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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 %
LG
676
Leuthold Group
Minnesota
$2.9M -$1.88M -71,670 -39%
CIA
677
Choate Investment Advisors
Massachusetts
$2.89M +$52.3K +1,995 +2%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$2.85M -$46.5K -1,773 -2%
RIL
679
Rothschild Investment LLC
Illinois
$2.83M -$113K -4,323 -4%
YL
680
YCG LLC
Texas
$2.82M -$283K -10,800 -9%
CAN
681
Cetera Advisor Networks
California
$2.81M +$61.9K +2,355 +2%
VHAM
682
Van Hulzen Asset Management
California
$2.8M +$2.8M +106,803 New
WSCM
683
Wellington Shields Capital Management
New York
$2.79M – – –
ICOM
684
Investment Counselors of Maryland
Maryland
$2.79M -$7.87K -300 -0.3%
FAM
685
Fred Alger Management
New York
$2.72M -$3.23K -123 -0.1%
GG
686
Gofen & Glossberg
Illinois
$2.72M +$6.3K +240 +0.2%
GIM
687
Grassi Investment Management
California
$2.72M – – –
HI
688
Hendershot Investments
Virginia
$2.71M +$68.5K +2,610 +3%
Citadel Advisors
689
Citadel Advisors
Florida
$2.7M +$2.7M +102,840 New
TCOTO
690
Trust Company of the Ozarks
Missouri
$2.69M -$57.5K -2,190 -2%
I
691
IberiaBank
Louisiana
$2.68M +$7.4K +282 +0.3%
AIP
692
Ameritas Investment Partners
Nebraska
$2.67M -$42.4K -1,617 -2%
PL
693
Perpetual Ltd
Australia
$2.67M +$1.17M +44,556 +78%
AIM
694
Acropolis Investment Management
Missouri
$2.67M +$81K +3,090 +3%
DPIM
695
Duff & Phelps Investment Management
Illinois
$2.66M -$3.3M -125,730 -55%
BCM
696
Bluefin Capital Management
New York
$2.66M +$2.66M +101,436 New
BRM
697
Boston Research & Management
Massachusetts
$2.65M +$179K +6,828 +7%
UCFA
698
United Capital Financial Advisors
Texas
$2.64M +$744K +28,374 +39%
LM
699
Lincluden Management
Ontario, Canada
$2.63M +$224K +8,550 +9%
VIP
700
Vantage Investment Partners
Missouri
$2.63M +$13.5K +516 +0.5%
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