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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 %
TBNY
801
Trustco Bank (New York)
New York
$1.71M -$22.9K -900 -1%
BEAM
802
Baker Ellis Asset Management
Washington
$1.7M -$96.7K -3,795 -5%
AIM
803
Aspen Investment Management
Michigan
$1.69M – – –
SGC
804
South Georgia Capital
Illinois
$1.68M – – –
Mariner
805
Mariner
Kansas
$1.67M +$102K +4,005 +6%
MCM
806
Munder Capital Management
Michigan
$1.67M +$1.91K +75 +0.1%
JG
807
Jefferies Group
New York
$1.66M +$1.27M +49,653 +318%
BT
808
Bankers Trust
Iowa
$1.65M +$197K +7,737 +14%
FWCM
809
Ferguson Wellman Capital Management
Oregon
$1.65M -$76.4K -3,000 -4%
BA
810
Birinyi Associates
Connecticut
$1.65M -$38.2K -1,500 -2%
MNBTD
811
Moody National Bank Trust Division
Texas
$1.64M -$34.4K -1,350 -2%
GIP
812
Greatmark Investment Partners
Georgia
$1.63M -$36.3K -1,425 -2%
CCM
813
CrestPoint Capital Management
Missouri
$1.62M +$527K +20,700 +48%
CB
814
Chemical Bank
Michigan
$1.62M -$292K -11,478 -15%
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$1.62M – – –
CHC
816
City Holding Co
West Virginia
$1.61M +$128K +5,025 +9%
OCM
817
Orleans Capital Management
Louisiana
$1.61M +$4.89K +192 +0.3%
VIA
818
Vantage Investment Advisors
Pennsylvania
$1.61M +$107K +4,185 +7%
GRQ
819
Gardner Russo & Quinn
Pennsylvania
$1.61M -$115K -4,500 -7%
WSFS
820
Wilmington Savings Fund Society
Delaware
$1.6M -$84K -3,297 -5%
PL
821
Plancorp LLC
Missouri
$1.59M +$93.5K +3,666 +6%
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$1.58M -$31.1K -1,221 -2%
CDH
823
Charles D. Hyman
$1.58M -$76.4K -3,000 -5%
BPM
824
Bowling Portfolio Management
Ohio
$1.58M -$27.3K -1,071 -2%
PAMG
825
Patton Albertson Miller Group
Tennessee
$1.58M +$119K +4,662 +8%
31 32
33
34 35