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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 %
SSG
1051
Summit Securities Group
New York
$543K -$2.36M -92,700 -81%
JIM
1052
Jensen Investment Management
Oregon
$543K +$55K +2,160 +11%
NAM
1053
Nichols Asset Management
Massachusetts
$542K – – –
DWT
1054
Dorsey & Whitney Trust
South Dakota
$538K +$63.4K +2,487 +13%
CC
1055
Capital Counsel
New York
$537K – – –
I2I
1056
Insight 2811 Inc
Illinois
$530K +$530K +20,790 New
FTI
1057
Fiduciary Trust International
Massachusetts
$528K +$41.6K +1,632 +9%
CFA
1058
Carroll Financial Associates
North Carolina
$527K +$24.5K +960 +5%
CAM
1059
Congress Asset Management
Massachusetts
$527K +$26.7K +1,050 +5%
WTB
1060
Washington Trust Bank
Washington
$526K +$526K +20,658 New
HCMNY
1061
Howard Capital Management (New York)
New York
$525K -$4.97K -195 -0.9%
HWA
1062
Heritage Wealth Advisors
Virginia
$524K – – –
FHC
1063
First Heartland Consultants
Missouri
$521K +$30.6K +1,203 +6%
IOOF
1064
Independent Order of Foresters
Ontario, Canada
$520K – – –
OWD
1065
Osborn Williams & Donohoe
Ohio
$520K – – –
TF
1066
Trutina Financial
Washington
$518K -$38.2K -1,500 -7%
AIC
1067
Atlantic Investment Company
Georgia
$518K +$3.44K +135 +0.7%
HRIA
1068
Haberer Registered Investment Advisor
Ohio
$512K -$72.6K -2,850 -12%
HSA
1069
Hussman Strategic Advisors
Maryland
$512K – – –
AT
1070
Acadia Trust
Maine
$511K -$10.3K -405 -2%
CAM
1071
Columbia Asset Management
Michigan
$510K +$229 +9 +0%
SCM
1072
SOL Capital Management
Maryland
$507K -$12.6K -495 -2%
BJL
1073
Brighton Jones LLC
Washington
$504K -$137K -5,382 -21%
TAM
1074
Taurus Asset Management
New York
$504K -$22.9K -900 -4%
KFC
1075
Klingenstein Fields & Co
New York
$503K -$285K -11,175 -36%
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