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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 %
Loomis, Sayles & Company
276
Loomis, Sayles & Company
Massachusetts
$19.9M -$6.6M -251,685 -25%
WAM
277
World Asset Management
Michigan
$19.6M -$3.14M -119,532 -14%
MMH
278
Menora Mivtachim Holdings
Israel
$19.6M -$22K -840 -0.1%
PI
279
Putnam Investments
Massachusetts
$19.5M -$2.39M -91,224 -11%
BCM
280
Bridgeway Capital Management
Texas
$19.2M +$170K +6,480 +0.9%
MA
281
MUFG Americas
New York
$19.2M -$909K -34,659 -5%
AIA
282
Avalon Investment & Advisory
Texas
$19.1M +$4.88M +186,201 +34%
Aristotle Capital Management
283
Aristotle Capital Management
California
$18.9M +$787K +30,000 +4%
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$18.9M -$15.9K -606 -0.1%
HTI
285
Hikari Tsushin Inc
Japan
$18.8M – – –
HighTower Advisors
286
HighTower Advisors
Illinois
$18.7M +$4.23M +161,172 +29%
LPL Financial
287
LPL Financial
California
$18.5M +$116K +4,413 +0.6%
CI
288
Conning Inc
Connecticut
$18.4M +$3.49M +132,918 +23%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$18.2M +$39.7K +1,512 +0.2%
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
$17.7M -$364K -13,881 -2%
Select Equity Group
291
Select Equity Group
New York
$17.6M +$17.6M +671,817 New
FMW
292
Farr Miller & Washington
District of Columbia
$17.5M +$339K +12,906 +2%
Millennium Management
293
Millennium Management
New York
$17.5M +$8.32M +317,310 +90%
ACM
294
Azimuth Capital Management
Michigan
$17.5M +$1.18M +44,985 +7%
MI
295
Markston International
New York
$17.5M -$474K -18,060 -3%
MIH
296
Madison Investment Holdings
Wisconsin
$17.4M +$309K +11,787 +2%
CNB
297
City National Bank
California
$17.4M -$144K -5,502 -0.8%
Asset Management One
298
Asset Management One
Japan
$17.3M -$2.55M -97,482 -13%
Calamos Advisors
299
Calamos Advisors
Illinois
$17.2M – – –
MOACM
300
Mutual of America Capital Management
New York
$17.1M +$72.6K +2,766 +0.4%
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