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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 %
CCA
951
Checchi Capital Advisers
California
$1M +$1M +38,148 New
IAM
952
ICM Asset Management
Washington
$1M -$8.66K -330 -0.9%
FCB
953
First Citizens Bancorporation
South Carolina
$999K -$48.7K -1,860 -5%
NA
954
Navellier & Associates
Nevada
$993K +$163K +6,213 +20%
PAM
955
Palisade Asset Management
Minnesota
$987K – – –
RBC
956
Ronald Blue & Co
Georgia
$979K +$33.6K +1,281 +4%
NGA
957
Naples Global Advisors
Florida
$976K +$976K +37,227 New
EB
958
Eastern Bank
Massachusetts
$974K +$38.2K +1,455 +4%
SCA
959
SAC Capital Advisors
Connecticut
$964K -$940K -35,841 -49%
MIM
960
Montgomery Investment Management
Maryland
$963K -$174K -6,621 -15%
KIA
961
KCM Investment Advisors
California
$953K -$15.7K -600 -2%
NAM
962
North American Management
Massachusetts
$940K +$940K +35,835 New
CC
963
Cadinha & Co
Hawaii
$936K -$543K -20,700 -37%
CCG
964
Chatham Capital Group
Georgia
$929K – – –
DCM
965
Dynamic Capital Management
Jersey
$923K +$490K +18,684 +113%
IHL
966
Investment House LLC
California
$913K -$35.7K -1,359 -4%
FBT
967
Founders Bank & Trust
Michigan
$903K -$16.6K -684 -2%
SNBOSD
968
Security National Bank of So Dak
Iowa
$902K +$22.4K +855 +3%
RC
969
Riversville Capital
Connecticut
$892K +$12.2K +465 +1%
MPI
970
Mairs & Power Inc
Minnesota
$886K +$8.19K +312 +0.9%
ICRM
971
Insight Capital Research & Management
California
$871K -$576K -21,975 -40%
TIA
972
Trust Investment Advisors
Indiana
$868K +$868K +33,090 New
TCM
973
Texan Capital Management
Texas
$862K +$269K +10,260 +45%
NBC
974
Neuberger Berman Canada
Ontario, Canada
$860K +$153K +5,850 +22%
SBWM
975
Sunflower Bank Wealth Management
Arizona
$858K -$3.93K -150 -0.5%
37 38
39
40 41