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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 %
CIC
151
Crawford Investment Counsel
Georgia
$71.9M +$70.5M +2,463,405 +5,113%
BCIM
152
British Columbia Investment Management
British Columbia, Canada
$70.6M -$3.94M -137,763 -5%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$70.4M +$19.9M +694,848 +39%
ACI
154
AMP Capital Investors
Australia
$70.4M +$9.91M +342,534 +16%
ELC
155
Edgar Lomax Company
Virginia
$70.1M +$11.2M +389,880 +19%
AG
156
Aperio Group
California
$70M +$10.5M +366,348 +18%
Aviva
157
Aviva
United Kingdom
$68.4M -$895K -31,281 -1%
NFA
158
Nationwide Fund Advisors
Ohio
$68.4M +$2.06M +72,063 +3%
MIP
159
Mondrian Investment Partners
United Kingdom
$67.4M -$6.27M -219,192 -9%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$67.3M – – –
IGIM
161
I.G. Investment Management
Manitoba, Canada
$66.9M +$51.1M +1,786,350 +324%
Caisse de Depot et Placement du Quebec (CDPQ)
162
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.8M +$2.67M +93,300 +4%
ASRS
163
Arizona State Retirement System
Arizona
$65M +$1.15M +40,200 +2%
ARC
164
Absolute Return Capital
Massachusetts
$64.6M -$77.1M -2,692,782 -54%
CFC
165
Cincinnati Financial Corp
Ohio
$63.6M +$2.15M +75,000 +3%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$61.6M -$1.29M -45,132 -2%
TAM
167
Tiverton Asset Management
Delaware
$60.1M – – –
SAM
168
Shell Asset Management
Netherlands
$58.6M +$616K +21,528 +1%
LCS
169
Levin Capital Strategies
New York
$56.9M +$12.7M +442,620 +29%
HFS
170
HL Financial Services
Kentucky
$56.4M +$874K +30,516 +2%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$56.2M +$5.88M +203,784 +12%
CCMH
172
Cornerstone Capital Management Holdings
New York
$56.1M +$4.74M +165,504 +9%
AACR
173
ACR Alpine Capital Research
Missouri
$54.9M +$1M +34,950 +2%
SWITC
174
Stewart West Indies Trading Company
Colorado
$53.2M – – –
ERSOT
175
Employees Retirement System of Texas
Texas
$52.5M -$6.7M -234,000 -11%
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