WMT icon

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 %
1IC
401
1919 Investment Counsel
Maryland
$8.59M +$2.11M +82,824 +33%
Baillie Gifford & Co
402
Baillie Gifford & Co
United Kingdom
$8.59M – – –
LDB
403
Lee, Danner & Bass
Tennessee
$8.47M -$188K -7,398 -2%
PIM
404
Perkins Investment Management
Illinois
$8.39M +$2.93M +114,891 +54%
GLRA
405
Gerald L. Ray & Associates
Texas
$8.34M -$30.6K -1,200 -0.4%
LRPA
406
L. Roy Papp & Associates
Arizona
$8.33M -$926K -36,360 -10%
CFB
407
Cullen/Frost Bankers
Texas
$8.3M -$456K -17,892 -5%
TMAM
408
Tokio Marine Asset Management
Japan
$8.3M -$1.39M -54,570 -14%
Millennium Management
409
Millennium Management
New York
$8.29M -$8.74M -343,221 -51%
CVM
410
Cheviot Value Management
California
$8.28M -$473K -18,564 -5%
WPC
411
Waters Parkerson & Co
Louisiana
$8.28M -$236K -9,267 -3%
Acadian Asset Management
412
Acadian Asset Management
Massachusetts
$8.19M -$4.96M -194,619 -38%
AAM
413
Auxier Asset Management
Oregon
$8.18M +$451K +17,700 +6%
LIC
414
Lodestar Investment Counsel
Illinois
$8.17M -$95.6K -3,753 -1%
DS
415
DRW Securities
Illinois
$8.17M +$7.9M +309,981 +2,892%
JPMPWA
416
J.P. Morgan Private Wealth Advisors
California
$8.17M +$870K +34,140 +12%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$8.06M +$102K +4,023 +1%
AF
418
Ally Financial
Michigan
$8.03M +$3.06M +120,000 +62%
GI
419
Glovista Investments
New Jersey
$7.85M +$7.27M +285,417 +1,269%
WIC
420
Willis Investment Counsel
Georgia
$7.84M +$7.8K +306 +0.1%
CIBC World Market
421
CIBC World Market
Ontario, Canada
$7.83M +$792K +31,104 +11%
PL
422
Parthenon LLC
Kentucky
$7.82M -$42K -1,650 -0.5%
VC
423
Vestor Capital
Illinois
$7.8M +$98.4K +3,861 +1%
DCM
424
Dupont Capital Management
Delaware
$7.79M – – –
SIPS
425
Shelter Insurance Profit Sharing
Missouri
$7.77M +$1.65M +64,800 +27%
15 16
17
18 19