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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 %
RHJA
901
Rice Hall James & Associates
California
$1.15M – – –
BAM
902
Burgundy Asset Management
Ontario, Canada
$1.15M – – –
FA
903
FDx Advisors
Illinois
$1.15M +$469K +18,414 +69%
CIM
904
CIM Investment Management
Pennsylvania
$1.15M -$26.9K -1,056 -2%
BDF
905
Balasa Dinverno & Foltz
$1.14M +$47.3K +1,857 +4%
BTNA
906
Bremer Trust National Association
Minnesota
$1.13M -$41.1K -1,614 -4%
WIL
907
Winifred I. Li
$1.12M -$10.2K -402 -0.9%
DAS
908
Dynamic Advisor Solutions
Arizona
$1.12M +$555K +21,807 +99%
CR
909
Cooperatieve Rabobank
Netherlands
$1.11M +$26.2K +1,029 +2%
FDCC
910
Foster Dykema Cabot & Co
Massachusetts
$1.1M -$3.06K -120 -0.3%
PSI
911
Pinnacle Summer Investments
Virginia
$1.1M -$19.2K -723 -2%
MFS
912
MSI Financial Services
Massachusetts
$1.1M +$73.4K +2,883 +7%
PP
913
Patten & Patten
Tennessee
$1.09M -$22.6K -885 -2%
GLA
914
Great Lakes Advisors
Illinois
$1.09M +$85K +3,336 +8%
MPAM
915
Murphy Pohlad Asset Management
Minnesota
$1.09M – – –
CIC
916
Crawford Investment Counsel
Georgia
$1.09M +$2.29K +90 +0.2%
FM
917
Forward Management
California
$1.08M +$60.4K +2,373 +6%
IFS
918
Ifrah Financial Services
Arkansas
$1.07M -$20.4K -801 -2%
CGI
919
Caerus Global Investors
New York
$1.07M +$1.07M +42,000 New
WA
920
Wheatland Advisors
Pennsylvania
$1.06M – – –
IB
921
Intrust Bank
Kansas
$1.06M +$239K +9,369 +29%
RIM
922
Regent Investment Management
Kentucky
$1.06M +$45.8K +1,800 +5%
WAM
923
Weatherly Asset Management
California
$1.05M -$39.1K -1,533 -4%
RGC
924
Roberts, Glore & Co
Illinois
$1.04M -$9.56K -375 -0.9%
LIM
925
Leavell Investment Management
Alabama
$1.04M +$12K +471 +1%
35 36
37
38 39