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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 %
CT
1001
Cambridge Trust
Massachusetts
$745K +$52.5K +2,001 +8%
DMC
1002
Drexel Morgan & Co
Pennsylvania
$743K +$39.9K +1,521 +6%
CCFCSB
1003
Cape Cod Five Cents Savings Bank
Massachusetts
$740K +$14.2K +540 +2%
ST
1004
Spinnaker Trust
Maine
$739K – – –
BWM
1005
Braver Wealth Management
Massachusetts
$738K -$15.3K -585 -2%
SCIA
1006
Sanibel Captiva Investment Advisers
Illinois
$738K +$33.4K +1,275 +5%
EIM
1007
Essex Investment Management
Massachusetts
$736K +$17.7K +675 +2%
OC
1008
Oarsman Capital
Wisconsin
$733K +$34.6K +1,320 +5%
JRP
1009
Jasper Ridge Partners
California
$730K – – –
LW
1010
Linscomb Wealth
Texas
$729K -$147K -5,610 -17%
B
1011
Bailard
California
$727K -$226K -8,619 -24%
AW
1012
Alpha Windward
Massachusetts
$727K +$5.59K +213 +0.8%
AI
1013
Atria Investments
North Carolina
$726K -$9.91K -378 -1%
CWM
1014
Concert Wealth Management
California
$724K -$127K -4,797 -15%
GLI
1015
Guardian Life Insurance
New York
$723K -$829K -31,602 -53%
1GA
1016
1st Global Advisors
Texas
$722K +$93K +3,549 +15%
HW
1017
Hancock Whitney
Mississippi
$716K -$786 -30 -0.1%
KCPG
1018
Kavar Capital Partners Group
Kansas
$714K +$714K +27,258 New
CIC
1019
Carnegie Investment Counsel
Ohio
$703K -$143K -5,433 -17%
FA
1020
FDx Advisors
Illinois
$695K +$163K +6,216 +31%
ATC
1021
Adirondack Trust Company
New York
$693K +$29.5K +1,125 +4%
HCM
1022
Hillman Capital Management
Maryland
$688K +$3.47K +132 +0.5%
SJL
1023
Shayne & Jacobs LLC
Tennessee
$684K – – –
SAMC
1024
Shinko Asset Management Company
Japan
$679K +$64.9K +2,475 +11%
BC
1025
Banced Corp
Illinois
$670K -$36K -1,371 -5%
39 40
41
42 43