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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 %
FGP
826
Foyston, Gordon, & Payne
Ontario, Canada
$1.57M – – –
CIP
827
Convergence Investment Partners
Florida
$1.56M +$76.3K +2,910 +5%
SYBT
828
Stock Yards Bank & Trust
Kentucky
$1.56M +$27K +1,029 +2%
Mackenzie Financial
829
Mackenzie Financial
Ontario, Canada
$1.56M +$57.3K +2,184 +4%
MIC
830
MU Investments Company
Japan
$1.55M -$5.49K -210 -0.4%
LKIM
831
Lawson Kroeker Investment Management
Nebraska
$1.54M -$43.3K -1,650 -3%
VIA
832
Vantage Investment Advisors
Pennsylvania
$1.54M +$1.54M +59,118 New
MCM
833
Manchester Capital Management
Vermont
$1.53M -$6.29K -240 -0.4%
CHC
834
City Holding Co
West Virginia
$1.53M +$1.53M +58,347 New
TFA
835
Transamerica Financial Advisors
Florida
$1.53M +$246K +9,366 +19%
BC
836
Bartlett & Co
Ohio
$1.52M -$61.8K -2,355 -4%
CA
837
Cetera Advisors
Colorado
$1.52M +$172K +6,534 +13%
SACTSONJ
838
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M – – –
EA
839
Emerald Advisers
Pennsylvania
$1.51M – – –
CIA
840
Capital Investment Advisors
Georgia
$1.5M +$1.5M +57,297 New
PAMG
841
Patton Albertson Miller Group
Tennessee
$1.5M +$54.3K +2,070 +4%
BT
842
Bankers Trust
Iowa
$1.5M +$25.7K +981 +2%
ID
843
Integral Derivatives
New York
$1.5M +$1.5M +56,979 New
JFL
844
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.49M +$172K +6,558 +13%
BO
845
BRR OpCo
Ohio
$1.48M -$9.2K -351 -0.6%
ANB
846
Amarillo National Bank
Texas
$1.48M -$348K -13,269 -19%
GIM
847
Goelzer Investment Management
Indiana
$1.48M – – –
CCG
848
Cypress Capital Group
Florida
$1.44M – – –
BGDI
849
BW Gestao de Investimentos
Brazil
$1.44M +$1.44M +54,795 New
OIA
850
Optimum Investment Advisors
Illinois
$1.43M -$16.8K -642 -1%
32 33
34
35 36