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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 %
PIM
626
Profit Investment Management
Maryland
$3.46M – – –
VanEck Associates
627
VanEck Associates
New York
$3.43M -$453K -17,286 -12%
COI
628
Connable Office Inc
Michigan
$3.42M -$46.6K -1,776 -1%
P
629
Pitcairn
Pennsylvania
$3.4M -$137K -5,208 -4%
K
630
Kemper
Illinois
$3.38M – – –
DG
631
Davidson & Garrard
Virginia
$3.36M +$204K +7,785 +6%
LA
632
Lynch & Associates
Indiana
$3.34M +$84.6K +3,225 +3%
LCP
633
Legacy Capital Partners
Wisconsin
$3.32M -$66.9K -2,550 -2%
QCMC
634
Quantum Capital Management (California)
California
$3.31M +$162K +6,183 +5%
FFBTD
635
First Financial Bank - Trust Division
Ohio
$3.31M -$139K -5,283 -4%
PAM
636
Private Asset Management
California
$3.3M -$3.93K -150 -0.1%
SSWM
637
Smith Salley Wealth Management
North Carolina
$3.3M +$9.13K +348 +0.3%
AAMU
638
Amundi Asset Management US
Massachusetts
$3.29M -$26.2M -997,227 -89%
VST
639
Van Strum & Towne
California
$3.29M -$5.9K -225 -0.2%
WIC
640
Woodmont Investment Counsel
Tennessee
$3.28M -$43.3K -1,650 -1%
AB
641
Amalgamated Bank
New York
$3.25M -$33K -1,260 -1%
IIC
642
Ironwood Investment Counsel
Arizona
$3.24M -$112K -4,275 -3%
ABC
643
Associated Banc-Corp
Wisconsin
$3.24M -$215K -8,190 -6%
SIM
644
Sterling Investment Management
Arizona
$3.23M -$42.1K -1,605 -1%
CCMINC
645
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.23M +$14.2K +540 +0.4%
BL
646
BCWM LLC
Kansas
$3.22M -$18.7K -714 -0.6%
CFS
647
Community Financial System
New York
$3.21M -$29.5K -1,125 -0.9%
WAM
648
Wolverine Asset Management
Illinois
$3.2M +$992K +37,809 +45%
GT
649
Glenview Trust
Kentucky
$3.17M +$3.17M +120,948 New
KCMRT
650
Kemper Corp Master Retirement Trust
Illinois
$3.17M – – –
24 25
26
27 28