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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 %
SCM
1076
SOL Capital Management
Maryland
$535K +$1.89K +72 +0.4%
IOOF
1077
Independent Order of Foresters
Ontario, Canada
$535K +$35.4K +1,350 +7%
AIC
1078
Atlantic Investment Company
Georgia
$530K -$15K -570 -3%
HSA
1079
Hussman Strategic Advisors
Maryland
$527K – – –
BHIA
1080
Birch Hill Investment Advisors
Massachusetts
$526K – – –
CAM
1081
Columbia Asset Management
Michigan
$525K +$525K +20,013 New
STMM
1082
South Texas Money Management
Texas
$521K -$198K -7,551 -28%
VCM
1083
Violich Capital Management
California
$517K -$51.1K -1,950 -9%
CFA
1084
Carroll Financial Associates
North Carolina
$517K +$11.3K +429 +2%
CAM
1085
Congress Asset Management
Massachusetts
$515K – – –
KFS
1086
Kurt F. Somerville
$512K – – –
FFC
1087
First Financial Corp
Indiana
$509K -$131K -4,977 -20%
BFO
1088
Boston Family Office
Massachusetts
$507K +$2.83K +108 +0.6%
AWS
1089
Aris Wealth Services
Pennsylvania
$507K +$34.3K +1,308 +7%
FHC
1090
First Heartland Consultants
Missouri
$505K -$14.7K -561 -3%
JIM
1091
Jensen Investment Management
Oregon
$503K +$55.9K +2,130 +13%
TIM
1092
Tortoise Investment Management
New York
$502K -$9.76K -372 -2%
BBA
1093
BLB&B Advisors
Pennsylvania
$501K -$3.94K -150 -0.8%
FTI
1094
Fiduciary Trust International
Massachusetts
$500K – – –
CCA
1095
Catalyst Capital Advisors
New York
$500K – – –
WEC
1096
Winslow Evans & Crocker
Massachusetts
$498K +$498K +18,993 New
SIC
1097
Schwartz Investment Counsel
Michigan
$496K -$236K -9,000 -32%
FCM
1098
Forester Capital Management
Illinois
$495K -$210K -7,995 -30%
AMG
1099
Asset Management Group
Connecticut
$492K -$23.6K -900 -5%
DWT
1100
Dorsey & Whitney Trust
South Dakota
$489K – – –
42 43
44
45 46