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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 %
VFS
776
VSR Financial Services
Kansas
$1.9M +$82.7K +3,153 +5%
ABP
777
Arthur B. Page
$1.89M +$1.89M +72,000 New
FBT
778
First Bankers Trust
Kentucky
$1.89M +$167K +6,375 +10%
MIM
779
Miller Investment Management
Pennsylvania
$1.87M – – –
ACM
780
Argentus Capital Management
Texas
$1.87M +$127K +4,833 +7%
BIM
781
Bridges Investment Management
Nebraska
$1.85M -$52.6K -2,004 -3%
MWR
782
McAdams Wright Ragen
Washington
$1.85M +$330K +12,597 +22%
BEAM
783
Baker Ellis Asset Management
Washington
$1.84M +$3.93K +150 +0.2%
SSB
784
Sandy Spring Bank
Maryland
$1.84M -$109K -4,167 -6%
LJAC
785
L.J. Altfest & Co
New York
$1.84M +$1.84M +70,098 New
GGPS
786
Gary Goldberg Planning Services
New York
$1.83M +$29.7K +1,131 +2%
BS
787
Bessemer Securities
New York
$1.83M +$1.83M +69,900 New
ANRIA
788
American National Registered Investment Advisor
Texas
$1.83M -$7.48K -285 -0.4%
DBIA
789
Dumont & Blake Investment Advisors
New Jersey
$1.82M -$178K -6,798 -9%
BAM
790
Berkshire Asset Management
Pennsylvania
$1.82M +$224K +8,529 +14%
PAG
791
Private Advisor Group
New Jersey
$1.81M +$1.81M +69,153 New
HP
792
HT Partners
Connecticut
$1.79M – – –
CBB
793
Citizens Business Bank
California
$1.79M +$259K +9,858 +17%
TBNY
794
Trustco Bank (New York)
New York
$1.78M -$118K -4,500 -6%
ACI
795
Alpha Cubed Investments
California
$1.78M +$1.78M +67,890 New
FWCM
796
Ferguson Wellman Capital Management
Oregon
$1.78M -$44.5K -1,695 -2%
GRQ
797
Gardner Russo & Quinn
Pennsylvania
$1.77M -$3.93K -150 -0.2%
WAM
798
Wilsey Asset Management
California
$1.77M +$1.77M +68,346 New
Rafferty Asset Management
799
Rafferty Asset Management
New York
$1.74M +$951K +36,270 +120%
AIM
800
Aspen Investment Management
Michigan
$1.74M -$23.2K -885 -1%
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