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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
$1.5B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M
3
Dodge & Cox
Dodge & Cox
California
$1.32B
4
Bank of America
Bank of America
North Carolina
$1.26B
5
Victory Capital Management
Victory Capital Management
Texas
$124M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$249M
2
Deutsche Bank
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$283M
4
BA
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1101
SRH Advisors
Kansas
$488K +$488K +18,600 New
PFSC
1102
Peoples Financial Services Corp
Pennsylvania
$486K +$486K +18,510 New
AA
1103
ALPS Advisors
Colorado
$482K +$13.5K +540 +3%
BCMIO
1104
Beacon Capital Management Inc (Ohio)
Ohio
$479K +$479K +18,267 New
MAA
1105
Matrix Asset Advisors
New York
$478K – – –
TCOT
1106
Trust Company of Toledo
Ohio
$474K +$3.93K +150 +0.8%
GC
1107
Grimes & Company
Massachusetts
$474K +$23.6K +900 +5%
FNBOH
1108
First National Bank of Hutchinson
Kansas
$472K -$1.58K -60 -0.3%
GWI
1109
Grace & White Inc
New York
$471K – – –
PCA
1110
Peddock Capital Advisors
Massachusetts
$464K +$464K +17,703 New
JEW
1111
Jamison Eaton & Wood
New Jersey
$463K -$94.5K -3,600 -17%
AHC
1112
Adell Harriman & Carpenter
Texas
$460K -$5.9K -225 -1%
SFSIG
1113
San Francisco Sentry Investment Group
California
$454K -$24.8K -945 -5%
BIM
1114
Bridgecreek Investment Management
Oklahoma
$453K +$6.61K +252 +1%
TWA
1115
TCI Wealth Advisors
Arizona
$451K -$1.81K -69 -0.4%
LCM
1116
Logan Capital Management
Pennsylvania
$451K -$866 -33 -0.2%
JWM
1117
Jacobus Wealth Management
Wisconsin
$451K +$268K +10,227 +147%
HCMT
1118
Highland Capital Management (Tennessee)
Tennessee
$447K +$151K +5,760 +51%
CAM
1119
CG Asset Management
New York
$446K +$446K +16,986 New
OPTFSNA
1120
Old Point Trust & Financial Services N A
Virginia
$441K – – –
FWP
1121
FAS Wealth Partners
Kansas
$441K +$441K +16,815 New
PCM
1122
Perritt Capital Management
Illinois
$440K -$2.36K -90 -0.5%
ACM
1123
Apex Capital Management
Ohio
$439K – – –
CCM
1124
Courage Capital Management
Tennessee
$437K – – –
MIHAS
1125
Maj Invest Holding A/S
Denmark
$434K – – –
43 44
45
46 47