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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 %
ACI
1126
Advance Capital I
Michigan
$433K -$468K -17,820 -52%
AP
1127
Appleton Partners
Massachusetts
$431K +$80.4K +3,063 +23%
NME
1128
Notis-McConarty Edward
$429K +$429K +16,350 New
IH
1129
IFC Holdings
Florida
$424K +$37.5K +1,425 +10%
NPF
1130
Norris Perne & French
Michigan
$423K – – –
JPMIA
1131
J.P. Marvel Investment Advisors
Massachusetts
$423K – – –
SFSG
1132
Stearns Financial Services Group
North Carolina
$423K +$4.25K +162 +1%
TIA
1133
Tiemann Investment Advisors
California
$423K +$423K +16,116 New
PFS
1134
Prospera Financial Services
Texas
$422K +$62.6K +2,388 +17%
HC
1135
Highmount Capital
New York
$420K +$35.8K +1,365 +9%
ZCA
1136
Zeke Capital Advisors
Pennsylvania
$417K – – –
BP
1137
Ballentine Partners
Massachusetts
$416K +$5.74K +219 +1%
BOS
1138
Bingham Osborn & Scarborough
California
$414K +$78K +2,970 +23%
JG
1139
Jefferies Group
New York
$409K +$195K +7,461 +92%
NFG
1140
Nadler Financial Group
Illinois
$408K +$13.8K +525 +3%
CCB
1141
Cutter & Co Brokerage
Missouri
$406K -$83.2K -3,171 -17%
ZTNA
1142
Zions Trust National Association
Utah
$405K -$37.7K -1,437 -9%
ISB
1143
Iowa State Bank
Iowa
$405K +$56.6K +2,160 +16%
DCLA
1144
Douglas C. Lane & Associates
New York
$403K -$591K -22,566 -59%
WJA
1145
Williams Jones & Associates
New York
$403K -$542K -20,697 -57%
BRWA
1146
B. Riley Wealth Advisors
Florida
$399K +$13.9K +528 +4%
TAM
1147
Trillium Asset Management
Massachusetts
$396K -$22.4K -852 -5%
PWM
1148
Perigon Wealth Management
California
$396K +$396K +15,108 New
AB
1149
AT Bancorp
Iowa
$393K +$21K +801 +6%
AL
1150
Airain Ltd
Guernsey
$389K -$2.71M -103,491 -87%
44 45
46
47 48