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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 %
JWA
976
JFS Wealth Advisors
Pennsylvania
$813K -$169K -6,618 -17%
WPC
977
White Pine Capital
Minnesota
$812K – – –
IPRC
978
Indices-Pac Research Corporation
New Jersey
$807K -$2.23M -87,570 -73%
TF
979
Tompkins Financial
New York
$797K -$10.7K -420 -1%
CT
980
Cambridge Trust
Massachusetts
$794K +$70.3K +2,760 +10%
FNBOMD
981
First National Bank of Mount Dora
Florida
$787K – – –
CIA
982
Covington Investment Advisors
Pennsylvania
$787K +$7.64K +300 +1%
GBA
983
Garrison Bradford & Associates
New York
$783K – – –
BTCOSD
984
Bankers Trust Company of South Dakota
Iowa
$772K +$7.42K +291 +1%
SAMC
985
Shinko Asset Management Company
Japan
$768K +$109K +4,272 +17%
HB
986
Homrich & Berg
Georgia
$763K +$11.1K +435 +1%
Massachusetts Financial Services
987
Massachusetts Financial Services
Massachusetts
$759K +$462K +18,153 +156%
BAS
988
Brown Advisory Securities
Maryland
$752K -$461 -18 -0.1%
Rafferty Asset Management
989
Rafferty Asset Management
New York
$747K -$944K -37,074 -56%
AW
990
Alpha Windward
Massachusetts
$745K +$39.7K +1,560 +6%
CB
991
Cooke & Bieler
Pennsylvania
$741K – – –
AUB
992
Atlantic Union Bankshares
Virginia
$729K +$729K +28,659 New
NAMA
993
Nikko Asset Management Americas
New York
$726K -$53.2K -2,100 -7%
FCMC
994
Founders Capital Management (Connecticut)
Connecticut
$726K – – –
BPC
995
Banque Pictet & Cie
Switzerland
$724K -$3.12M -122,382 -81%
DMC
996
Drexel Morgan & Co
Pennsylvania
$722K – – –
VF
997
Virtu Financial
New York
$720K +$720K +28,242 New
CWM
998
Concert Wealth Management
California
$717K +$17.2K +672 +2%
ST
999
Spinnaker Trust
Maine
$714K -$3.82K -150 -0.5%
AAM
1000
Azzad Asset Management
Virginia
$713K +$108K +4,257 +18%
38 39
40
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