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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 %
CCM
551
Chickasaw Capital Management
Tennessee
$4.4M +$24.4K +930 +0.6%
HVIA
552
Hudson Valley Investment Advisors
New York
$4.39M +$630 +24 +0%
BC
553
Burney Company
Virginia
$4.39M -$1.87M -71,142 -30%
Truist Financial
554
Truist Financial
North Carolina
$4.39M +$95.1K +3,627 +2%
FHA
555
First Horizon Advisors
Tennessee
$4.38M +$138K +5,499 +3%
GG
556
Greenwood Gearhart
Arkansas
$4.37M +$121K +4,599 +3%
MERSOM
557
Municipal Employees' Retirement System of Michigan
Michigan
$4.37M – – –
FDS
558
First Dallas Securities
Texas
$4.36M -$8.58K -327 -0.2%
TIM
559
Thompson Investment Management
Wisconsin
$4.35M +$78.3K +2,985 +2%
CCP
560
Clarkston Capital Partners
Michigan
$4.33M +$41.3K +1,575 +1%
MC
561
Martin & Co
Tennessee
$4.31M +$3.46K +132 +0.1%
FTC
562
Farmers Trust Company
Ohio
$4.31M +$118K +4,497 +3%
PTC
563
Petrus Trust Company
Texas
$4.3M +$345K +13,140 +9%
MA
564
Montag & Associates
Georgia
$4.3M +$47.9K +1,827 +1%
BAC
565
Boys Arnold & Co
North Carolina
$4.3M -$622K -23,718 -13%
LIA
566
LS Investment Advisors
Michigan
$4.3M +$1.3M +49,743 +44%
UR
567
USCA RIA
Texas
$4.25M -$94.4K -3,600 -2%
BG
568
Bahl & Gaynor
Ohio
$4.22M -$25.9K -987 -0.6%
FTIOP
569
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.2M -$174K -6,615 -4%
EI
570
EDMP Inc
Florida
$4.18M +$420K +16,005 +11%
YIA
571
YHB Investment Advisors
Connecticut
$4.18M -$219K -8,367 -5%
GAM
572
Griffin Asset Management
New York
$4.18M -$3.77M -143,763 -47%
GIM
573
Groesbeck Investment Management
New Jersey
$4.18M -$1.07M -40,842 -20%
BRCM
574
Bright Rock Capital Management
Massachusetts
$4.17M – – –
HA
575
Hamel Associates
New Jersey
$4.16M +$4.16M +158,685 New
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