WMT icon

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 %
SLI
426
Sumitomo Life Insurance
Japan
$7.84M -$1.4M -53,322 -15%
ACM
427
Atlanta Capital Management
Georgia
$7.8M +$2.47M +94,134 +46%
CTA
428
Chesley Taft & Associates
Illinois
$7.75M -$475K -18,117 -6%
PSUF
429
People's United Financial
Connecticut
$7.64M -$5.03M -191,610 -40%
CA
430
Cornerstone Advisors
North Carolina
$7.61M +$1.97M +75,000 +35%
SCP
431
Seizert Capital Partners
Michigan
$7.58M -$106K -4,047 -1%
PFM
432
Parsec Financial Management
North Carolina
$7.57M +$6.98M +265,989 +1,171%
JPMPWA
433
J.P. Morgan Private Wealth Advisors
California
$7.51M +$721K +27,483 +11%
NLGIA
434
Nippon Life Global Investors Americas
New York
$7.49M +$149K +5,673 +2%
ANBT
435
American National Bank & Trust
Texas
$7.4M -$577K -21,999 -7%
SIM
436
Sentry Investment Management
Wisconsin
$7.4M +$2.75M +104,889 +59%
CICI
437
Capital Investment Counsel Inc
North Carolina
$7.39M -$25.6K -975 -0.3%
DBT
438
Dubuque Bank & Trust
Iowa
$7.27M +$91.3K +3,480 +1%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$7.25M -$1.85M -70,467 -20%
WTNA
440
Wilmington Trust National Association
Delaware
$7.23M -$570K -21,738 -7%
HCM
441
Horan Capital Management
Maryland
$7.06M -$131K -4,992 -2%
LIM
442
Lathrop Investment Management
Arkansas
$6.96M +$249K +9,507 +4%
HT
443
HAP Trading
New York
$6.93M -$30.1M -1,146,885 -81%
BF
444
BOK Financial
Oklahoma
$6.93M +$428K +16,305 +7%
DT
445
Diversified Trust
Tennessee
$6.92M +$70.8K +2,700 +1%
WCMN
446
Westchester Capital Management (Nebraska)
Nebraska
$6.89M -$162K -6,165 -2%
TH
447
TCTC Holdings
Texas
$6.88M -$33.4K -1,275 -0.5%
JIR
448
James Investment Research
Ohio
$6.74M -$20.5K -783 -0.3%
WTC
449
WhitTier Trust Company
Nevada
$6.73M -$18.2K -693 -0.3%
NIMI
450
Natixis Investment Managers International
France
$6.69M -$40.8K -1,557 -0.6%
16 17
18
19 20