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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$249M
2
Deutsche Bank
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$283M
4
BA
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMC
301
Heritage Investors Management Corp
Maryland
$17.1M -$355K -13,539 -2%
CTC
302
Central Trust Company
Missouri
$17M -$382K -14,553 -2%
PP
303
Palladium Partners
Virginia
$16.9M +$41.5K +1,584 +0.2%
IG
304
ING Group
Netherlands
$16.6M -$29.1M -1,110,969 -64%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$16.5M -$1.16M -44,124 -7%
First Manhattan
306
First Manhattan
New York
$16.5M +$2.24M +85,230 +16%
BMO
307
Beck Mack & Oliver
New York
$16.4M -$135K -5,151 -0.8%
CWA
308
Constellation Wealth Advisors
New York
$16.3M +$517K +19,719 +3%
STC
309
SEI Trust Company
Pennsylvania
$16.3M +$6.18M +235,674 +61%
BNP Paribas Asset Management
310
BNP Paribas Asset Management
France
$16.2M +$1.99M +76,014 +14%
QBFM
311
QS Batterymarch Financial Management
New York
$16M -$8.28M -315,633 -34%
DILH
312
Dai-ichi Life Holdings
Japan
$15.8M +$843K +32,133 +6%
CC
313
Chubb Corp
New Jersey
$15.7M – – –
WT
314
Whittier Trust
California
$15.6M -$64.2K -2,448 -0.4%
TCT
315
TIAA CREF Trust
Missouri
$15.5M +$8.81K +336 +0.1%
RP
316
Riverbridge Partners
Minnesota
$15.5M +$1.61M +61,431 +12%
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$15.4M +$12.7M +485,115 +470%
VDI
318
Vaughan David Investments
Illinois
$15.4M +$206K +7,845 +1%
DWA
319
Douglass Winthrop Advisors
New York
$15.3M -$42.3K -1,611 -0.3%
Nomura Holdings
320
Nomura Holdings
Japan
$15.1M -$16.8M -642,282 -53%
PHS
321
Pekin Hardy Strauss
Illinois
$15.1M -$358K -13,650 -2%
DKCM
322
Davidson Kempner Capital Management
New York
$15M +$15M +573,600 New
LHC
323
Levy Harkins & Co
New York
$15M -$155K -5,910 -1%
SIC
324
Salem Investment Counselors
North Carolina
$15M +$10.6K +405 +0.1%
CCM
325
Compass Capital Management
Minnesota
$14.8M +$659K +25,140 +5%
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