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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 %
RBA
576
Richard Bernstein Advisors
New York
$4.14M +$1.16M +44,307 +39%
GCM
577
Garland Capital Management
Washington
$4.12M +$70.8K +2,700 +2%
MCM
578
Martin Capital Management
Indiana
$4.11M -$417K -15,882 -9%
NPIT
579
National Penn Investors Trust
Pennsylvania
$4.1M +$61.7K +2,352 +2%
ATC
580
Argent Trust Company
Louisiana
$4.09M -$281K -10,725 -6%
KFS
581
KMS Financial Services
Washington
$4.08M +$3.18M +121,260 +353%
BCM
582
Boltwood Capital Management
California
$4.04M – – –
FA
583
Financial Advantage
Maryland
$4.03M +$4.03M +153,459 +204,612%
1SB
584
1ST Source Bank
Indiana
$4.02M -$423K -16,119 -10%
PP
585
Paloma Partners
Connecticut
$4M -$5.19M -198,021 -57%
FAAS
586
First Allied Advisory Services
California
$3.98M -$2.45M -93,348 -38%
BPC
587
Banque Pictet & Cie
Switzerland
$3.96M +$3.96M +150,816 New
DIA
588
Dean Investment Associates
Ohio
$3.95M -$50.9K -1,941 -1%
ACP
589
Ashfield Capital Partners
California
$3.95M -$944 -36 -0%
HKIM
590
Hayek Kallen Investment Management
Alabama
$3.94M -$38.6K -1,470 -1%
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.91M -$40.3K -1,536 -1%
HC
592
Hourglass Capital
Texas
$3.86M -$74.4K -2,835 -2%
AIA
593
Alerus Investment Advisors
Minnesota
$3.85M -$1.29M -49,278 -25%
CLOS
594
Compagnie Lombard Odier SCmA
Switzerland
$3.83M +$3.83M +145,845 New
WDA
595
Wendell David Associates
New Hampshire
$3.81M -$27.3K -1,035 -0.7%
AHS
596
Aspiriant Holdings S3
California
$3.8M +$91.7K +3,495 +2%
BFA
597
Bragg Financial Advisors
North Carolina
$3.79M +$4.41K +168 +0.1%
Daiwa Securities Group
598
Daiwa Securities Group
Japan
$3.78M -$425K -16,200 -10%
DCMA
599
Daiwa Capital Markets America
New York
$3.78M +$3.78M +144,000 New
LOCC
600
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.78M +$3.78M +144,000 New
22 23
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