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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 %
BFG
876
Beacon Financial Group
Texas
$1.26M +$20.4K +804 +2%
DIS
877
Diversified Investment Strategies
Louisiana
$1.26M – – –
TCOO
878
Trust Company of Oklahoma
Oklahoma
$1.25M -$71.4K -2,802 -5%
GGI
879
Godsey & Gibb Inc
Virginia
$1.25M – – –
FSC
880
Fiduciary Services Corp
Georgia
$1.25M +$229K +8,973 +22%
FAG
881
Financial Advisory Group
Texas
$1.24M +$23.6K +927 +2%
WA
882
WBH Advisory
Maryland
$1.24M +$414K +16,254 +50%
PH
883
Pinnacle Holdings
Oklahoma
$1.23M +$131K +5,151 +12%
ANB
884
Amarillo National Bank
Texas
$1.22M -$216K -8,460 -15%
CA
885
Cetera Advisors
Colorado
$1.22M -$249K -9,816 -17%
AP
886
Advisor Partners
California
$1.22M +$3.13K +123 +0.3%
MC
887
Moors & Cabot
Massachusetts
$1.21M +$1.21M +47,349 New
DD
888
Dominick & Dominick
New York
$1.2M -$57.2K -2,244 -5%
PCM
889
Parsons Capital Management
Rhode Island
$1.2M +$1.07K +42 +0.1%
BSWMG
890
Barrington Strategic Wealth Management Group
Illinois
$1.2M -$10.3K -405 -0.9%
SNBOSCI
891
Security National Bank of Sioux City Iowa
Iowa
$1.2M +$69.3K +2,721 +6%
DSC
892
Duncker Streett & Co
Missouri
$1.2M -$30.6K -1,200 -2%
FCFC
893
First Commonwealth Financial Corp
Pennsylvania
$1.19M -$58.5K -2,295 -5%
Citadel Advisors
894
Citadel Advisors
Florida
$1.18M -$1.44M -56,448 -55%
WCM
895
Wunderlich Capital Managemnt
Tennessee
$1.18M +$23K +900 +2%
BFC
896
Blue Fin Capital
Rhode Island
$1.18M -$43.9K -1,725 -4%
WRM
897
Westport Resources Management
Connecticut
$1.18M – – –
ST
898
Smithfield Trust
Pennsylvania
$1.18M -$189K -7,419 -14%
LWM
899
LBA Wealth Management
Florida
$1.17M -$3.97K -156 -0.3%
TCOV
900
Trust Company of Vermont
Vermont
$1.16M -$31.9K -1,251 -3%
34 35
36
37 38