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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 %
JFGIW
726
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M -$47.5K -1,863 -2%
FMC
727
First Merchants Corp
Indiana
$2.28M -$2.06K -81 -0.1%
BCM
728
Brookstone Capital Management
Illinois
$2.28M -$36.8K -1,443 -2%
WTIM
729
Wilmington Trust Investment Management
Delaware
$2.28M +$222K +8,700 +11%
FBNAT
730
FirstMerit Bank N.A. Trustee
Ohio
$2.27M +$115K +4,524 +5%
NPC
731
National Planning Corporation
California
$2.26M -$25.5K -993 -1%
HR
732
Howe & Rusling
New York
$2.24M +$246K +9,636 +12%
BIM
733
Bridges Investment Management
Nebraska
$2.22M +$419K +16,440 +23%
ECM
734
Everence Capital Management
Indiana
$2.21M – – –
RG
735
Rathbones Group
United Kingdom
$2.2M +$55.7K +2,187 +3%
DIA
736
Denver Investment Advisors
Colorado
$2.2M -$919K -36,057 -29%
CC
737
Columbia Capital
California
$2.19M +$13K +513 +0.6%
MIU
738
Man Investments (UK)
United Kingdom
$2.18M +$918K +36,036 +73%
CIM
739
CenturyLink Investment Management
Colorado
$2.18M -$212K -8,334 -9%
KJHP
740
K.J. Harrison & Partners
Ontario, Canada
$2.17M – – –
GGPS
741
Gary Goldberg Planning Services
New York
$2.17M +$387K +15,195 +22%
HCC
742
Hirtle Callaghan & Co
Pennsylvania
$2.16M -$15.4K -600 -0.7%
VFS
743
VSR Financial Services
Kansas
$2.16M +$318K +12,468 +17%
B
744
BancorpSouth
Mississippi
$2.16M +$124K +4,854 +6%
FPTW
745
Franklin, Parlapiano, Turner & Welch
Texas
$2.1M -$33.9K -1,329 -2%
GIM
746
Greylin Investment Management
Virginia
$2.1M -$7.64K -300 -0.4%
AssetMark Inc
747
AssetMark Inc
California
$2.09M +$2.09M +82,059 New
EAM
748
EULAV Asset Management
Florida
$2.09M – – –
Fiera Capital (Canada)
749
Fiera Capital (Canada)
Quebec, Canada
$2.08M +$99.7K +3,912 +5%
SFT
750
Simmons First Trust
Arkansas
$2.07M -$159K -6,243 -7%
28 29
30
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