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
+$438M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$367M
3
Dodge & Cox
Dodge & Cox
California
+$198M
4
Bank of America
Bank of America
North Carolina
+$147M
5
Victory Capital Management
Victory Capital Management
Texas
+$124M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$231M
2
Deutsche Bank
Deutsche Bank
Germany
-$224M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$161M
4
BA
BlackRock Advisors
Delaware
-$141M
5
Franklin Resources
Franklin Resources
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
451
Ariel Investments
Illinois
$6.68M +$5.41M +206,382 +428%
1IC
452
1919 Investment Counsel
Maryland
$6.67M -$168K -6,399 -2%
TBA
453
Tower Bridge Advisors
Pennsylvania
$6.66M +$79.5K +3,030 +1%
V
454
Veritable
Delaware
$6.6M +$15.8K +603 +0.2%
PGIM
455
Pacific Global Investment Management
California
$6.56M +$105K +3,990 +2%
QAM
456
QCI Asset Management
New York
$6.49M +$42.7K +1,626 +0.7%
HCM
457
Horrell Capital Management
Arkansas
$6.42M +$106K +4,029 +2%
TTWM
458
TCV Trust & Wealth Management
Virginia
$6.41M +$787 +30 +0%
CCC
459
Chelsea Counsel Company
California
$6.4M – – –
HCM
460
Hodges Capital Management
Texas
$6.38M +$15.1K +576 +0.2%
SIPS
461
Shelter Insurance Profit Sharing
Missouri
$6.3M – – –
NCA
462
New Century Advisors
Maryland
$6.29M +$6.29M +240,000 New
MCM
463
Monarch Capital Management
Indiana
$6.28M -$70.4K -2,685 -1%
SI
464
Stephens Inc
Arkansas
$6.27M +$200K +7,629 +3%
CCM
465
Covington Capital Management
California
$6.24M +$40.5K +1,545 +0.7%
PWLP
466
Prio Wealth Limited Partnership
Massachusetts
$6.18M -$1.13M -42,969 -15%
CBN
467
Cadence Bank NA
Texas
$6.16M +$1.44M +54,843 +30%
OC
468
Oppenheimer & Co
New York
$6.15M +$79.6K +3,033 +1%
BOTW
469
Bank of the West
California
$6.15M -$65.6K -2,502 -1%
TCM
470
Twin Capital Management
Pennsylvania
$6.14M -$612K -23,340 -9%
LMGAM
471
Liberty Mutual Group Asset Management
Massachusetts
$6.12M -$1.62M -61,629 -21%
CCT
472
Chemung Canal Trust
New York
$6.08M -$318K -12,108 -5%
CC
473
Curian Capital
Colorado
$6.03M -$672K -25,602 -10%
DSA
474
Davis Selected Advisers
Arizona
$6.02M -$6.7M -255,456 -53%
LI
475
LMCG Investments
Massachusetts
$6.01M +$552K +21,027 +10%
17 18
19
20 21