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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 %
FNB
751
First Niagara Bank
New York
$2.09M -$25.9K -987 -1%
SCM
752
Sterling Capital Management
North Carolina
$2.09M +$134K +5,118 +7%
BFM
753
Boston Financial Management
Massachusetts
$2.07M -$6.06K -231 -0.3%
HR
754
Howe & Rusling
New York
$2.05M +$505K +19,263 +33%
FMB
755
Field & Main Bank
Kentucky
$2.05M +$2.05M +78,126 New
IC
756
InterOcean Capital
Illinois
$2.04M -$197K -7,500 -9%
Fiera Capital (Canada)
757
Fiera Capital (Canada)
Quebec, Canada
$2.04M +$551K +21,015 +37%
WCA
758
Westover Capital Advisors
Delaware
$2.04M -$14.5K -552 -0.7%
RC
759
RBF Capital
California
$2.03M +$58.2K +2,220 +3%
CTA
760
Colonial Trust Advisors
South Carolina
$2.02M -$15.7K -600 -0.8%
GA
761
Geneva Advisors
Illinois
$2.02M +$11K +420 +0.5%
WC
762
Whitney & Co
New York
$2.01M +$37.4K +1,425 +2%
ICOA
763
Investment Centers of America
North Dakota
$2.01M -$627K -25,305 -24%
FWIA
764
Fort Washington Investment Advisors
Ohio
$2.01M -$78.7K -3,000 -4%
SFA
765
Sequoia Financial Advisors
Ohio
$2.01M +$2.01M +76,491 New
JC
766
Jacobs & Co
California
$1.99M -$13.7K -522 -0.7%
MIC
767
Meridian Investment Counsel
California
$1.99M +$1.99M +75,690 New
EHWM
768
Eads & Heald Wealth Management
Georgia
$1.98M +$17.6K +672 +0.9%
LMAM
769
Legg Mason Asset Management
Japan
$1.98M -$362K -13,800 -15%
CB
770
Chemical Bank
Michigan
$1.97M +$45.2K +1,725 +2%
SC
771
SouthState Corp
Florida
$1.94M +$3.46K +132 +0.2%
PHIMC
772
Private Harbour Investment Management & Counsel
Ohio
$1.93M +$70.8K +2,700 +4%
Envestnet Asset Management
773
Envestnet Asset Management
Illinois
$1.93M -$26.1K -996 -1%
GA
774
GFS Advisors
Texas
$1.92M – – –
FNBT
775
FineMark National Bank & Trust
Florida
$1.92M +$62.9K +2,400 +3%
29 30
31
32 33