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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 %
CWP
651
Capital Wealth Planning
Florida
$3.03M +$3.03M +118,749 New
IIC
652
Ironwood Investment Counsel
Arizona
$3.02M -$125K -4,917 -4%
OMCS
653
Old Mutual Customised Solutions
South Africa
$3.01M +$474K +18,600 +19%
CCMINC
654
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.01M -$126K -4,944 -4%
OWIM
655
Old West Investment Management
California
$3M +$3.74K +147 +0.1%
VHAM
656
Van Hulzen Asset Management
California
$3M +$275K +10,803 +10%
DA
657
Denali Advisors
California
$3M +$925K +36,300 +45%
PAM
658
PartnerRe Asset Management
Connecticut
$2.99M +$11.7K +459 +0.4%
WSTAM
659
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M -$51.1K -2,007 -2%
AAC
660
Asset Advisors Corp
Georgia
$2.98M +$115K +4,500 +4%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$2.97M +$53K +2,079 +2%
HA
662
Halsey Associates
Connecticut
$2.95M -$61.2K -2,400 -2%
PA
663
Pinnacle Associates
New York
$2.94M -$1.53M -60,222 -34%
FBP
664
Flippin Bruce & Porter
Virginia
$2.91M -$34.5K -1,353 -1%
GCA
665
Guardian Capital Advisors
Ontario, Canada
$2.89M +$66.3K +2,595 +2%
WF
666
WealthTrust Fairport
Ohio
$2.88M -$1.57M -61,686 -35%
SAM
667
Smithbridge Asset Management
Pennsylvania
$2.87M -$21.8K -855 -0.8%
EWM
668
Evercore Wealth Management
New York
$2.86M -$1.71M -67,122 -37%
TCOTO
669
Trust Company of the Ozarks
Missouri
$2.85M +$236K +9,264 +9%
AT
670
Arden Trust
Delaware
$2.85M -$189K -7,413 -6%
VIP
671
Vantage Investment Partners
Missouri
$2.85M +$294K +11,529 +12%
SCM
672
Sterling Capital Management
North Carolina
$2.84M +$812K +31,890 +40%
WA
673
Whitebox Advisors
Minnesota
$2.83M -$646K -25,362 -19%
RIL
674
Rothschild Investment LLC
Illinois
$2.82M +$76.4K +3,000 +3%
SBH
675
Segall Bryant & Hamill
Illinois
$2.78M -$76.4K -3,000 -3%
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