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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 %
SI
851
SII Investments
Wisconsin
$1.4M -$126K -5,193 -8%
BGDI
852
BW Gestao de Investimentos
Brazil
$1.4M – – –
GIA
853
GHP Investment Advisors
Colorado
$1.39M -$535 -21 -0%
VAM
854
Visium Asset Management
New York
$1.38M +$1.07M +42,111 +345%
NRS
855
Neville Rodie & Shaw
New York
$1.38M -$153K -6,000 -10%
ACS
856
Archford Capital Strategies
Illinois
$1.38M +$1.38M +54,117 New
NJBEST
857
New Jersey Better Educational Savings Trust
New Jersey
$1.38M -$153K -6,000 -10%
OIA
858
Optimum Investment Advisors
Illinois
$1.38M -$15.7K -618 -1%
WA
859
WFG Advisors
Texas
$1.37M -$1.14M -44,874 -45%
RT
860
Reliance Trust
Georgia
$1.36M -$7.26K -285 -0.5%
RHDIC
861
R.H. Dinel Investment Counsel
California
$1.36M -$32.5K -1,275 -2%
EA
862
Emerald Advisers
Pennsylvania
$1.36M -$106K -4,143 -7%
GIM
863
Goelzer Investment Management
Indiana
$1.35M -$84.1K -3,300 -6%
RMAM
864
Raab & Moskowitz Asset Management
New Jersey
$1.35M -$210K -8,241 -13%
IMOV
865
Investment Management of Virginia
Virginia
$1.33M -$52.7K -2,070 -4%
CNC
866
Citizens & Northern Corp
Pennsylvania
$1.32M -$21.2K -834 -2%
MIM
867
Midwest Investment Management
Ohio
$1.32M -$61.1K -2,400 -4%
MIC
868
MU Investments Company
Japan
$1.31M -$190K -7,500 -13%
RMA
869
Roffman Miller Associates
Pennsylvania
$1.31M +$20K +783 +2%
FNBTCON
870
First National Bank & Trust Co of Newtown
Pennsylvania
$1.3M -$69.6K -2,733 -5%
CSUI
871
Cincinnati Specialty Underwriters Insurance
Ohio
$1.3M – – –
WC
872
Whitnell & Co
Illinois
$1.29M – – –
SAM
873
Sequent Asset Management
Texas
$1.28M -$30.6K -1,200 -2%
BFEC
874
Benjamin F. Edwards & Company
Missouri
$1.28M -$32.7K -1,284 -2%
CCG
875
Cypress Capital Group
Florida
$1.28M -$122K -4,800 -9%
33 34
35
36 37