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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 %
AW
951
ACG Wealth
Georgia
$923K -$70K -2,748 -7%
KIA
952
KCM Investment Advisors
California
$923K -$3.44K -135 -0.4%
PTC
953
Private Trust Company
Ohio
$920K -$140K -5,496 -13%
BT
954
Beacon Trust
New Jersey
$920K -$107K -4,185 -10%
EB
955
Eastern Bank
Massachusetts
$910K -$36K -1,413 -4%
CC
956
Cadinha & Co
Hawaii
$910K – – –
SMC
957
Smith, Moore & Co
Missouri
$904K -$150K -5,904 -14%
EFS
958
Essex Financial Services
Connecticut
$899K +$87.2K +3,423 +11%
SNBOSD
959
Security National Bank of So Dak
Iowa
$893K +$16.3K +639 +2%
MCM
960
Maryland Capital Management
Maryland
$874K -$153K -6,000 -15%
ASN
961
Advisory Services Network
Georgia
$872K +$80.5K +3,159 +10%
IHL
962
Investment House LLC
California
$869K -$17K -666 -2%
PAI
963
Pittenger & Anderson Inc
Nebraska
$869K +$125K +4,920 +17%
LW
964
Linscomb Wealth
Texas
$857K +$149K +5,868 +21%
RCAG
965
Rehmann Capital Advisory Group
Michigan
$852K -$164K -6,426 -16%
CCG
966
Chatham Capital Group
Georgia
$848K -$53.5K -2,100 -6%
MPI
967
Mairs & Power Inc
Minnesota
$845K -$15.3K -600 -2%
IWC
968
Integrated Wealth Counsel
California
$844K -$136K -5,340 -14%
TCM
969
Texan Capital Management
Texas
$838K – – –
ARMT
970
Amica Retiree Medical Trust
Rhode Island
$831K – – –
WP
971
WMS Partners
Maryland
$825K +$276K +10,836 +50%
CCFCSB
972
Cape Cod Five Cents Savings Bank
Massachusetts
$823K +$105K +4,125 +15%
SBWM
973
Sunflower Bank Wealth Management
Arizona
$818K -$15.7K -615 -2%
WB
974
Webster Bank
Connecticut
$818K +$21.8K +855 +3%
EVM
975
Evelyn V. Moreno
$816K +$55.4K +2,175 +7%
37 38
39
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