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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 %
SFM
351
Stack Financial Management
Montana
$11.9M +$52.4K +2,055 +0.4%
First Trust Advisors
352
First Trust Advisors
Illinois
$11.8M -$15.6M -611,601 -57%
ACM
353
Atlanta Capital Management
Georgia
$11.7M +$4.1M +160,776 +54%
BFS
354
Bradley Foster & Sargent
Connecticut
$11.6M +$26.6K +1,044 +0.2%
CGT
355
Capital Guardian Trust
California
$11.5M -$638K -25,047 -5%
GI
356
GAMCO Investors
Connecticut
$11.4M -$1.02M -40,176 -8%
GE
357
General Electric
Ohio
$11.3M -$8.94K -351 -0.1%
CC
358
Curian Capital
Colorado
$11.2M +$5.32M +207,900 +90%
SAM
359
Securian Asset Management
Minnesota
$11.2M +$20.4K +801 +0.2%
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$11.1M +$509K +19,998 +5%
BOIA
361
Bush ODonnell Investment Advisors
Missouri
$11.1M +$78.3K +3,075 +0.7%
LT
362
LJ Trust
Nevada
$10.9M – – –
ONB
363
Old National Bancorp
Indiana
$10.9M -$1.82M -71,310 -14%
WCM
364
Wedge Capital Management
North Carolina
$10.9M +$516K +20,265 +5%
LI
365
Lafayette Investments
Maryland
$10.7M +$86.2K +3,384 +0.8%
PNC
366
Park National Corp
Ohio
$10.6M -$124K -4,869 -1%
SCP
367
Seizert Capital Partners
Michigan
$10.3M +$2.98M +117,150 +41%
AC
368
Allstate Corporation
Illinois
$10.3M +$4.86M +190,902 +89%
KRS
369
Kentucky Retirement Systems
Kentucky
$10.3M +$40.9K +1,605 +0.4%
GIA
370
Granite Investment Advisors
New Hampshire
$10.2M +$30.6K +1,200 +0.3%
SKP
371
Sanborn Kilcollin Partners
Illinois
$10.2M +$489K +19,200 +5%
HCM
372
Horan Capital Management
Maryland
$10M +$3.17M +124,320 +46%
SIRP
373
Shelter Insurance Retirement Plan
Missouri
$9.96M – – –
VWM
374
Valley Wealth Managers
New Jersey
$9.91M -$79.5K -3,120 -0.8%
SMI
375
Shelter Mutual Insurance
Missouri
$9.86M – – –
13 14
15
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