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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 %
CGT
351
Capital Guardian Trust
California
$12.5M – – –
GHA
352
GW Henssler & Associates
Georgia
$12.3M +$112K +4,287 +0.9%
SFM
353
Stack Financial Management
Montana
$12.2M +$29.5K +1,125 +0.2%
AT
354
Arvest Trust
Oklahoma
$11.9M -$118K -4,500 -1%
BFS
355
Bradley Foster & Sargent
Connecticut
$11.9M +$149K +5,667 +1%
GE
356
General Electric
Ohio
$11.6M +$8.17M +311,640 +237%
Creative Planning
357
Creative Planning
Kansas
$11.6M +$2.2M +83,901 +24%
Federated Hermes
358
Federated Hermes
Pennsylvania
$11.5M +$1.15M +43,782 +11%
SAM
359
Securian Asset Management
Minnesota
$11.5M -$99.9K -3,807 -0.9%
BOIA
360
Bush ODonnell Investment Advisors
Missouri
$11.3M -$1.54M -58,701 -12%
DC
361
Deere & Company
Illinois
$11.3M +$55.7K +2,124 +0.5%
LT
362
LJ Trust
Nevada
$11.2M +$11.2M +428,649 New
PNC
363
Park National Corp
Ohio
$11M -$661K -25,194 -6%
LI
364
Lafayette Investments
Maryland
$11M -$94.4K -3,600 -0.9%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$10.9M +$521K +19,857 +5%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$10.9M +$10.9M +379,437 New
Zurich Cantonal Bank
367
Zurich Cantonal Bank
Switzerland
$10.9M -$1.53M -58,230 -12%
BUB
368
BBVA USA Bancshares
Texas
$10.8M -$1.36M -51,759 -11%
WCM
369
Wedge Capital Management
North Carolina
$10.7M -$2.09M -79,839 -16%
SF
370
Synovus Financial
Georgia
$10.5M +$72.1K +2,745 +0.7%
GIA
371
Granite Investment Advisors
New Hampshire
$10.5M -$414K -15,780 -4%
KRS
372
Kentucky Retirement Systems
Kentucky
$10.5M -$128K -4,884 -1%
ZIM
373
Zacks Investment Management
Illinois
$10.4M -$790K -30,126 -7%
MC
374
Maplelane Capital
New York
$10.4M +$10.4M +396,600 New
VWM
375
Valley Wealth Managers
New Jersey
$10.3M -$140K -5,331 -1%
13 14
15
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