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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 %
SF
376
Synovus Financial
Georgia
$9.85M -$367K -14,388 -4%
BPBT
377
Boston Private Bank & Trust
Massachusetts
$9.8M +$278K +10,893 +3%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$9.8M -$160K -6,300 -2%
ACM
379
Argent Capital Management
Missouri
$9.59M +$299K +11,745 +3%
AMI
380
Amica Mutual Insurance
Rhode Island
$9.57M – – –
Toronto Dominion Bank
381
Toronto Dominion Bank
Ontario, Canada
$9.47M -$215K -8,193 -2%
GL
382
Globe Life
Texas
$9.45M – – –
CSIC
383
Clifford Swan Investment Counsel
California
$9.42M -$57.3K -2,250 -0.6%
FM
384
Foster & Motley
Ohio
$9.4M +$293K +11,496 +3%
HIC
385
Hartline Investment Corp
Illinois
$9.38M – – –
WT
386
Wilmington Trust
Delaware
$9.31M -$259K -10,164 -3%
DC
387
Deere & Company
Illinois
$9.28M -$1.69M -66,138 -15%
AFG
388
American Financial Group
Ohio
$9.17M – – –
TBA
389
Tower Bridge Advisors
Pennsylvania
$9.12M +$2.65M +103,890 +41%
BUB
390
BBVA USA Bancshares
Texas
$9.11M -$1.38M -54,069 -13%
OPCM
391
Osborne Partners Capital Management
California
$9.07M -$7.64K -300 -0.1%
WCM
392
Wallace Capital Management
Texas
$9M +$163K +6,393 +2%
DAM
393
Delta Asset Management
Tennessee
$8.98M +$99.4K +3,900 +1%
FAM
394
Fiduciary Asset Management
Missouri
$8.94M -$555K -21,789 -6%
FCI
395
Financial Counselors Inc
Kansas
$8.83M +$431K +16,926 +5%
CPSAC
396
Chas P. Smith & Associates (CPS)
Florida
$8.82M -$259K -10,179 -3%
NIMI
397
Natixis Investment Managers International
France
$8.79M +$2.29M +90,000 +35%
CAG
398
Crestwood Advisors Group
Massachusetts
$8.71M +$444K +17,412 +5%
RT
399
Rockland Trust
Massachusetts
$8.63M +$396K +15,558 +5%
MBTD
400
Mechanics Bank - Trust Department
California
$8.6M +$141K +5,520 +2%
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