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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 %
BA
801
Birinyi Associates
Connecticut
$1.74M -$19.7K -750 -1%
SCM
802
Shelton Capital Management
Colorado
$1.73M – – –
SGC
803
South Georgia Capital
Illinois
$1.73M +$1.73M +66,000 New
WSFS
804
Wilmington Savings Fund Society
Delaware
$1.73M -$38.8K -1,479 -2%
MNBTD
805
Moody National Bank Trust Division
Texas
$1.72M -$7.48K -285 -0.4%
MCM
806
Munder Capital Management
Michigan
$1.71M -$2.66M -101,355 -61%
GIP
807
Greatmark Investment Partners
Georgia
$1.71M +$442K +16,830 +35%
CDH
808
Charles D. Hyman
$1.7M +$52.7K +2,010 +3%
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$1.67M – – –
BHBT
810
Burke & Herbert Bank & Trust
Virginia
$1.66M – – –
OCM
811
Orleans Capital Management
Louisiana
$1.66M -$5.35K -204 -0.3%
BPM
812
Bowling Portfolio Management
Ohio
$1.65M -$42.3K -1,614 -2%
SCM
813
Schnieders Capital Management
California
$1.65M +$1.65M +62,910 New
SI
814
SII Investments
Wisconsin
$1.64M -$4.01K -153 -0.2%
DA
815
Dillon & Associates
Michigan
$1.63M – – –
RAM
816
Redmond Asset Management
Virginia
$1.63M -$70K -2,670 -4%
Mariner
817
Mariner
Kansas
$1.62M +$4.72K +180 +0.3%
AAM
818
Advisors Asset Management
Colorado
$1.61M -$32.8K -1,251 -2%
LPT
819
Legacy Private Trust
Wisconsin
$1.61M +$97.2K +3,705 +6%
RMAM
820
Raab & Moskowitz Asset Management
New Jersey
$1.6M +$1.6M +61,086 New
NIC
821
Northwest Investment Counselors
Oregon
$1.6M +$20.1K +765 +1%
PI
822
Pettee Investors
Connecticut
$1.58M +$1.58M +60,318 New
OIM
823
Orca Investment Management
Oregon
$1.58M +$1.58M +60,279 New
NRS
824
Neville Rodie & Shaw
New York
$1.58M -$1.97K -75 -0.1%
NJBEST
825
New Jersey Better Educational Savings Trust
New Jersey
$1.57M +$236K +9,000 +18%
31 32
33
34 35