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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 %
GAM
401
Gotham Asset Management
New York
$9.1M +$2.05M +78,036 +29%
CFB
402
Cullen/Frost Bankers
Texas
$9.02M +$156K +5,958 +2%
CVM
403
Cheviot Value Management
California
$9.01M -$188K -7,185 -2%
LDB
404
Lee, Danner & Bass
Tennessee
$8.91M -$102K -3,870 -1%
MSU
405
Mizuho Securities USA
New York
$8.88M -$3.08M -117,459 -26%
Baillie Gifford & Co
406
Baillie Gifford & Co
United Kingdom
$8.84M – – –
WPC
407
Waters Parkerson & Co
Louisiana
$8.76M +$67.5K +2,574 +0.8%
1832 Asset Management
408
1832 Asset Management
Ontario, Canada
$8.75M +$8.75M +335,325 New
MBTD
409
Mechanics Bank - Trust Department
California
$8.71M +$786K +29,970 +10%
STI
410
Susquehanna Trust & Investment
Pennsylvania
$8.69M -$990K -37,755 -10%
FCI
411
Financial Counselors Inc
Kansas
$8.65M -$480K -18,294 -5%
GLRA
412
Gerald L. Ray & Associates
Texas
$8.61M -$7.87K -300 -0.1%
LIC
413
Lodestar Investment Counsel
Illinois
$8.51M +$43.3K +1,650 +0.5%
CAG
414
Crestwood Advisors Group
Massachusetts
$8.51M +$18.2K +693 +0.2%
RT
415
Rockland Trust
Massachusetts
$8.48M +$251K +9,582 +3%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$8.38M +$869K +33,141 +12%
HCM
417
Hilton Capital Management
New York
$8.31M -$55.1K -2,100 -0.7%
RC
418
RegentAtlantic Capital
New Jersey
$8.21M -$389K -14,850 -5%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$8.19M +$452K +17,244 +6%
PL
420
Parthenon LLC
Kentucky
$8.1M -$51.2K -1,950 -0.6%
CPIM
421
Columbia Partners Investment Management
Virginia
$8.06M +$1.02M +38,904 +14%
DCM
422
Dupont Capital Management
Delaware
$8.02M -$9.36M -356,781 -54%
AAM
423
Auxier Asset Management
Oregon
$7.96M – – –
VC
424
Vestor Capital
Illinois
$7.93M +$111K +4,230 +1%
BHTS
425
Bar Harbor Trust Services
Maine
$7.9M -$13.8K -528 -0.2%
15 16
17
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