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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 %
BG
826
Bollard Group
Massachusetts
$1.57M +$780K +30,621 +99%
LPT
827
Legacy Private Trust
Wisconsin
$1.57M +$6.27K +246 +0.4%
LKIM
828
Lawson Kroeker Investment Management
Nebraska
$1.57M +$67.2K +2,637 +4%
RAM
829
Redmond Asset Management
Virginia
$1.56M -$22.9K -900 -1%
CIP
830
Convergence Investment Partners
Florida
$1.55M +$28.7K +1,128 +2%
NIC
831
Northwest Investment Counselors
Oregon
$1.54M -$15.7K -618 -1%
TRCT
832
Tower Research Capital (TRC)
New York
$1.54M +$1.34M +52,449 +661%
PI
833
Pettee Investors
Connecticut
$1.54M – – –
DA
834
Dillon & Associates
Michigan
$1.53M -$30.4K -1,200 -2%
MCM
835
Manchester Capital Management
Vermont
$1.53M +$45.9K +1,800 +3%
BO
836
BRR OpCo
Ohio
$1.53M +$85K +3,336 +6%
FGP
837
Foyston, Gordon, & Payne
Ontario, Canada
$1.53M – – –
SAM
838
Silvercrest Asset Management
New York
$1.51M +$330K +12,960 +28%
BC
839
Bartlett & Co
Ohio
$1.5M +$23.5K +924 +2%
OIM
840
Orca Investment Management
Oregon
$1.49M -$47.5K -1,866 -3%
SACTSONJ
841
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.47M – – –
WKA
842
Wilson Kemp & Associates
Michigan
$1.47M -$921K -36,150 -38%
SCA
843
SAC Capital Advisors
Connecticut
$1.47M +$536K +21,018 +57%
ICAS
844
Investors Capital Advisory Services
Massachusetts
$1.46M +$178K +6,984 +14%
JFL
845
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.46M +$10.2K +402 +0.7%
CIA
846
Capital Investment Advisors
Georgia
$1.45M -$6.65K -261 -0.5%
OCM
847
One Capital Management
California
$1.44M +$1.44M +56,526 New
SCM
848
Schnieders Capital Management
California
$1.43M -$171K -6,720 -11%
RC
849
Roundview Capital
New Jersey
$1.41M +$204K +8,001 +17%
BCM
850
Bluefin Capital Management
New York
$1.4M -$1.12M -45,057 -44%
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