WMT icon

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 %
WT
601
Washington Trust
Rhode Island
$3.56M -$86.4K -3,390 -2%
1SB
602
1ST Source Bank
Indiana
$3.55M -$348K -13,659 -9%
DG
603
Davidson & Garrard
Virginia
$3.55M +$291K +11,415 +9%
WKWM
604
Walter & Keenan Wealth Management
Indiana
$3.55M +$3.55M +139,194 New
AAM
605
Aston Asset Management
Illinois
$3.52M -$1.61M -62,745 -31%
AHS
606
Aspiriant Holdings S3
California
$3.51M -$179K -7,032 -5%
SFG
607
Sather Financial Group
Texas
$3.5M +$22.9K +900 +0.7%
WIC
608
Woodmont Investment Counsel
Tennessee
$3.49M +$307K +12,033 +10%
MHIC
609
Marble Harbor Investment Counsel
Massachusetts
$3.49M +$23K +903 +0.7%
ATC
610
Argent Trust Company
Louisiana
$3.47M -$497K -19,494 -13%
AWM
611
Altavista Wealth Management
North Carolina
$3.45M +$31.8K +1,248 +0.9%
BP
612
Banyan Partners
Florida
$3.45M -$44.6K -1,749 -1%
PCA
613
Personal Capital Advisors
California
$3.44M +$1M +39,384 +41%
FAT
614
First American Trust
California
$3.4M -$48.1K -1,887 -1%
GF
615
Gerstein Fisher
New York
$3.39M -$3.51M -137,895 -51%
QIM
616
Quest Investment Management
Oregon
$3.39M – – –
BL
617
BCWM LLC
Kansas
$3.38M +$255K +10,014 +8%
MP
618
Manifold Partners
California
$3.37M +$3.37M +132,369 New
QCMC
619
Quantum Capital Management (California)
California
$3.37M +$151K +5,919 +5%
PIM
620
Profit Investment Management
Maryland
$3.36M – – –
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$3.36M +$851K +33,402 +34%
KFS
622
KMS Financial Services
Washington
$3.36M -$608K -23,874 -15%
LP
623
LMR Partners
United Kingdom
$3.34M +$3.34M +131,007 New
MYAM
624
Meiji Yasuda Asset Management
Japan
$3.33M -$214K -8,394 -6%
LI
625
Longer Investments
Arkansas
$3.3M +$974K +38,220 +42%
23 24
25
26 27