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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 %
PWP
1026
Private Wealth Partners
California
$665K -$39.3K -1,500 -6%
SAS
1027
Spectrum Advisory Services
Georgia
$663K – – –
MTC
1028
McDaniel Terry & Co
Texas
$663K – – –
BJL
1029
Brighton Jones LLC
Washington
$660K +$10.5K +399 +2%
BPGAM
1030
BTG Pactual Global Asset Management
Bermuda
$660K +$399K +15,225 +153%
ANBTV
1031
American National Bank & Trust (Virginia)
Virginia
$657K -$15.7K -600 -2%
VNA
1032
VNBTrust National Association
Virginia
$656K +$2.28K +87 +0.3%
ST
1033
Somerset Trust
Pennsylvania
$654K +$654K +24,948 New
CS
1034
Cannell & Spears
New York
$653K – – –
MHS
1035
M Holdings Securities
Oregon
$652K +$652K +24,864 New
DSAM
1036
Dock Street Asset Management
Florida
$640K -$12.9K -492 -2%
CI
1037
Cowen Inc
New York
$639K +$39.3K +1,500 +7%
MBE
1038
Michael B. Elefante
$626K – – –
SAM
1039
Summit Asset Management
Tennessee
$625K -$2.76K -105 -0.4%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$624K -$27.4K -1,044 -4%
AAM
1041
Azzad Asset Management
Virginia
$623K +$59.3K +2,259 +11%
EIA
1042
Edgemoor Investment Advisors
Maryland
$621K +$104K +3,975 +20%
RH
1043
Rayner & Haynor
California
$614K +$614K +23,400 New
PIA
1044
Peachtree Investment Advisors
Georgia
$614K +$614K +23,427 New
BCM
1045
BBT Capital Management
Texas
$613K – – –
FHB
1046
First Hawaiian Bank
Hawaii
$613K +$6.31K +240 +1%
CC
1047
Courier Capital
New York
$608K -$158K -6,012 -21%
SNT
1048
Security National Trust
West Virginia
$603K -$50.3K -1,920 -8%
SCM
1049
Sterneck Capital Management
Missouri
$603K -$23.6K -900 -4%
HRIA
1050
Haberer Registered Investment Advisor
Ohio
$602K -$166K -6,315 -22%
40 41
42
43 44