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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 %
K
626
Kemper
Illinois
$3.29M – – –
LCP
627
Legacy Capital Partners
Wisconsin
$3.25M +$22.9K +900 +0.7%
COI
628
Connable Office Inc
Michigan
$3.24M -$79.2K -3,108 -2%
PVH
629
Psagot Value Holdings
Israel
$3.2M +$153K +6,000 +5%
VST
630
Van Strum & Towne
California
$3.19M – – –
FFBTD
631
First Financial Bank - Trust Division
Ohio
$3.19M -$21K -825 -0.7%
QI
632
QS Investors
New York
$3.16M -$1.48M -57,900 -32%
AAMU
633
Amundi Asset Management US
Massachusetts
$3.16M -$37.8K -1,485 -1%
SIM
634
Sterling Investment Management
Arizona
$3.14M – – –
BB
635
Busey Bank
Illinois
$3.12M -$6.01M -235,800 -66%
ABC
636
Associated Banc-Corp
Wisconsin
$3.12M -$30.2K -1,185 -1%
Macquarie Group
637
Macquarie Group
Australia
$3.11M -$382K -15,000 -11%
MYLI
638
Meiji Yasuda Life Insurance
Japan
$3.1M -$500K -19,632 -14%
AB
639
Amalgamated Bank
New York
$3.09M -$60.2K -2,361 -2%
Jane Street
640
Jane Street
New York
$3.09M +$3.09M +121,398 New
MM
641
Meridian Management
Arkansas
$3.07M +$40.5K +1,590 +1%
NSEDCP
642
NJ State Employees Deferred Compensation Plan
New Jersey
$3.06M – – –
VKH
643
Virtu KCG Holdings
New York
$3.05M +$2.69M +105,786 +762%
PAM
644
Private Asset Management
California
$3.04M -$168K -6,597 -5%
LA
645
Lynch & Associates
Indiana
$3.04M -$208K -8,175 -6%
PTB
646
Pioneer Trust Bank
Oregon
$3.04M +$47.8K +1,875 +2%
SHA
647
Smith Hayes Advisers
Nebraska
$3.04M +$1.64M +64,575 +118%
UAS
648
United Asset Strategies
New York
$3.04M +$3.04M +119,115 New
P
649
Pitcairn
Pennsylvania
$3.03M -$268K -10,503 -8%
CFS
650
Community Financial System
New York
$3.03M -$89K -3,495 -3%
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