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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 %
FFC
1076
First Financial Corp
Indiana
$502K +$7.65K +300 +2%
KFS
1077
Kurt F. Somerville
$497K – – –
PCA
1078
Peddock Capital Advisors
Massachusetts
$495K +$43.5K +1,707 +10%
BFO
1079
Boston Family Office
Massachusetts
$493K – – –
SOAMC
1080
Spirit of America Management Corp
New York
$491K +$491K +19,272 New
TIM
1081
Tortoise Investment Management
New York
$487K – – –
CCA
1082
Catalyst Capital Advisors
New York
$485K – – –
WEC
1083
Winslow Evans & Crocker
Massachusetts
$484K -$76 -3 -0%
1GA
1084
1st Global Advisors
Texas
$483K -$219K -8,595 -31%
HCMT
1085
Highland Capital Management (Tennessee)
Tennessee
$483K +$48.9K +1,917 +11%
WJA
1086
Williams Jones & Associates
New York
$482K +$89.7K +3,519 +23%
FCM
1087
Forester Capital Management
Illinois
$481K – – –
AMG
1088
Asset Management Group
Connecticut
$481K +$2.83K +111 +0.6%
VCM
1089
Violich Capital Management
California
$480K -$22.9K -900 -5%
SA
1090
SRH Advisors
Kansas
$474K – – –
GC
1091
Grimes & Company
Massachusetts
$474K +$13.1K +516 +3%
BBA
1092
BLB&B Advisors
Pennsylvania
$471K -$15.3K -600 -3%
PFSC
1093
Peoples Financial Services Corp
Pennsylvania
$468K -$3.82K -150 -0.8%
MAA
1094
Matrix Asset Advisors
New York
$464K – – –
FNBOH
1095
First National Bank of Hutchinson
Kansas
$458K – – –
GWI
1096
Grace & White Inc
New York
$457K – – –
TCB
1097
Texas Capital Bancshares
Texas
$453K +$453K +17,766 New
BCMIO
1098
Beacon Capital Management Inc (Ohio)
Ohio
$452K -$13.5K -528 -3%
LCM
1099
Logan Capital Management
Pennsylvania
$448K +$10.8K +426 +2%
AP
1100
Appleton Partners
Massachusetts
$447K +$28.4K +1,113 +7%
42 43
44
45 46