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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 %
AHC
1101
Adell Harriman & Carpenter
Texas
$447K – – –
CAI
1102
Capital Advisors Inc
Oklahoma
$446K +$123K +4,818 +38%
SFSIG
1103
San Francisco Sentry Investment Group
California
$441K +$76 +3 +0%
JWM
1104
Jacobus Wealth Management
Wisconsin
$438K +$382 +15 +0.1%
FWP
1105
FAS Wealth Partners
Kansas
$438K +$9.56K +375 +2%
BB
1106
Bell Bank
North Dakota
$437K -$126K -4,959 -22%
JEW
1107
Jamison Eaton & Wood
New Jersey
$434K -$15.3K -600 -3%
CAM
1108
CG Asset Management
New York
$433K – – –
HC
1109
Highmount Capital
New York
$432K +$24.8K +975 +6%
ACM
1110
Apex Capital Management
Ohio
$429K +$2.52K +99 +0.6%
PCM
1111
Perritt Capital Management
Illinois
$428K – – –
OPTFSNA
1112
Old Point Trust & Financial Services N A
Virginia
$427K – – –
TWA
1113
TCI Wealth Advisors
Arizona
$425K -$12.6K -495 -3%
CCM
1114
Courage Capital Management
Tennessee
$424K – – –
MCM
1115
Moore Capital Management
New York
$421K +$421K +16,524 New
NME
1116
Notis-McConarty Edward
$417K – – –
SFSG
1117
Stearns Financial Services Group
North Carolina
$412K +$1.53K +60 +0.4%
JPMIA
1118
J.P. Marvel Investment Advisors
Massachusetts
$411K – – –
CCB
1119
Cutter & Co Brokerage
Missouri
$411K +$17.2K +675 +4%
BRWA
1120
B. Riley Wealth Advisors
Florida
$411K +$23.3K +915 +6%
BP
1121
Ballentine Partners
Massachusetts
$410K +$5.66K +222 +1%
CL
1122
Choreo LLC
Illinois
$410K +$410K +16,002 New
TIA
1123
Tiemann Investment Advisors
California
$406K -$4.59K -180 -1%
ZCA
1124
Zeke Capital Advisors
Pennsylvania
$405K – – –
SWM
1125
SVA Wealth Management
Wisconsin
$403K +$26.3K +1,032 +7%
43 44
45
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