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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 %
RHJA
901
Rice Hall James & Associates
California
$1.19M -$106K -4,050 -8%
BAM
902
Burgundy Asset Management
Ontario, Canada
$1.18M – – –
WIL
903
Winifred I. Li
$1.16M -$2.2K -84 -0.2%
SNBOSCI
904
Security National Bank of Sioux City Iowa
Iowa
$1.16M +$137K +5,235 +13%
PP
905
Patten & Patten
Tennessee
$1.15M -$9.05K -345 -0.8%
FDCC
906
Foster Dykema Cabot & Co
Massachusetts
$1.14M -$78.7K -3,000 -6%
PH
907
Pinnacle Holdings
Oklahoma
$1.13M -$123K -4,674 -10%
CCM
908
CrestPoint Capital Management
Missouri
$1.13M +$1.13M +43,050 New
AHB
909
Abner Herrman & Brock
New Jersey
$1.13M +$125K +4,800 +12%
IFS
910
Ifrah Financial Services
Arkansas
$1.13M -$9.91K -378 -0.9%
MPAM
911
Murphy Pohlad Asset Management
Minnesota
$1.12M – – –
BDF
912
Balasa Dinverno & Foltz
$1.12M -$56.2K -2,142 -5%
CIC
913
Crawford Investment Counsel
Georgia
$1.12M – – –
CR
914
Cooperatieve Rabobank
Netherlands
$1.12M +$103K +3,921 +10%
WAM
915
Weatherly Asset Management
California
$1.12M – – –
FMBTD
916
First Midwest Bank Trust Division
Illinois
$1.11M +$1.18K +45 +0.1%
PSI
917
Pinnacle Summer Investments
Virginia
$1.11M +$169K +6,450 +18%
MCWS
918
McKinley Carter Wealth Services
West Virginia
$1.1M +$861K +32,832 +366%
WA
919
Wheatland Advisors
Pennsylvania
$1.1M +$1.1M +41,754 New
PTC
920
Private Trust Company
Ohio
$1.09M +$19.8K +756 +2%
SMC
921
Smith, Moore & Co
Missouri
$1.09M +$1.09M +41,379 New
RGC
922
Roberts, Glore & Co
Illinois
$1.08M +$12.2K +465 +1%
PG
923
PEAK6 Group
Illinois
$1.08M +$1.08M +40,980 New
WMSA
924
Weiss Multi-Strategy Advisers
New York
$1.07M +$378K +14,400 +54%
SC
925
Savant Capital
Illinois
$1.06M +$124K +4,740 +13%
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