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 %
DP
476
Dearborn Partners
Illinois
$5.99M +$553K +21,087 +10%
LTFS
477
Ladenburg Thalmann Financial Services
Florida
$5.97M -$200K -7,620 -3%
NLI
478
Nippon Life Insurance
Japan
$5.89M -$189K -7,200 -3%
FNT
479
First National Trust
Pennsylvania
$5.89M -$124K -4,713 -2%
EGA
480
Eagle Global Advisors
Texas
$5.83M -$361K -13,770 -6%
Boston Partners
481
Boston Partners
Massachusetts
$5.77M – – –
DADC
482
D.A. Davidson & Co
Montana
$5.76M -$738K -28,188 -11%
KA
483
Kerrisdale Advisers
Florida
$5.76M -$5.4M -205,470 -48%
MC
484
Martin Currie
United Kingdom
$5.75M -$2.43M -92,700 -30%
CFG
485
Cambridge Financial Group
Ohio
$5.75M +$356K +13,590 +7%
CIM
486
Corda Investment Management
Texas
$5.75M -$93.3K -3,558 -2%
CTI
487
Community Trust & Investment
Kentucky
$5.74M -$49.6K -1,890 -0.9%
PA
488
Profund Advisors
Maryland
$5.74M +$723K +27,567 +14%
KCM
489
Kempner Capital Management
Texas
$5.7M -$315K -12,000 -5%
APFBOT
490
Amica Pension Fund Board of Trustees
Rhode Island
$5.68M – – –
DIA
491
Davidson Investment Advisors
Montana
$5.66M -$2.68M -102,411 -32%
RJFSA
492
Raymond James Financial Services Advisors
Florida
$5.64M -$34.9K -1,329 -0.6%
PIM
493
Perkins Investment Management
Illinois
$5.62M +$3.36M +128,235 +149%
AC
494
Allstate Corporation
Illinois
$5.62M – – –
LCM
495
LVM Capital Management
Michigan
$5.6M +$58K +2,211 +1%
MAM
496
Mizuho Asset Management
Japan
$5.59M -$43.4K -1,656 -0.8%
AC
497
AFAM Capital
Texas
$5.56M +$42.6K +1,623 +0.8%
Natixis Advisors
498
Natixis Advisors
Massachusetts
$5.56M +$782K +29,832 +16%
WF
499
Welch & Forbes
Massachusetts
$5.52M -$96.6K -3,681 -2%
CCM
500
Chilton Capital Management
Texas
$5.51M -$214K -8,169 -4%
18 19
20
21 22