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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 %
BFG
876
Beacon Financial Group
Texas
$1.29M +$261K +9,954 +25%
FCFC
877
First Commonwealth Financial Corp
Pennsylvania
$1.29M -$18.9K -720 -1%
GGI
878
Godsey & Gibb Inc
Virginia
$1.28M – – –
IIM
879
Intact Investment Management
Quebec, Canada
$1.28M -$86.5K -3,300 -6%
DSC
880
Duncker Streett & Co
Missouri
$1.26M +$92.8K +3,540 +8%
ECM
881
Endex Capital Management
Kansas
$1.26M – – –
BFC
882
Blue Fin Capital
Rhode Island
$1.26M +$1.26M +48,006 New
WI
883
Wafra Inc
New York
$1.26M +$189K +7,200 +18%
SGH
884
Schonfeld Group Holdings
New York
$1.25M +$1.25M +47,748 New
AP
885
Advisor Partners
California
$1.25M +$190K +7,242 +18%
FAG
886
Financial Advisory Group
Texas
$1.25M +$391K +14,898 +45%
DAC
887
Dividend Assets Capital
South Carolina
$1.25M -$468K -17,850 -27%
BSWMG
888
Barrington Strategic Wealth Management Group
Illinois
$1.24M +$69.3K +2,640 +6%
SIM
889
SSI Investment Management
California
$1.24M -$247K -9,411 -17%
RC
890
Roundview Capital
New Jersey
$1.24M -$27.5K -1,050 -2%
CNBT
891
Canandaigua National Bank & Trust
New York
$1.24M +$64.1K +2,445 +5%
PCM
892
Parsons Capital Management
Rhode Island
$1.24M +$24.4K +930 +2%
ASC
893
Atalanta Sosnoff Capital
New York
$1.23M +$337K +12,861 +38%
TCOV
894
Trust Company of Vermont
Vermont
$1.23M +$3.78K +144 +0.3%
WRM
895
Westport Resources Management
Connecticut
$1.21M -$210K -8,025 -15%
SAM
896
Silvercrest Asset Management
New York
$1.21M -$24.7K -942 -2%
BTNA
897
Bremer Trust National Association
Minnesota
$1.21M -$7.24K -276 -0.6%
CIM
898
CIM Investment Management
Pennsylvania
$1.21M +$81.1K +3,090 +7%
LWM
899
LBA Wealth Management
Florida
$1.2M +$1.2M +45,900 New
WCM
900
Wunderlich Capital Managemnt
Tennessee
$1.19M +$1.19M +45,345 New
34 35
36
37 38