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Walmart
WMT

Overview Fund Activity

1,411 hedge funds and large institutions have $76.5B invested in Walmart in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 572 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
+104
Holders Change %
+7.96%
% of All Funds
40.98%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
2.58%
New
164
Increased
485
Reduced
572
Closed
44
Calls
$820M
Puts
$1.05B
Net Calls
-$229M
Net Calls Change
-$165M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.5B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M
3
Dodge & Cox
3
Dodge & Cox
California
$1.32B
4
Bank of America
4
Bank of America
North Carolina
$1.26B
5
Victory Capital Management
5
Victory Capital Management
Texas
$124M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$249M
2
Deutsche Bank
2
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$283M
4
BA
4
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
5
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
226
QV Investors
Alberta, Canada
$32M +$32M +1,218,525 New
GF
227
Gabelli Funds
New York
$31.6M -$1.09M -41,400 -3%
OA
228
OFI Advisors
Pennsylvania
$31.6M +$1.8M +68,481 +6%
ProShare Advisors
229
ProShare Advisors
Maryland
$31.4M +$15.4M +586,029 +96%
GH
230
GAM Holding
Switzerland
$31.1M -$829K -31,620 -3%
LCS
231
Levin Capital Strategies
New York
$30.7M -$162K -6,195 -0.5%
Royal London Asset Management
232
Royal London Asset Management
United Kingdom
$30.2M +$303K +11,661 +1%
Ninety One (UK)
233
Ninety One (UK)
United Kingdom
$30M +$2.11M +80,625 +8%
Nuveen Asset Management
234
Nuveen Asset Management
Illinois
$29.7M -$8.02M -305,880 -21%
CAM
235
Coronation Asset Management
South Africa
$29.3M – – –
Nomura Asset Management
236
Nomura Asset Management
Japan
$28.7M -$315K -12,012 -1%
SAM
237
Sentinel Asset Management
Vermont
$28.7M – – –
Brown Advisory
238
Brown Advisory
Maryland
$28.5M +$439K +16,740 +2%
First Trust Advisors
239
First Trust Advisors
Illinois
$28.2M +$5.81M +221,547 +26%
ESBC
240
E.S. Barr & Co
Kentucky
$27.6M -$556K -21,192 -2%
AACR
241
ACR Alpine Capital Research
Missouri
$27.3M +$10.8M +412,038 +65%
RAM
242
RWC Asset Management
United Kingdom
$27.2M +$3.86M +147,168 +17%
PI
243
Placemark Investments
Illinois
$27M +$1.21M +46,032 +5%
CB
244
Commerce Bank
Missouri
$26.9M +$908K +34,614 +3%
William Blair & Company
245
William Blair & Company
Illinois
$26.4M -$1.28M -48,831 -5%
OTPPB
246
Ontario Teachers' Pension Plan Board
Ontario, Canada
$26.1M -$5.28M -201,138 -17%
JAM
247
Jupiter Asset Management
United Kingdom
$24.8M -$1.53M -58,227 -6%
CC
248
Colrain Capital
Massachusetts
$24.8M +$222K +8,445 +0.9%
EIP
249
Epoch Investment Partners
New York
$24.5M -$906K -34,539 -4%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.3M -$1.86M -70,881 -7%
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