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Walmart
WMT

Overview Fund Activity

1,383 hedge funds and large institutions have $73.8B invested in Walmart in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 529 increasing their positions, 603 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,383
Holders Change
-28
Holders Change %
-1.98%
% of All Funds
39.97%
Holding in Top 10
76
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.61%
% of All Funds
2.2%
New
66
Increased
529
Reduced
603
Closed
80
Calls
$1.07B
Puts
$749M
Net Calls
+$326M
Net Calls Change
+$555M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$655M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$422M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$360M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
SOMRS
State of Michigan Retirement System
Michigan
+$184M

Top Sellers

1
State Street
State Street
Massachusetts
-$442M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$321M
4
Renaissance Technologies
Renaissance Technologies
New York
-$232M
5
Ameriprise
Ameriprise
Minnesota
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
276
Putnam Investments
Massachusetts
$18.9M -$55.2K -2,166 -0.3%
PI
277
PineBridge Investments
New York
$18.8M -$3.57M -139,980 -16%
WBC
278
Westpac Banking Corp
Australia
$18.7M -$2.8M -109,908 -13%
FQ
279
First Quadrant
California
$18.7M -$28.7M -1,126,200 -61%
BCM
280
Bridgeway Capital Management
Texas
$18.7M +$45.9K +1,800 +0.2%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$18.7M -$734K -28,794 -4%
Aristotle Capital Management
282
Aristotle Capital Management
California
$18.4M – – –
LPL Financial
283
LPL Financial
California
$18.4M +$358K +14,061 +2%
AIA
284
Avalon Investment & Advisory
Texas
$18.3M -$220K -8,649 -1%
HTI
285
Hikari Tsushin Inc
Japan
$18.2M – – –
WAM
286
World Asset Management
Michigan
$18M -$1.06M -41,727 -6%
MAM
287
Martingale Asset Management
Massachusetts
$17.6M -$1.83M -71,856 -9%
QBFM
288
QS Batterymarch Financial Management
New York
$17.5M +$2.02M +79,422 +13%
FMW
289
Farr Miller & Washington
District of Columbia
$17.3M +$213K +8,352 +1%
HIMC
290
Heritage Investors Management Corp
Maryland
$17.1M +$449K +17,613 +3%
AR
291
Advisory Research
Illinois
$17.1M -$3.84M -150,531 -18%
PI
292
Placemark Investments
Illinois
$17M -$9.26M -363,378 -35%
MI
293
Markston International
New York
$17M +$45.9K +1,800 +0.3%
MA
294
MUFG Americas
New York
$16.9M -$1.73M -67,965 -9%
Select Equity Group
295
Select Equity Group
New York
$16.9M -$239K -9,363 -1%
TGI
296
Tradewinds Global Investors
California
$16.8M +$3.37M +132,090 +25%
Calamos Advisors
297
Calamos Advisors
Illinois
$16.7M – – –
PP
298
Palladium Partners
Virginia
$16.6M +$194K +7,632 +1%
Brown Advisory
299
Brown Advisory
Maryland
$16.6M -$11.1M -434,883 -40%
IP
300
Interval Partners
New York
$16.4M +$16.4M +651,627 New
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