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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 %
PGFC
701
Peapack-Gladstone Financial Corp
New Jersey
$2.5M -$271K -10,650 -10%
IC
702
InterOcean Capital
Illinois
$2.49M +$510K +20,037 +26%
TFA
703
Transamerica Financial Advisors
Florida
$2.48M +$994K +39,006 +67%
PRC
704
Platte River Capital
Colorado
$2.48M – – –
TYCC
705
Texas Yale Capital Corp
Florida
$2.47M -$28.7K -1,125 -1%
RMSCM
706
R.M. Sincerbeaux Capital Management
New York
$2.45M -$7.64K -300 -0.3%
SC
707
Sculptor Capital
New York
$2.45M -$10.6M -417,444 -81%
AIP
708
Ameritas Investment Partners
Nebraska
$2.44M -$152K -5,973 -6%
MCM
709
McMillion Capital Management
North Carolina
$2.43M -$29.8K -1,170 -1%
IT
710
Independence Trust
Tennessee
$2.42M +$81K +3,180 +3%
WFM
711
Wilmington Funds Management
Delaware
$2.4M – – –
AF
712
Arrow Financial
New York
$2.39M -$31K -1,215 -1%
FBB
713
Fulton Breakefield Broenniman
Maryland
$2.38M +$49.1K +1,929 +2%
UCFA
714
United Capital Financial Advisors
Texas
$2.38M -$184K -7,239 -7%
FNB
715
First Niagara Bank
New York
$2.37M +$340K +13,332 +17%
BWAM
716
Boyd Watterson Asset Management
Ohio
$2.35M -$26.8K -1,050 -1%
FA
717
FMA Advisory
Pennsylvania
$2.34M +$17.9K +702 +0.8%
Fuller & Thaler Asset Management
718
Fuller & Thaler Asset Management
California
$2.34M +$160K +6,300 +7%
PAG
719
Private Advisor Group
New Jersey
$2.33M +$569K +22,326 +32%
Mirae Asset Global Investments
720
Mirae Asset Global Investments
South Korea
$2.33M -$35.1K -1,380 -1%
Twin Tree Management
721
Twin Tree Management
Texas
$2.32M +$2.24M +87,828 +2,654%
ST
722
Sentinel Trust
Texas
$2.32M +$983K +38,565 +74%
CI
723
Constellation Investments
Ohio
$2.32M +$45.9K +1,800 +2%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$2.3M -$31.6K -1,239 -1%
GIM
725
Groesbeck Investment Management
New Jersey
$2.3M -$1.76M -69,051 -43%
27 28
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