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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 %
PI
176
Putnam Investments
Massachusetts
$52.4M +$28.4M +992,841 +119%
TPSF
177
Texas Permanent School Fund
Texas
$51.6M -$1.09M -38,115 -2%
KIG
178
Kovitz Investment Group
Illinois
$51.6M -$15.3M -535,989 -23%
GCM
179
Gabalex Capital Management
New York
$51.5M -$8.59M -300,000 -14%
TSU
180
TD Securities (USA)
New York
$51.5M +$4.07M +142,227 +9%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$51.5M -$2.57M -89,853 -5%
RRAM
182
River Road Asset Management
Kentucky
$50.8M -$2.9M -101,328 -5%
RCM
183
Riverhead Capital Management
Delaware
$50.7M +$1.02M +35,568 +2%
RJA
184
Raymond James & Associates
Florida
$49.4M +$16.4M +572,307 +50%
SRIM
185
Saratoga Research & Investment Management
California
$48.6M -$246K -8,598 -0.5%
AIG
186
American International Group
New York
$48.5M -$3.64M -127,212 -7%
Stifel Financial
187
Stifel Financial
Missouri
$48.5M +$10.5M +367,287 +28%
KCM
188
Kames Capital Management
United Kingdom
$47.4M -$2.44M -85,104 -5%
ProShare Advisors
189
ProShare Advisors
Maryland
$47.3M +$10.9M +380,898 +30%
PAM
190
Panagora Asset Management
Massachusetts
$47.1M +$4.65M +162,609 +11%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.9M -$4.06M -141,900 -8%
CBOA
192
Commonwealth Bank of Australia
Australia
$45.7M +$1.03M +35,883 +2%
CBCM
193
Cook & Bynum Capital Management
Alabama
$45.5M – – –
UOC
194
UBS O'Connor
Illinois
$45.3M +$16.2M +564,228 +55%
QI
195
QV Investors
Alberta, Canada
$45.2M +$4.08M +142,500 +10%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$44.5M +$439K +15,333 +1%
GT
197
Glenmede Trust
Pennsylvania
$43.1M +$2.06M +71,838 +5%
B
198
Baird
Wisconsin
$42.4M +$1.91M +66,639 +5%
MNA
199
Manning & Napier Advisors
New York
$41.8M -$2.65M -92,481 -6%
BL
200
BCWM LLC
Kansas
$41.6M +$181K +633 +0.4%
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