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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 %
CWA
301
Constellation Wealth Advisors
New York
$16.4M +$518K +20,325 +3%
CTC
302
Central Trust Company
Missouri
$16.4M -$117K -4,596 -0.7%
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$16.2M +$16.2M +634,779 New
First Manhattan
304
First Manhattan
New York
$16M -$23.5K -921 -0.1%
Asset Management One
305
Asset Management One
Japan
$15.9M -$912K -35,955 -5%
DILH
306
Dai-ichi Life Holdings
Japan
$15.9M +$559K +21,927 +4%
BMO
307
Beck Mack & Oliver
New York
$15.7M -$136K -5,349 -0.9%
RP
308
Riverbridge Partners
Minnesota
$15.5M +$425K +16,701 +3%
MOACM
309
Mutual of America Capital Management
New York
$15.4M -$1.26M -49,503 -8%
TCT
310
TIAA CREF Trust
Missouri
$15.3M +$240K +9,408 +2%
CC
311
Chubb Corp
New Jersey
$15.3M – – –
FIM
312
Frontier Investment Management
Texas
$15.3M +$1.96M +76,893 +15%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$15.2M -$847K -33,234 -5%
CCM
314
Compass Capital Management
Minnesota
$15.2M +$740K +29,037 +5%
VDI
315
Vaughan David Investments
Illinois
$15.1M +$121K +4,755 +0.8%
HighTower Advisors
316
HighTower Advisors
Illinois
$15M -$3.17M -124,761 -17%
SIC
317
Salem Investment Counselors
North Carolina
$14.6M +$17K +669 +0.1%
WT
318
Whittier Trust
California
$14.4M -$747K -29,331 -5%
PFM
319
Parsec Financial Management
North Carolina
$14.1M +$6.79M +266,487 +92%
LHC
320
Levy Harkins & Co
New York
$14.1M -$439K -17,250 -3%
ACM
321
Azimuth Capital Management
Michigan
$13.9M -$3.11M -122,154 -18%
CEP
322
Chicago Equity Partners
Illinois
$13.8M +$541K +21,240 +4%
PHS
323
Pekin Hardy Strauss
Illinois
$13.8M -$849K -33,339 -6%
Federated Hermes
324
Federated Hermes
Pennsylvania
$13.8M +$2.58M +101,385 +23%
MIH
325
Madison Investment Holdings
Wisconsin
$13.7M -$3.16M -123,858 -19%
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