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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 %
SIRP
376
Shelter Insurance Retirement Plan
Missouri
$10.3M – – –
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$10.3M +$10.3M +390,900 New
SMI
378
Shelter Mutual Insurance
Missouri
$10.2M – – –
TMAM
379
Tokio Marine Asset Management
Japan
$9.98M -$855K -32,598 -8%
Fisher Asset Management
380
Fisher Asset Management
Washington
$9.97M -$332K -12,651 -3%
SKP
381
Sanborn Kilcollin Partners
Illinois
$9.95M -$642K -24,492 -6%
AMI
382
Amica Mutual Insurance
Rhode Island
$9.85M – – –
WT
383
Wilmington Trust
Delaware
$9.85M +$69.5K +2,649 +0.7%
BPBT
384
Boston Private Bank & Trust
Massachusetts
$9.8M +$435K +16,599 +5%
FAM
385
Fiduciary Asset Management
Missouri
$9.77M -$1.02M -39,012 -9%
CSIC
386
Clifford Swan Investment Counsel
California
$9.76M -$277K -10,563 -3%
GL
387
Globe Life
Texas
$9.73M +$236K +9,000 +2%
Toronto Dominion Bank
388
Toronto Dominion Bank
Ontario, Canada
$9.67M +$1.97M +75,102 +26%
HIC
389
Hartline Investment Corp
Illinois
$9.66M -$400K -15,240 -4%
ACM
390
Argent Capital Management
Missouri
$9.56M -$39K -1,485 -0.4%
LRPA
391
L. Roy Papp & Associates
Arizona
$9.53M +$235K +8,946 +3%
SAMNY
392
Samsung Asset Management (New York)
New York
$9.5M +$7.58M +288,780 +393%
AFG
393
American Financial Group
Ohio
$9.44M – – –
BB
394
Busey Bank
Illinois
$9.4M +$170K +6,495 +2%
FM
395
Foster & Motley
Ohio
$9.38M +$78.9K +3,009 +0.8%
OPCM
396
Osborne Partners Capital Management
California
$9.35M – – –
CPSAC
397
Chas P. Smith & Associates (CPS)
Florida
$9.34M +$6.18M +235,569 +195%
DAM
398
Delta Asset Management
Tennessee
$9.14M +$188K +7,176 +2%
Cohen & Steers
399
Cohen & Steers
New York
$9.14M -$433K -16,500 -5%
WCM
400
Wallace Capital Management
Texas
$9.1M +$214K +8,175 +2%
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