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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 %
ANBT
451
American National Bank & Trust
Texas
$6.34M -$849K -33,309 -12%
Fisher Asset Management
452
Fisher Asset Management
Washington
$6.29M -$3.39M -132,918 -35%
HCM
453
Horrell Capital Management
Arkansas
$6.26M +$24.8K +975 +0.4%
CCM
454
Covington Capital Management
California
$6.25M +$195K +7,635 +3%
CA
455
Cornerstone Advisors
North Carolina
$6.24M -$1.15M -45,000 -16%
STI
456
Susquehanna Trust & Investment
Pennsylvania
$6.23M -$2.21M -86,745 -26%
MIS
457
Morningstar Investment Services
Illinois
$6.23M +$3.78M +148,290 +154%
LMGAM
458
Liberty Mutual Group Asset Management
Massachusetts
$6.14M +$200K +7,857 +3%
MCM
459
Monarch Capital Management
Indiana
$6.13M +$28.3K +1,110 +0.5%
LCM
460
LVM Capital Management
Michigan
$6.13M +$694K +27,240 +13%
CCC
461
Chelsea Counsel Company
California
$6.1M -$115K -4,500 -2%
HCM
462
Hodges Capital Management
Texas
$6.07M -$129K -5,061 -2%
IGIM
463
I.G. Investment Management
Manitoba, Canada
$6.05M +$1.01M +39,480 +20%
ARTA
464
A.R.T. Advisors
New York
$6.03M +$5.73M +224,739 +1,911%
LI
465
LMCG Investments
Massachusetts
$5.99M +$151K +5,910 +3%
ORIO
466
Old Republic International (ORI)
Illinois
$5.89M +$5.89M +231,000 New
BOTW
467
Bank of the West
California
$5.8M -$173K -6,771 -3%
CBN
468
Cadence Bank NA
Texas
$5.79M -$198K -7,785 -3%
MAM
469
Meeder Asset Management
Ohio
$5.77M +$5.77M +226,590 New
LTFS
470
Ladenburg Thalmann Financial Services
Florida
$5.74M -$58.8K -2,307 -1%
SIG
471
Schooner Investment Group
Pennsylvania
$5.73M +$1.07M +42,000 +23%
FNT
472
First National Trust
Pennsylvania
$5.73M +$6.34K +249 +0.1%
CFG
473
Cambridge Financial Group
Ohio
$5.72M +$135K +5,310 +2%
RJFSA
474
Raymond James Financial Services Advisors
Florida
$5.69M +$208K +8,145 +4%
AC
475
AFAM Capital
Texas
$5.68M +$281K +11,031 +5%
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