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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 %
KJHP
726
K.J. Harrison & Partners
Ontario, Canada
$2.39M – – –
BCM
727
Brookstone Capital Management
Illinois
$2.39M +$2.39M +90,912 New
FMC
728
First Merchants Corp
Indiana
$2.35M +$200K +7,641 +9%
CI
729
Constellation Investments
Ohio
$2.34M +$157K +6,000 +7%
NPC
730
National Planning Corporation
California
$2.33M -$20.2K -768 -0.9%
SFT
731
Simmons First Trust
Arkansas
$2.3M +$375K +14,301 +20%
TWI
732
Thomas White International
Illinois
$2.29M -$1.5M -57,300 -40%
IA
733
Icon Advisers
Colorado
$2.29M -$850K -32,400 -27%
ECM
734
Everence Capital Management
Indiana
$2.28M – – –
CBU
735
CIBC Bank USA
Illinois
$2.28M +$9.76K +372 +0.4%
CC
736
Columbia Capital
California
$2.25M – – –
HCC
737
Hirtle Callaghan & Co
Pennsylvania
$2.24M – – –
Fuller & Thaler Asset Management
738
Fuller & Thaler Asset Management
California
$2.24M +$94.4K +3,600 +4%
FBNAT
739
FirstMerit Bank N.A. Trustee
Ohio
$2.22M -$997K -38,034 -31%
RG
740
Rathbones Group
United Kingdom
$2.21M +$25.7K +978 +1%
FPTW
741
Franklin, Parlapiano, Turner & Welch
Texas
$2.2M +$106K +4,056 +5%
GIM
742
Greylin Investment Management
Virginia
$2.17M -$618K -23,556 -22%
ISL
743
Ingalls & Snyder LLC
New York
$2.15M -$37.2K -1,419 -2%
EAM
744
EULAV Asset Management
Florida
$2.15M – – –
DA
745
Denali Advisors
California
$2.13M -$220K -8,400 -9%
WTIM
746
Wilmington Trust Investment Management
Delaware
$2.12M -$142K -5,400 -6%
GJIC
747
Gamble Jones Investment Counsel
California
$2.11M -$94.2K -3,591 -4%
AAM
748
AR Asset Management
California
$2.11M – – –
B
749
BancorpSouth
Mississippi
$2.1M +$161K +6,123 +8%
SKK
750
Shepherd Kaplan Krochuk
Massachusetts
$2.09M -$206K -7,866 -9%
28 29
30
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