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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 %
KeyBank National Association
201
KeyBank National Association
Ohio
$40.6M +$3.69M +128,742 +10%
CI
202
Cincinnati Insurance
Ohio
$40.5M – – –
VRS
203
Virginia Retirement Systems
Virginia
$40.4M -$10.5M -365,163 -21%
BCM
204
Becker Capital Management
Oregon
$40.4M -$6.64M -231,855 -14%
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.4M +$11.6M +404,700 +40%
CCM
206
Check Capital Management
California
$40.2M -$21.8M -762,324 -35%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$39.7M +$541K +18,900 +1%
O
208
OppenheimerFunds
New York
$39.6M +$39.6M +1,382,070 New
DC
209
Davenport & Co
Virginia
$39.3M +$1.7M +59,490 +5%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$39.2M +$5.83M +203,541 +17%
FMI
211
Factory Mutual Insurance
Massachusetts
$39.2M – – –
OA
212
OFI Advisors
Pennsylvania
$38.8M -$2.75M -96,171 -7%
LCOV
213
London Company of Virginia
Virginia
$38.7M +$2.33M +81,555 +6%
HCM
214
Huber Capital Management
California
$38.7M +$1.03M +36,060 +3%
National Pension Service
215
National Pension Service
South Korea
$38.5M -$4.47M -156,033 -10%
Voloridge Investment Management
216
Voloridge Investment Management
Florida
$38.1M +$38.1M +1,330,344 New
SEI Investments
217
SEI Investments
Pennsylvania
$38.1M +$38.1M +1,329,873 New
TG
218
TCW Group
California
$38M -$28.5M -994,569 -43%
GAM
219
Gotham Asset Management
New York
$37.3M +$9.88M +345,180 +36%
ZIM
220
Zacks Investment Management
Illinois
$37M +$1.94M +67,662 +6%
HIMCH
221
Hartford Investment Management Co (HIMCO)
Connecticut
$37M -$767K -26,781 -2%
KCM
222
Kornitzer Capital Management
Kansas
$36.5M -$28.3M -987,912 -44%
RAM
223
RWC Asset Management
United Kingdom
$36.4M +$1.65M +57,609 +5%
WM
224
WS Management
Florida
$35.7M – – –
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$35.4M +$969K +33,855 +3%
7 8
9
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