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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 %
KCPG
1001
Kavar Capital Partners Group
Kansas
$711K +$16.8K +660 +2%
JRP
1002
Jasper Ridge Partners
California
$709K – – –
OC
1003
Oarsman Capital
Wisconsin
$702K -$10.3K -405 -1%
GSBTD
1004
Glenview State Bank Trust Department
Illinois
$700K -$38.2K -1,500 -5%
GLI
1005
Guardian Life Insurance
New York
$696K -$5.81K -228 -0.8%
ANBTV
1006
American National Bank & Trust (Virginia)
Virginia
$695K +$56.7K +2,223 +9%
CS
1007
Cannell & Spears
New York
$692K +$57.3K +2,250 +9%
HSA
1008
HBK Sorce Advisory
Pennsylvania
$684K +$77.5K +3,042 +13%
ID
1009
Integral Derivatives
New York
$680K -$772K -30,300 -53%
HW
1010
Hancock Whitney
Mississippi
$677K -$18.7K -735 -3%
ASC
1011
Atalanta Sosnoff Capital
New York
$674K -$522K -20,481 -44%
ST
1012
Somerset Trust
Pennsylvania
$668K +$32.2K +1,263 +5%
SJL
1013
Shayne & Jacobs LLC
Tennessee
$665K – – –
PWP
1014
Private Wealth Partners
California
$653K +$7.64K +300 +1%
MTC
1015
McDaniel Terry & Co
Texas
$644K – – –
CIC
1016
Carnegie Investment Counsel
Ohio
$633K -$49.6K -1,947 -7%
ATC
1017
Adirondack Trust Company
New York
$625K -$47.3K -1,860 -7%
DSAM
1018
Dock Street Asset Management
Florida
$622K – – –
BC
1019
Banced Corp
Illinois
$620K -$30.6K -1,200 -5%
TCOT
1020
Trust Company of Toledo
Ohio
$617K +$157K +6,150 +34%
BIM
1021
Bridgecreek Investment Management
Oklahoma
$617K +$177K +6,948 +40%
CC
1022
Cannell & Co
New York
$617K +$617K +24,225 New
CG
1023
Clinton Group
New York
$614K -$704K -27,642 -53%
MBE
1024
Michael B. Elefante
$607K – – –
AHB
1025
Abner Herrman & Brock
New Jersey
$603K -$499K -19,605 -45%
39 40
41
42 43