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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 %
ARMT
976
Amica Retiree Medical Trust
Rhode Island
$856K +$856K +32,631 New
WA
977
WBH Advisory
Maryland
$849K +$27.1K +1,032 +3%
IB
978
Intrust Bank
Kansas
$847K -$81.2K -3,096 -9%
WPC
979
White Pine Capital
Minnesota
$836K – – –
EFS
980
Essex Financial Services
Connecticut
$835K -$34.8K -1,329 -4%
TF
981
Tompkins Financial
New York
$831K -$5.11K -195 -0.6%
WB
982
Webster Bank
Connecticut
$820K -$54.3K -2,070 -6%
BG
983
Bollard Group
Massachusetts
$815K -$117K -4,470 -13%
ASN
984
Advisory Services Network
Georgia
$815K +$815K +31,068 New
KFC
985
Klingenstein Fields & Co
New York
$811K -$92.1K -3,510 -10%
FNBOMD
986
First National Bank of Mount Dora
Florida
$811K -$87.5K -3,333 -10%
AAIM
987
American Assets Investment Management
California
$811K – – –
NAMA
988
Nikko Asset Management Americas
New York
$806K -$959K -36,600 -54%
GBA
989
Garrison Bradford & Associates
New York
$806K – – –
CIA
990
Covington Investment Advisors
Pennsylvania
$802K -$9.83K -375 -1%
BTCOSD
991
Bankers Trust Company of South Dakota
Iowa
$787K -$3.94K -150 -0.5%
EVM
992
Evelyn V. Moreno
$783K +$783K +29,850 New
HB
993
Homrich & Berg
Georgia
$774K -$36.1K -1,377 -4%
BAS
994
Brown Advisory Securities
Maryland
$772K -$45.4K -1,728 -6%
WA
995
Waverly Advisors
Alabama
$772K +$11.5K +438 +2%
PAI
996
Pittenger & Anderson Inc
Nebraska
$765K +$5.9K +225 +0.8%
CB
997
Cooke & Bieler
Pennsylvania
$763K – – –
GSBTD
998
Glenview State Bank Trust Department
Illinois
$760K +$760K +28,980 New
VNB
999
Valley National Bancorp
New York
$755K +$755K +28,800 New
FCMC
1000
Founders Capital Management (Connecticut)
Connecticut
$748K +$748K +28,509 New
38 39
40
41 42