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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 %
BIC
676
Bridges Investment Counsel
Nebraska
$2.75M -$244K -9,588 -8%
CIA
677
Choate Investment Advisors
Massachusetts
$2.75M -$65K -2,550 -2%
ICOM
678
Investment Counselors of Maryland
Maryland
$2.73M +$15.3K +600 +0.6%
OSNBOA
679
Old Second National Bank of Aurora
Illinois
$2.72M -$729K -28,608 -21%
AB
680
AT Bancorp
Iowa
$2.72M +$2.34M +91,698 +612%
WSCM
681
Wellington Shields Capital Management
New York
$2.71M – – –
MCM
682
Murphy Capital Management
New Jersey
$2.69M -$134K -5,280 -5%
CC
683
ClearArc Capital
Ohio
$2.69M +$208K +8,178 +8%
BRM
684
Boston Research & Management
Massachusetts
$2.66M +$91.7K +3,600 +4%
VanEck Associates
685
VanEck Associates
New York
$2.66M -$672K -26,364 -20%
LM
686
Lincluden Management
Ontario, Canada
$2.65M +$92.5K +3,630 +4%
CAN
687
Cetera Advisor Networks
California
$2.65M -$88.2K -3,444 -3%
AIM
688
Acropolis Investment Management
Missouri
$2.64M +$54K +2,121 +2%
GIM
689
Grassi Investment Management
California
$2.64M +$306 +12 +0%
I
690
IberiaBank
Louisiana
$2.63M +$28K +1,098 +1%
ICOA
691
Investment Centers of America
North Dakota
$2.63M +$624K +25,305 +31%
NCA
692
New Century Advisors
Maryland
$2.62M -$3.49M -137,100 -57%
QT
693
Quantbot Technologies
New York
$2.61M +$2.61M +102,558 New
BO
694
Bank OZK
Arkansas
$2.59M -$224K -8,784 -8%
FAM
695
Fred Alger Management
New York
$2.59M -$56.6K -2,223 -2%
GG
696
Gofen & Glossberg
Illinois
$2.59M +$3.74K +150 +0.1%
YL
697
YCG LLC
Texas
$2.57M -$168K -6,600 -6%
DPIM
698
Duff & Phelps Investment Management
Illinois
$2.56M -$24.5K -960 -0.9%
FMWA
699
Forvis Mazars Wealth Advisors
Missouri
$2.52M +$14.2K +558 +0.6%
CCT
700
Capital City Trust
Florida
$2.51M -$6.5K -255 -0.3%
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