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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 %
HNB
251
Huntington National Bank
Ohio
$24.2M -$170K -6,462 -0.7%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$24.1M -$5.91M -225,309 -20%
PI
253
PineBridge Investments
New York
$23.1M -$6.3M -240,165 -21%
NG
254
NatWest Group
United Kingdom
$23M +$1.07M +40,764 +5%
ACM
255
Academy Capital Management
Texas
$22.6M -$308K -11,742 -1%
MHC
256
Meyer Handelman Company
New York
$22.6M +$47.2K +1,800 +0.2%
URS
257
Utah Retirement Systems
Utah
$22.6M – – –
MME
258
Meag Munich Ergo
Germany
$22.6M -$3.54M -135,387 -14%
WBC
259
Westpac Banking Corp
Australia
$22.2M -$1.18M -44,871 -5%
RI
260
RWWM Inc
California
$22.1M +$782K +29,796 +4%
ACA
261
Anchor Capital Advisors
Massachusetts
$22M -$666K -25,374 -3%
CIA
262
CCM Investment Advisers
South Carolina
$21.6M -$96.5K -3,681 -0.4%
Robeco Institutional Asset Management
263
Robeco Institutional Asset Management
Netherlands
$21.6M +$381K +14,508 +2%
AR
264
Advisory Research
Illinois
$21.5M -$556K -21,201 -3%
WI
265
WBI Investments
New Jersey
$21.5M +$3.33M +126,993 +18%
FIM
266
Foresters Investment Management
New York
$21.4M -$55.1K -2,100 -0.3%
VFAM
267
Valley Forge Asset Management
Pennsylvania
$21.1M -$13.1M -498,822 -38%
HPC
268
HM Payson & Co
Maine
$21M +$642K +24,465 +3%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$20.9M -$803K -30,600 -4%
TU
270
TDAM USA
Ontario, Canada
$20.6M +$1.81M +69,006 +10%
NB
271
Norinchukin Bank
Japan
$20.5M -$125K -4,758 -0.6%
FCIM
272
Fairview Capital Investment Management
California
$20.4M +$401K +15,300 +2%
DIA
273
Dana Investment Advisors
Wisconsin
$20.2M +$640K +24,405 +3%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$20M -$906K -34,554 -4%
MAM
275
Martingale Asset Management
Massachusetts
$20M -$7.11M -271,128 -26%
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