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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 %
EIA
1026
Edgemoor Investment Advisors
Maryland
$603K – – –
AA
1027
ALPS Advisors
Colorado
$600K +$107K +4,215 +22%
SAS
1028
Spectrum Advisory Services
Georgia
$598K -$45.9K -1,800 -7%
PIA
1029
Peachtree Investment Advisors
Georgia
$597K – – –
B
1030
Bailard
California
$596K -$110K -4,311 -16%
RH
1031
Rayner & Haynor
California
$596K – – –
VNA
1032
VNBTrust National Association
Virginia
$594K -$43.4K -1,701 -7%
SAM
1033
Summit Asset Management
Tennessee
$592K -$15.3K -600 -3%
FHB
1034
First Hawaiian Bank
Hawaii
$592K -$2.75K -108 -0.5%
FFSOTS
1035
Fiduciary Financial Services of The Southwest
Texas
$585K – – –
BCM
1036
Birmingham Capital Management
Alabama
$582K +$25.5K +1,002 +5%
PAG
1037
Pinnacle Advisory Group
Maryland
$573K +$20.8K +816 +4%
AWS
1038
Aris Wealth Services
Pennsylvania
$561K +$68K +2,667 +14%
MIHAS
1039
Maj Invest Holding A/S
Denmark
$560K +$138K +5,400 +33%
SCA
1040
Salient Capital Advisors
Texas
$559K +$243K +9,525 +77%
EFSCE
1041
Enterprise Financial Services Corp (EFSC)
Missouri
$558K +$22.2K +870 +4%
SCM
1042
Sterneck Capital Management
Missouri
$556K -$30.6K -1,200 -5%
HCM
1043
Hollencrest Capital Management
California
$556K +$272K +10,665 +95%
MA
1044
Marshwinds Advisory
Georgia
$551K – – –
MAA
1045
Mraz Amerine & Associates
California
$550K -$1.53K -60 -0.3%
T
1046
Thomaspartners
Massachusetts
$548K +$17.5K +687 +3%
EIM
1047
Essex Investment Management
Massachusetts
$545K -$170K -6,675 -24%
DIA
1048
Dana Investment Advisors
Wisconsin
$544K -$19M -747,351 -97%
SNT
1049
Security National Trust
West Virginia
$544K -$41.9K -1,644 -7%
FWM
1050
Focused Wealth Management
New York
$544K -$38.2K -1,500 -7%
40 41
42
43 44