HC
1512
Hendley & Co
Ohio
– -$242K -9,483 Closed
CL
1513
CFS LLC
Oklahoma
– -$147K -5,766 Closed
IC
1514
IKOS CIF
Cyprus
– -$125K -4,884 Closed
PCM
1515
Prelude Capital Management
New York
– -$102K -4,020 Closed
EWM
1516
Elite Wealth Management
Washington
– -$65K -2,550 Closed
SCA
1517
Strategic Capital Alternatives
United States
– -$60K -2,364 Closed
MAS
1518
Madden Advisory Services
Florida
– -$60K -2,346 Closed
BWFA
1519
Baltimore-Washington Financial Advisors
Maryland
– -$31K -1,200 Closed
PFO
1520
Pathstone Family Office
New Jersey
– -$29K -1,125 Closed
FIG
1521
Fusion Investment Group
Pennsylvania
– -$15K -600 Closed
LWA
1522
Lenox Wealth Advisors
New York
– -$7K -291 Closed
VCM
1523
Vigilant Capital Management
Maine
– -$1K -36 Closed
ST
1524
SpiderRock Trading
Illinois
– -$71K – –
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