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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 %
OI
501
Oakbrook Investments
Illinois
$5.49M -$484K -18,450 -8%
FBC
502
Fairfield, Bush & Co
Connecticut
$5.46M -$262K -10,005 -5%
TNBTD
503
Trustmark National Bank Trust Department
Mississippi
$5.44M +$146K +5,577 +3%
AAMU
504
AEGON Asset Management (UK)
United Kingdom
$5.35M +$3.13M +119,196 +140%
MJRIC
505
Mogy Joel R Investment Counsel
California
$5.32M +$31.5K +1,200 +0.6%
RNS
506
Robert N. Shapiro
$5.3M -$644K -24,555 -11%
AAM
507
Aston Asset Management
Illinois
$5.28M +$185K +7,020 +4%
PWM
508
Patriot Wealth Management
Texas
$5.26M -$57K -2,175 -1%
Cambridge Investment Research Advisors
509
Cambridge Investment Research Advisors
Iowa
$5.26M +$147K +5,601 +3%
BHWM
510
Bar Harbor Wealth Management
New Hampshire
$5.26M -$94.3K -3,594 -2%
CA
511
Callahan Advisors
Texas
$5.25M +$13.6K +519 +0.3%
QI
512
Quotient Investors
New York
$5.24M – – –
SAM
513
SignalPoint Asset Management
Missouri
$5.23M +$816K +31,119 +19%
IGIM
514
I.G. Investment Management
Manitoba, Canada
$5.2M +$1.44M +55,020 +38%
ACM
515
Advisors Capital Management
New Jersey
$5.17M +$640K +24,399 +14%
HAM
516
Highstreet Asset Management
Ontario, Canada
$5.13M +$4.4M +167,619 +600%
GMIM
517
General Motors Investment Management
New York
$5.13M -$769K -29,334 -13%
DHFB
518
Dixon Hubard Feinour & Brown
Virginia
$5.12M -$20.1K -765 -0.4%
AF
519
Ally Financial
Michigan
$5.12M – – –
CCM
520
Century Capital Management
Massachusetts
$5.1M +$5.1M +194,559 New
CAM
521
Carret Asset Management
New York
$5.04M -$57.8K -2,205 -1%
RSVP
522
Ramsay Stattman Vela & Price
Colorado
$5.03M – – –
KIC
523
Keating Investment Counselors
Florida
$4.99M -$14.2K -540 -0.3%
TFA
524
Toth Financial Advisory
Virginia
$4.97M +$48.8K +1,860 +1%
LBC
525
Lawrence B. Cohen
$4.93M -$161K -6,150 -3%
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