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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 %
NSEDCP
651
NJ State Employees Deferred Compensation Plan
New Jersey
$3.15M – – –
RA
652
Rational Advisors
New York
$3.13M +$311K +11,838 +11%
PVH
653
Psagot Value Holdings
Israel
$3.13M +$704K +26,850 +29%
IPRC
654
Indices-Pac Research Corporation
New Jersey
$3.13M +$1.22M +46,476 +64%
AT
655
Arden Trust
Delaware
$3.13M -$190K -7,242 -6%
WSTAM
656
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M -$107K -4,086 -3%
MM
657
Meridian Management
Arkansas
$3.12M -$198K -7,530 -6%
SAG
658
Sterne Agee Group
Alabama
$3.11M +$736K +28,065 +31%
HA
659
Halsey Associates
Connecticut
$3.1M -$8.42K -321 -0.3%
BIC
660
Bridges Investment Counsel
Nebraska
$3.09M -$107K -4,068 -3%
OWIM
661
Old West Investment Management
California
$3.08M -$302K -11,499 -9%
PTB
662
Pioneer Trust Bank
Oregon
$3.08M -$2.36K -90 -0.1%
PAM
663
PartnerRe Asset Management
Connecticut
$3.07M -$200K -7,620 -6%
PMG
664
ProVise Management Group
Florida
$3.05M +$38.6K +1,473 +1%
FBP
665
Flippin Bruce & Porter
Virginia
$3.03M -$45.2K -1,722 -1%
CMBA
666
C.M. Bidwell & Associates
Hawaii
$3.03M – – –
GCP
667
GSA Capital Partners
United Kingdom
$3.01M +$2.24M +85,299 +291%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$3M +$336K +12,831 +13%
SSG
669
Summit Securities Group
New York
$2.99M -$2.34M -89,400 -44%
SAM
670
Smithbridge Asset Management
Pennsylvania
$2.98M -$51.2K -1,950 -2%
AAC
671
Asset Advisors Corp
Georgia
$2.95M -$31.5K -1,200 -1%
SBH
672
Segall Bryant & Hamill
Illinois
$2.94M -$205K -7,830 -7%
GCA
673
Guardian Capital Advisors
Ontario, Canada
$2.91M +$15K +570 +0.5%
MCM
674
Murphy Capital Management
New Jersey
$2.91M +$94.4K +3,600 +3%
BO
675
Bank OZK
Arkansas
$2.9M +$2.76K +105 +0.1%
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