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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 %
LIM
926
Leavell Investment Management
Alabama
$1.06M +$39.4K +1,500 +4%
MFS
927
MSI Financial Services
Massachusetts
$1.06M +$104K +3,975 +11%
BT
928
Beacon Trust
New Jersey
$1.06M -$64.9K -2,475 -6%
MCM
929
Maryland Capital Management
Maryland
$1.06M +$3.15K +120 +0.3%
WS
930
Wedbush Securities
California
$1.05M -$35.1K -1,338 -3%
FM
931
Forward Management
California
$1.05M -$944 -36 -0.1%
MPIA
932
Mountain Pacific Investment Advisers
Idaho
$1.05M +$119K +4,530 +13%
FSC
933
Fiduciary Services Corp
Georgia
$1.05M -$3.15K -120 -0.3%
RCAG
934
Rehmann Capital Advisory Group
Michigan
$1.05M -$3.93K -150 -0.4%
LAM
935
Lingohr Asset Management
Germany
$1.04M – – –
CC
936
Cognios Capital
Kansas
$1.04M +$1.04M +39,765 New
RIM
937
Regent Investment Management
Kentucky
$1.04M -$19.3K -735 -2%
PG
938
Proffitt & Goodson
Tennessee
$1.04M +$20.9K +798 +2%
GLA
939
Great Lakes Advisors
Illinois
$1.04M -$406K -15,492 -28%
CPS
940
Counsel Portfolio Services
Ontario, Canada
$1.03M +$118K +4,500 +13%
GIS
941
Guardian Investor Services
New York
$1.03M -$6.38K -243 -0.6%
AW
942
ACG Wealth
Georgia
$1.02M -$980K -37,380 -49%
NCM
943
Narwhal Capital Management
Georgia
$1.02M -$78.7K -3,000 -7%
G
944
GlobalBridge
Minnesota
$1.02M -$73.6K -2,805 -7%
WPP
945
Whalerock Point Partners
Rhode Island
$1.01M +$1.01M +38,616 New
JWA
946
JFS Wealth Advisors
Pennsylvania
$1.01M +$74.6K +2,844 +8%
IWC
947
Integrated Wealth Counsel
California
$1.01M -$37K -1,410 -4%
NIM
948
Northeast Investment Management
Massachusetts
$1.01M +$23.2K +885 +2%
BSW
949
Buckingham Strategic Wealth
Missouri
$1.01M +$13.3K +507 +1%
MPM
950
Meritage Portfolio Management
Kansas
$1M +$1.89K +72 +0.2%
36 37
38
39 40