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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 %
MAM
526
Mastrapasqua Asset Management
Tennessee
$4.9M +$10.5K +402 +0.2%
FT
527
Fiduciary Trust
Massachusetts
$4.89M -$309K -11,796 -6%
NPA
528
Nichols & Pratt Advisers
Massachusetts
$4.88M +$78.7K +3,000 +2%
RMCM
529
Reynders McVeigh Capital Management
Massachusetts
$4.87M -$796K -30,345 -14%
SIG
530
Schooner Investment Group
Pennsylvania
$4.81M +$1.38M +52,500 +40%
LBC
531
Lowe Brockenbrough & Co
Virginia
$4.8M -$307K -11,703 -6%
QI
532
QS Investors
New York
$4.77M -$858K -32,700 -15%
NB
533
NBT Bank
New York
$4.71M -$367K -13,995 -7%
DY
534
Dowling & Yahnke
California
$4.71M +$124K +4,725 +3%
EWM
535
Evercore Wealth Management
New York
$4.7M +$913K +34,815 +24%
NIA
536
Northstar Investment Advisors
Colorado
$4.69M +$369K +14,064 +9%
Walleye Trading
537
Walleye Trading
New York
$4.66M +$4.66M +177,756 New
PA
538
Pinnacle Associates
New York
$4.61M +$10.9K +417 +0.2%
WF
539
WealthTrust Fairport
Ohio
$4.58M -$118K -4,509 -3%
B
540
Barings
North Carolina
$4.58M -$559K -21,300 -11%
WCM
541
Weik Capital Management
Pennsylvania
$4.54M -$22K -840 -0.5%
SOADOR
542
State of Alaska Department of Revenue
Alaska
$4.54M +$18.1K +690 +0.4%
BSPF
543
British Steel Pension Fund
United Kingdom
$4.54M -$293K -11,160 -6%
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.51M -$54.9K -2,094 -1%
AIM
545
AMI Investment Management
Indiana
$4.47M -$177K -6,750 -4%
BOH
546
Bank of Hawaii
Hawaii
$4.45M -$71.4K -2,721 -2%
FMT
547
First Mercantile Trust
Tennessee
$4.44M -$371K -14,145 -8%
WC
548
Woodstock Corp
Massachusetts
$4.42M -$47.2K -1,800 -1%
AIC
549
Argus Investors Counsel
New York
$4.42M – – –
FB
550
Fulton Bank
Pennsylvania
$4.4M -$1.22M -46,494 -22%
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