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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 %
BOC
601
Barbara Oil Co
Illinois
$3.78M +$3.78M +144,000 New
PRA
602
Parametric Risk Advisors
Connecticut
$3.78M +$706K +26,937 +23%
JIC
603
Johnson Investment Counsel
Ohio
$3.77M -$41.4K -1,578 -1%
WT
604
Washington Trust
Rhode Island
$3.75M -$99.2K -3,780 -3%
FWCM
605
First Western Capital Management
California
$3.74M +$3.74M +142,389 New
JAM
606
Jolley Asset Management
North Carolina
$3.73M +$26K +990 +0.7%
LS
607
Livforsakringsbolaget Skandia
Sweden
$3.73M – – –
WB
608
WesBanco Bank
West Virginia
$3.72M -$328K -12,510 -8%
RJT
609
Raymond James Trust
Florida
$3.72M +$133K +5,079 +4%
MYLI
610
Meiji Yasuda Life Insurance
Japan
$3.71M -$523K -19,932 -12%
LCP
611
Longhorn Capital Partners
Texas
$3.71M – – –
MYAM
612
Meiji Yasuda Asset Management
Japan
$3.65M -$355K -13,524 -9%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$3.63M +$168K +6,420 +5%
SAM
614
Selway Asset Management
$3.61M -$78.7K -3,000 -2%
BP
615
Banyan Partners
Florida
$3.6M +$1.63M +62,280 +83%
CONA
616
Capital One National Association
New York
$3.59M -$647K -24,672 -15%
Macquarie Group
617
Macquarie Group
Australia
$3.59M +$633K +24,138 +21%
SFG
618
Sather Financial Group
Texas
$3.58M -$49.6K -1,890 -1%
WA
619
Whitebox Advisors
Minnesota
$3.58M +$2.36M +89,859 +193%
MHIC
620
Marble Harbor Investment Counsel
Massachusetts
$3.57M +$104K +3,975 +3%
AWM
621
Altavista Wealth Management
North Carolina
$3.56M +$151K +5,700 +4%
FAT
622
First American Trust
California
$3.55M -$11.9K -453 -0.3%
OSNBOA
623
Old Second National Bank of Aurora
Illinois
$3.55M +$55.6K +2,118 +2%
MIG
624
Mariner Investment Group
New York
$3.54M +$3.54M +135,009 New
QIM
625
Quest Investment Management
Oregon
$3.49M – – –
23 24
25
26 27