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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 %
OMCS
701
Old Mutual Customised Solutions
South Africa
$2.61M +$15.7K +600 +0.6%
CCT
702
Capital City Trust
Florida
$2.59M -$23.6K -900 -0.9%
WA
703
WFG Advisors
Texas
$2.59M +$41.5K +1,581 +2%
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$2.59M +$152K +5,799 +6%
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$2.58M -$16K -609 -0.6%
TYCC
706
Texas Yale Capital Corp
Florida
$2.58M +$21.6K +825 +0.8%
CC
707
ClearArc Capital
Ohio
$2.55M -$11.6K -444 -0.5%
PRC
708
Platte River Capital
Colorado
$2.55M -$866K -33,000 -25%
NEI
709
Northwest & Ethical Investments
Ontario, Canada
$2.54M +$174K +6,630 +7%
MCM
710
McMillion Capital Management
North Carolina
$2.53M -$81.4K -3,105 -3%
RMSCM
711
R.M. Sincerbeaux Capital Management
New York
$2.53M +$2.53M +96,600 New
MIS
712
Morningstar Investment Services
Illinois
$2.53M +$375K +14,295 +17%
PCA
713
Personal Capital Advisors
California
$2.5M +$2.5M +95,460 New
AF
714
Arrow Financial
New York
$2.49M -$715K -27,240 -22%
WFM
715
Wilmington Funds Management
Delaware
$2.47M -$275K -10,500 -10%
CIM
716
CenturyLink Investment Management
Colorado
$2.47M -$239K -9,117 -9%
WKA
717
Wilson Kemp & Associates
Michigan
$2.46M -$606K -23,088 -20%
BWAM
718
Boyd Watterson Asset Management
Ohio
$2.45M -$95.6K -3,645 -4%
Mirae Asset Global Investments
719
Mirae Asset Global Investments
South Korea
$2.43M +$461K +17,574 +23%
IT
720
Independence Trust
Tennessee
$2.41M – – –
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.41M +$176K +6,708 +8%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$2.4M +$25.3K +963 +1%
FBB
723
Fulton Breakefield Broenniman
Maryland
$2.4M +$66K +2,517 +3%
FA
724
FMA Advisory
Pennsylvania
$2.4M -$31.5K -1,200 -1%
LI
725
Longer Investments
Arkansas
$2.39M -$4.17K -159 -0.2%
27 28
29
30 31