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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 %
MCM
576
Martin Capital Management
Indiana
$3.79M -$199K -7,806 -5%
HI
577
Hendershot Investments
Virginia
$3.75M +$1.13M +44,178 +43%
LOCC
578
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.75M +$80.3K +3,150 +2%
RJT
579
Raymond James Trust
Florida
$3.74M +$131K +5,127 +4%
FWCM
580
First Western Capital Management
California
$3.74M +$110K +4,326 +3%
SAG
581
Sterne Agee Group
Alabama
$3.73M +$704K +27,645 +23%
WB
582
WesBanco Bank
West Virginia
$3.72M +$104K +4,074 +3%
FCT
583
Family Capital Trust
Massachusetts
$3.71M +$3.69M +144,750 +20,797%
Jones Financial Companies
584
Jones Financial Companies
Missouri
$3.7M +$178K +6,978 +5%
SAM
585
Selway Asset Management
$3.7M +$196K +7,710 +6%
RMCM
586
Reynders McVeigh Capital Management
Massachusetts
$3.7M -$1.03M -40,551 -22%
ACP
587
Ashfield Capital Partners
California
$3.69M -$149K -5,856 -4%
JAM
588
Jolley Asset Management
North Carolina
$3.67M +$49.5K +1,944 +1%
BOC
589
Barbara Oil Co
Illinois
$3.67M – – –
PRA
590
Parametric Risk Advisors
Connecticut
$3.67M – – –
WDA
591
Wendell David Associates
New Hampshire
$3.66M +$760 +30 +0%
BFA
592
Bragg Financial Advisors
North Carolina
$3.64M -$36.5K -1,431 -1%
NPIT
593
National Penn Investors Trust
Pennsylvania
$3.63M -$347K -13,638 -9%
JIC
594
Johnson Investment Counsel
Ohio
$3.63M -$26.7K -1,047 -0.7%
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.6M -$193K -7,557 -5%
Daiwa Securities Group
596
Daiwa Securities Group
Japan
$3.6M -$68.8K -2,700 -2%
LCP
597
Longhorn Capital Partners
Texas
$3.6M – – –
CCT
598
Chemung Canal Trust
New York
$3.6M -$2.31M -90,528 -39%
AIA
599
Alerus Investment Advisors
Minnesota
$3.6M -$145K -5,706 -4%
FA
600
Financial Advantage
Maryland
$3.59M -$318K -12,501 -8%
22 23
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