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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 %
DIA
551
Dean Investment Associates
Ohio
$4.16M +$321K +12,594 +8%
SAMNY
552
Samsung Asset Management (New York)
New York
$4.16M -$5.07M -199,140 -55%
Truist Financial
553
Truist Financial
North Carolina
$4.15M -$116K -4,542 -3%
UR
554
USCA RIA
Texas
$4.15M +$17.1K +672 +0.4%
CONA
555
Capital One National Association
New York
$4.14M +$650K +25,497 +19%
BAC
556
Boys Arnold & Co
North Carolina
$4.11M -$65.7K -2,580 -2%
FAAS
557
First Allied Advisory Services
California
$4.11M +$230K +9,003 +6%
OC
558
Oppenheimer & Co
New York
$4.08M -$1.89M -74,232 -32%
BC
559
Burney Company
Virginia
$4.08M -$189K -7,410 -4%
GCM
560
Garland Capital Management
Washington
$4.05M +$49.7K +1,950 +1%
BG
561
Bahl & Gaynor
Ohio
$4M -$106K -4,152 -3%
CBB
562
Citizens Business Bank
California
$3.99M +$2.26M +88,593 +130%
CCM
563
Chilton Capital Management
Texas
$3.97M -$1.38M -54,144 -26%
BKBG
564
BHF Kleinwort Benson Group
Belgium
$3.96M +$3.9M +153,009 +6,539%
HKIM
565
Hayek Kallen Investment Management
Alabama
$3.95M +$119K +4,686 +3%
OI
566
Oakbrook Investments
Illinois
$3.93M -$1.41M -55,200 -26%
MIM
567
Marco Investment Management
Georgia
$3.92M -$110K -4,314 -3%
SOADOR
568
State of Alaska Department of Revenue
Alaska
$3.92M -$491K -19,260 -11%
BCM
569
Boltwood Capital Management
California
$3.92M -$7.64K -300 -0.2%
MA
570
Montag & Associates
Georgia
$3.9M -$273K -10,725 -7%
HC
571
Hourglass Capital
Texas
$3.85M +$103K +4,038 +3%
FTIOP
572
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.85M -$232K -9,099 -6%
BOH
573
Bank of Hawaii
Hawaii
$3.83M -$491K -19,290 -11%
EI
574
EDMP Inc
Florida
$3.83M -$236K -9,255 -6%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$3.81M +$95.5K +3,750 +3%
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