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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 %
HAM
526
Highstreet Asset Management
Ontario, Canada
$4.44M -$542K -21,264 -11%
FT
527
Fiduciary Trust
Massachusetts
$4.44M -$314K -12,309 -7%
HVIA
528
Hudson Valley Investment Advisors
New York
$4.42M +$156K +6,123 +4%
HCM
529
Hilton Capital Management
New York
$4.4M -$3.67M -144,000 -45%
HA
530
Hamel Associates
New Jersey
$4.38M +$342K +13,425 +8%
PMG
531
ProVise Management Group
Florida
$4.38M +$1.42M +55,800 +48%
FTC
532
Farmers Trust Company
Ohio
$4.37M +$188K +7,377 +4%
FBC
533
Fairfield, Bush & Co
Connecticut
$4.37M -$938K -36,816 -18%
WC
534
Woodstock Corp
Massachusetts
$4.36M +$69.5K +2,730 +2%
BRCM
535
Bright Rock Capital Management
Massachusetts
$4.36M +$306K +12,000 +8%
AIM
536
AMI Investment Management
Indiana
$4.34M – – –
CCP
537
Clarkston Capital Partners
Michigan
$4.33M +$123K +4,836 +3%
GG
538
Greenwood Gearhart
Arkansas
$4.29M +$38.8K +1,524 +0.9%
TIM
539
Thompson Investment Management
Wisconsin
$4.29M +$60.4K +2,370 +1%
YIA
540
YHB Investment Advisors
Connecticut
$4.28M +$225K +8,850 +6%
WCM
541
Weik Capital Management
Pennsylvania
$4.27M -$138K -5,400 -3%
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.26M -$116K -4,545 -3%
Bank of Nova Scotia
543
Bank of Nova Scotia
Ontario, Canada
$4.23M -$10.8M -422,112 -72%
FDS
544
First Dallas Securities
Texas
$4.22M -$15.8K -621 -0.4%
MC
545
Martin & Co
Tennessee
$4.22M +$32.9K +1,290 +0.8%
MERSOM
546
Municipal Employees' Retirement System of Michigan
Michigan
$4.22M -$22.9K -900 -0.5%
FMT
547
First Mercantile Trust
Tennessee
$4.2M -$117K -4,575 -3%
FB
548
Fulton Bank
Pennsylvania
$4.19M -$82.5K -3,240 -2%
CCM
549
Chickasaw Capital Management
Tennessee
$4.19M -$82.5K -3,240 -2%
PTC
550
Petrus Trust Company
Texas
$4.18M – – –
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