WMT icon

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 %
ISL
751
Ingalls & Snyder LLC
New York
$2.07M -$21.5K -843 -1%
FNBT
752
FineMark National Bank & Trust
Florida
$2.07M +$208K +8,148 +11%
FMB
753
Field & Main Bank
Kentucky
$2.06M +$67.1K +2,634 +3%
GA
754
Geneva Advisors
Illinois
$2.06M +$97.4K +3,825 +5%
WAM
755
Wood Asset Management
Florida
$2.05M +$2.05M +80,568 New
AAM
756
AR Asset Management
California
$2.05M – – –
MM
757
Midas Management
New York
$2.03M +$1.48M +58,200 +273%
HAI
758
Hennessy Advisors Inc
California
$2.02M +$2.02M +79,200 New
1832 Asset Management
759
1832 Asset Management
Ontario, Canada
$2.01M -$6.53M -256,356 -76%
GJIC
760
Gamble Jones Investment Counsel
California
$2M -$50.3K -1,974 -2%
WC
761
Whitney & Co
New York
$1.99M +$38.2K +1,500 +2%
WCA
762
Westover Capital Advisors
Delaware
$1.98M +$4.97K +195 +0.3%
RC
763
RBF Capital
California
$1.97M – – –
SFA
764
Sequoia Financial Advisors
Ohio
$1.97M +$16.3K +639 +0.8%
SKK
765
Shepherd Kaplan Krochuk
Massachusetts
$1.95M -$76.4K -3,000 -4%
Mackenzie Financial
766
Mackenzie Financial
Ontario, Canada
$1.95M +$437K +17,157 +29%
WAM
767
Wolverine Asset Management
Illinois
$1.94M -$1.18M -46,200 -38%
JC
768
Jacobs & Co
California
$1.93M -$76 -3 -0%
EHWM
769
Eads & Heald Wealth Management
Georgia
$1.93M -$1.45K -57 -0.1%
FMBTD
770
First Midwest Bank Trust Division
Illinois
$1.91M +$829K +32,541 +77%
IA
771
Icon Advisers
Colorado
$1.9M -$316K -12,420 -14%
ACM
772
Argentus Capital Management
Texas
$1.89M +$79.5K +3,120 +4%
MIC
773
Meridian Investment Counsel
California
$1.89M -$43.6K -1,710 -2%
NEI
774
Northwest & Ethical Investments
Ontario, Canada
$1.88M -$588K -23,073 -24%
CTA
775
Colonial Trust Advisors
South Carolina
$1.88M -$87.3K -3,426 -4%
29 30
31
32 33