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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 %
CAM
326
Capstone Asset Management
Texas
$14.4M -$6.54M -249,282 -31%
ZIC
327
ZWJ Investment Counsel
Georgia
$14.3M -$51.5K -1,962 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
328
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M +$5.81M +208,557 +72%
TGI
329
Tradewinds Global Investors
California
$13.8M -$1.04M -39,696 -7%
FIM
330
Frontier Investment Management
Texas
$13.7M -$422K -16,098 -3%
SC
331
Scotia Capital
Ontario, Canada
$13.7M +$958K +36,531 +8%
B
332
BP
United Kingdom
$13.7M -$13.1M -498,000 -49%
CEP
333
Chicago Equity Partners
Illinois
$13.6M -$5.59M -213,150 -29%
BTW
334
Boston Trust Walden
Massachusetts
$13.6M -$2.74M -104,505 -17%
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
$13.5M +$7.28M +277,647 +116%
AAM
336
Aberdeen Asset Management
United Kingdom
$13.5M – – –
SC
337
Sculptor Capital
New York
$13.5M +$7.36M +280,536 +120%
QI
338
Qualcomm Inc
California
$13.4M – – –
AL
339
AJO LP
Pennsylvania
$13.3M -$12.7M -483,900 -49%
NIM
340
Nexus Investment Management
Ontario, Canada
$13.3M -$142K -5,400 -1%
FFIC
341
First Fiduciary Investment Counsel
Ohio
$13.2M +$243K +9,270 +2%
ONB
342
Old National Bancorp
Indiana
$13.1M -$213K -8,109 -2%
M&T Bank
343
M&T Bank
New York
$13.1M -$554K -21,105 -4%
CCM
344
Cadence Capital Management
Massachusetts
$13M -$525K -20,001 -4%
SPC
345
Stewart & Patten Company
California
$12.9M -$108K -4,125 -0.8%
GI
346
GLG Inc
New York
$12.8M – – –
GI
347
GAMCO Investors
Connecticut
$12.8M -$244K -9,300 -2%
ANI
348
American National Insurance
Texas
$12.8M – – –
CCT
349
Country Club Trust
Missouri
$12.7M +$357K +13,593 +3%
BA
350
Boston Advisors
Massachusetts
$12.5M -$3.94M -150,114 -24%
12 13
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