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 %
CBU
776
CIBC Bank USA
Illinois
$1.87M -$337K -13,245 -15%
SC
777
SouthState Corp
Florida
$1.87M -$13.1K -513 -0.7%
GA
778
GFS Advisors
Texas
$1.87M – – –
PFM
779
PacWest Financial Management
Arizona
$1.86M +$48.9K +1,920 +3%
PHIMC
780
Private Harbour Investment Management & Counsel
Ohio
$1.86M -$19.1K -750 -1%
FWIA
781
Fort Washington Investment Advisors
Ohio
$1.85M -$99.4K -3,900 -5%
AAM
782
Advisors Asset Management
Colorado
$1.85M +$288K +11,319 +18%
HT
783
HAP Trading
New York
$1.84M -$4.9M -192,345 -73%
FBT
784
First Bankers Trust
Kentucky
$1.83M -$7.65K -300 -0.4%
BSPF
785
British Steel Pension Fund
United Kingdom
$1.82M -$2.59M -101,493 -59%
MIM
786
Miller Investment Management
Pennsylvania
$1.81M – – –
SSB
787
Sandy Spring Bank
Maryland
$1.79M +$4.51K +177 +0.3%
BFM
788
Boston Financial Management
Massachusetts
$1.79M -$222K -8,724 -11%
MWR
789
McAdams Wright Ragen
Washington
$1.79M -$8.25K -324 -0.5%
ABP
790
Arthur B. Page
$1.79M -$47.8K -1,875 -3%
BAM
791
Berkshire Asset Management
Pennsylvania
$1.77M +$5.2K +204 +0.3%
LJAC
792
L.J. Altfest & Co
New York
$1.77M -$19.7K -774 -1%
CCA
793
Checchi Capital Advisers
California
$1.75M +$780K +30,609 +80%
SCM
794
Shelton Capital Management
Colorado
$1.75M +$68.8K +2,700 +4%
ANRIA
795
American National Registered Investment Advisor
Texas
$1.75M -$34.4K -1,350 -2%
WAM
796
Wilsey Asset Management
California
$1.74M – – –
DBIA
797
Dumont & Blake Investment Advisors
New Jersey
$1.74M -$31K -1,215 -2%
PWW
798
Pettyjohn Wood & White
Virginia
$1.73M +$1.73M +67,899 New
EP
799
Edgestream Partners
New Jersey
$1.73M +$1.18M +46,155 +214%
SYBT
800
Stock Yards Bank & Trust
Kentucky
$1.73M +$215K +8,442 +14%
30 31
32
33 34