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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 %
WS
926
Wedbush Securities
California
$1.04M +$12.4K +486 +1%
PG
927
Proffitt & Goodson
Tennessee
$1.03M +$19K +747 +2%
MPIA
928
Mountain Pacific Investment Advisers
Idaho
$1.03M +$6.96K +273 +0.7%
FBT
929
Founders Bank & Trust
Michigan
$1.02M +$77K +3,024 +8%
CC
930
Cognios Capital
Kansas
$1.02M +$7.49K +294 +0.7%
Envestnet Asset Management
931
Envestnet Asset Management
Illinois
$1.01M -$858K -33,669 -46%
DAC
932
Dividend Assets Capital
South Carolina
$1M -$205K -8,049 -17%
G
933
GlobalBridge
Minnesota
$997K +$6.81K +267 +0.7%
SJIM
934
St. Johns Investment Management
Florida
$996K +$996K +39,075 New
CNBT
935
Canandaigua National Bank & Trust
New York
$987K -$215K -8,433 -18%
AI
936
Atria Investments
North Carolina
$982K +$277K +10,863 +39%
MPM
937
Meritage Portfolio Management
Kansas
$971K -$1.91K -75 -0.2%
WPP
938
Whalerock Point Partners
Rhode Island
$964K -$19.1K -750 -2%
RBC
939
Ronald Blue & Co
Georgia
$961K +$10K +393 +1%
PAM
940
Palisade Asset Management
Minnesota
$959K – – –
FCB
941
First Citizens Bancorporation
South Carolina
$957K -$14.1K -555 -1%
NIM
942
Northeast Investment Management
Massachusetts
$956K -$22.7K -891 -2%
GIS
943
Guardian Investor Services
New York
$954K -$43.5K -1,707 -4%
BSW
944
Buckingham Strategic Wealth
Missouri
$952K -$26.4K -1,035 -3%
NGA
945
Naples Global Advisors
Florida
$949K +$459 +18 +0%
MIM
946
Montgomery Investment Management
Maryland
$935K – – –
NA
947
Navellier & Associates
Nevada
$927K -$37.5K -1,473 -4%
HTC
948
Haverford Trust Company
Pennsylvania
$926K -$379K -14,880 -29%
SC
949
Savant Capital
Illinois
$925K -$108K -4,230 -10%
FAAM
950
First Allied Asset Management
California
$925K +$925K +36,180 New
36 37
38
39 40