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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 %
CIM
476
Corda Investment Management
Texas
$5.68M +$97.1K +3,810 +2%
DBT
477
Dubuque Bank & Trust
Iowa
$5.68M -$1.38M -54,327 -20%
DADC
478
D.A. Davidson & Co
Montana
$5.63M +$35.9K +1,410 +0.6%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$5.63M -$2.51M -98,409 -31%
EGA
480
Eagle Global Advisors
Texas
$5.58M -$81.4K -3,195 -1%
PWLP
481
Prio Wealth Limited Partnership
Massachusetts
$5.53M -$472K -18,510 -8%
APFBOT
482
Amica Pension Fund Board of Trustees
Rhode Island
$5.52M – – –
DIA
483
Davidson Investment Advisors
Montana
$5.51M +$11.4K +447 +0.2%
KCM
484
Kempner Capital Management
Texas
$5.5M -$34.4K -1,350 -0.6%
Cohen & Steers
485
Cohen & Steers
New York
$5.32M -$3.55M -139,500 -40%
MJRIC
486
Mogy Joel R Investment Counsel
California
$5.3M +$134K +5,250 +3%
WTNA
487
Wilmington Trust National Association
Delaware
$5.28M -$1.74M -68,421 -25%
RBA
488
Richard Bernstein Advisors
New York
$5.21M +$1.19M +46,602 +30%
PWM
489
Patriot Wealth Management
Texas
$5.2M +$89.8K +3,525 +2%
WF
490
Welch & Forbes
Massachusetts
$5.19M -$171K -6,714 -3%
AAMU
491
AEGON Asset Management (UK)
United Kingdom
$5.18M -$16K -627 -0.3%
Natixis Advisors
492
Natixis Advisors
Massachusetts
$5.16M -$244K -9,570 -5%
RNS
493
Robert N. Shapiro
$5.16M +$9.86K +387 +0.2%
QI
494
Quotient Investors
New York
$5.14M +$53.5K +2,100 +1%
BHWM
495
Bar Harbor Wealth Management
New Hampshire
$5.08M -$22.9K -897 -0.4%
SAM
496
SignalPoint Asset Management
Missouri
$5.07M -$5.81K -228 -0.1%
Alyeska Investment Group
497
Alyeska Investment Group
Illinois
$5.07M +$5.07M +198,918 New
PA
498
Profund Advisors
Maryland
$5.06M -$507K -19,917 -9%
TCM
499
Twin Capital Management
Pennsylvania
$5.03M -$935K -36,720 -16%
Cambridge Investment Research Advisors
500
Cambridge Investment Research Advisors
Iowa
$5.02M -$85.3K -3,348 -2%
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