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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 %
CAM
501
Carret Asset Management
New York
$4.96M +$61.9K +2,430 +1%
CA
502
Callahan Advisors
Texas
$4.95M -$146K -5,715 -3%
RSVP
503
Ramsay Stattman Vela & Price
Colorado
$4.94M +$57.2K +2,244 +1%
GMIM
504
General Motors Investment Management
New York
$4.94M -$45.8K -1,797 -0.9%
TFA
505
Toth Financial Advisory
Virginia
$4.9M +$65K +2,553 +1%
KIC
506
Keating Investment Counselors
Florida
$4.85M +$3.82K +150 +0.1%
PL
507
Perpetual Ltd
Australia
$4.83M +$2.24M +88,065 +87%
NIA
508
Northstar Investment Advisors
Colorado
$4.82M +$255K +10,005 +6%
MC
509
Martin Currie
United Kingdom
$4.8M -$780K -30,603 -14%
TNBTD
510
Trustmark National Bank Trust Department
Mississippi
$4.8M -$476K -18,687 -9%
PSUF
511
People's United Financial
Connecticut
$4.8M -$2.62M -102,840 -35%
B
512
Barings
North Carolina
$4.76M +$313K +12,300 +7%
NPA
513
Nichols & Pratt Advisers
Massachusetts
$4.73M -$9.55K -375 -0.2%
LBC
514
Lawrence B. Cohen
$4.69M -$105K -4,122 -2%
IIM
515
Intact Investment Management
Quebec, Canada
$4.67M +$3.43M +134,460 +275%
DY
516
Dowling & Yahnke
California
$4.66M +$87.7K +3,441 +2%
BFA
517
Beaumont Financial Advisors
Massachusetts
$4.64M +$4.41M +172,932 +1,855%
LBC
518
Lowe Brockenbrough & Co
Virginia
$4.64M -$25.2K -990 -0.5%
NB
519
NBT Bank
New York
$4.52M -$55K -2,160 -1%
FHA
520
First Horizon Advisors
Tennessee
$4.52M +$64.2K +2,520 +1%
MAM
521
Mizuho Asset Management
Japan
$4.51M -$921K -36,156 -17%
GAM
522
Griffin Asset Management
New York
$4.5M +$448K +17,598 +11%
LIA
523
LS Investment Advisors
Michigan
$4.5M +$324K +12,723 +8%
NLI
524
Nippon Life Insurance
Japan
$4.45M -$1.27M -49,764 -22%
AIC
525
Argus Investors Counsel
New York
$4.45M +$159K +6,240 +4%
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