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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 %
Zurich Cantonal Bank
326
Zurich Cantonal Bank
Switzerland
$13.7M +$3.11M +122,172 +30%
B
327
BP
United Kingdom
$13.6M +$306K +12,000 +2%
VFAM
328
Valley Forge Asset Management
Pennsylvania
$13.6M -$6.86M -269,358 -34%
GL
329
GLG LLC
New York
$13.5M +$13.5M +531,507 New
DWA
330
Douglass Winthrop Advisors
New York
$13.2M -$1.65M -64,731 -11%
NIM
331
Nexus Investment Management
Ontario, Canada
$13.2M +$280K +10,980 +2%
ZIC
332
ZWJ Investment Counsel
Georgia
$13.2M -$686K -26,937 -5%
NAM
333
North American Management
Massachusetts
$13.1M +$12.2M +480,240 +1,340%
AAM
334
Aberdeen Asset Management
United Kingdom
$13.1M -$84.1K -3,300 -0.6%
QI
335
Qualcomm Inc
California
$13M – – –
FFIC
336
First Fiduciary Investment Counsel
Ohio
$13M +$115K +4,509 +0.9%
CNB
337
City National Bank
California
$13M -$3.9M -153,069 -23%
BNP Paribas Asset Management
338
BNP Paribas Asset Management
France
$13M -$2.81M -110,355 -18%
GHA
339
GW Henssler & Associates
Georgia
$12.7M +$772K +30,300 +6%
CCT
340
Country Club Trust
Missouri
$12.7M +$322K +12,645 +3%
M&T Bank
341
M&T Bank
New York
$12.5M -$150K -5,898 -1%
BA
342
Boston Advisors
Massachusetts
$12.4M +$247K +9,678 +2%
SPC
343
Stewart & Patten Company
California
$12.4M -$109K -4,260 -0.9%
ANI
344
American National Insurance
Texas
$12.4M – – –
CAM
345
Capstone Asset Management
Texas
$12.4M -$1.56M -61,188 -11%
Creative Planning
346
Creative Planning
Kansas
$12.3M +$1.11M +43,434 +10%
SC
347
Scotia Capital
Ontario, Canada
$12.3M -$1.03M -40,551 -8%
NLGIA
348
Nippon Life Global Investors Americas
New York
$12.1M +$4.8M +188,400 +66%
AT
349
Arvest Trust
Oklahoma
$12M -$39K -1,467 -0.3%
CCM
350
Cadence Capital Management
Massachusetts
$11.9M -$705K -27,660 -6%
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