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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 %
RHDIC
851
R.H. Dinel Investment Counsel
California
$1.43M +$1.43M +54,600 New
SHA
852
Smith Hayes Advisers
Nebraska
$1.43M +$9.44K +360 +0.7%
GIA
853
GHP Investment Advisors
Colorado
$1.43M -$7K -267 -0.5%
JIM
854
Jupiter Investment Management
United Kingdom
$1.42M -$3.18M -121,188 -69%
IMOV
855
Investment Management of Virginia
Virginia
$1.42M +$4.33K +165 +0.3%
MIM
856
Midwest Investment Management
Ohio
$1.42M – – –
LOCB
857
Lombard Odier & Cie (Bahamas)
Bahamas
$1.42M +$1.42M +54,000 New
FNBTCON
858
First National Bank & Trust Co of Newtown
Pennsylvania
$1.41M -$61.4K -2,340 -4%
RT
859
Reliance Trust
Georgia
$1.41M -$287K -10,953 -17%
ST
860
Smithfield Trust
Pennsylvania
$1.41M -$29.1K -1,110 -2%
CNC
861
Citizens & Northern Corp
Pennsylvania
$1.38M -$4.48K -171 -0.3%
PL
862
Plancorp LLC
Missouri
$1.38M +$1.38M +58,773 New
ST
863
Sentinel Trust
Texas
$1.38M +$476K +18,135 +53%
TCOO
864
Trust Company of Oklahoma
Oklahoma
$1.36M +$27.1K +1,035 +2%
CG
865
Clinton Group
New York
$1.36M +$1.36M +51,738 New
SAM
866
Sequent Asset Management
Texas
$1.35M – – –
BFEC
867
Benjamin F. Edwards & Company
Missouri
$1.35M +$40.1K +1,527 +3%
HTC
868
Haverford Trust Company
Pennsylvania
$1.34M +$441K +16,800 +49%
CSUI
869
Cincinnati Specialty Underwriters Insurance
Ohio
$1.34M – – –
WC
870
Whitnell & Co
Illinois
$1.33M -$78.7K -3,000 -6%
RMA
871
Roffman Miller Associates
Pennsylvania
$1.33M +$134K +5,109 +11%
ICAS
872
Investors Capital Advisory Services
Massachusetts
$1.32M +$23K +879 +2%
MIU
873
Man Investments (UK)
United Kingdom
$1.3M -$1.78M -67,851 -58%
DD
874
Dominick & Dominick
New York
$1.3M +$63K +2,400 +5%
DIS
875
Diversified Investment Strategies
Louisiana
$1.29M – – –
33 34
35
36 37