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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 %
BTW
426
Boston Trust Walden
Massachusetts
$7.71M -$5.48M -215,100 -42%
RC
427
RegentAtlantic Capital
New Jersey
$7.6M -$372K -14,610 -5%
CTA
428
Chesley Taft & Associates
Illinois
$7.58M +$50.5K +1,983 +0.7%
Parallax Volatility Advisers
429
Parallax Volatility Advisers
California
$7.51M +$7.51M +294,735 New
BHTS
430
Bar Harbor Trust Services
Maine
$7.49M -$186K -7,320 -2%
CPIM
431
Columbia Partners Investment Management
Virginia
$7.35M -$478K -18,762 -6%
UB
432
UMB Bank
Missouri
$7.31M -$92.9K -3,645 -1%
WCMN
433
Westchester Capital Management (Nebraska)
Nebraska
$7.2M +$504K +19,785 +8%
CICI
434
Capital Investment Counsel Inc
North Carolina
$7.19M +$12.6K +495 +0.2%
NG
435
NatWest Group
United Kingdom
$7.19M -$15.2M -596,304 -68%
SIM
436
Sentry Investment Management
Wisconsin
$7.18M – – –
LIM
437
Lathrop Investment Management
Arkansas
$7.16M +$399K +15,648 +6%
V
438
Veritable
Delaware
$7.1M +$685K +26,895 +11%
SLI
439
Sumitomo Life Insurance
Japan
$7.02M -$593K -23,286 -8%
SI
440
Stephens Inc
Arkansas
$6.88M +$795K +31,197 +13%
BF
441
BOK Financial
Oklahoma
$6.83M +$97.2K +3,816 +1%
ACM
442
Advisors Capital Management
New Jersey
$6.76M +$1.74M +68,388 +35%
TH
443
Timber Hill
Connecticut
$6.75M +$6.75M +264,843 New
PGIM
444
Pacific Global Investment Management
California
$6.7M +$323K +12,675 +5%
DP
445
Dearborn Partners
Illinois
$6.62M +$802K +31,479 +14%
AI
446
Ariel Investments
Illinois
$6.49M +$1.68K +66 +0%
WTC
447
WhitTier Trust Company
Nevada
$6.47M -$67.5K -2,649 -1%
QAM
448
QCI Asset Management
New York
$6.47M +$168K +6,606 +3%
TH
449
TCTC Holdings
Texas
$6.44M -$245K -9,600 -4%
TTWM
450
TCV Trust & Wealth Management
Virginia
$6.36M +$136K +5,322 +2%
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