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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 %
FMLI
1126
Fukoku Mutual Life Insurance
Japan
$402K -$130K -5,100 -24%
CFA
1127
CT Financial Advisors
Pennsylvania
$398K +$398K +14,520 New
NFG
1128
Nadler Financial Group
Illinois
$398K +$1.91K +75 +0.5%
FNBOO
1129
First National Bank of Omaha
Nebraska
$396K +$32K +1,257 +9%
ZTNA
1130
Zions Trust National Association
Utah
$389K -$4.2K -165 -1%
PWM
1131
Perigon Wealth Management
California
$389K +$3.67K +144 +1%
IMS
1132
Index Management Solutions
Pennsylvania
$389K +$281K +11,040 +261%
TAM
1133
Trillium Asset Management
Massachusetts
$388K +$3.82K +150 +1%
MRCM
1134
M&R Capital Management
New Jersey
$383K +$115K +4,506 +43%
HPBT
1135
High Point Bank & Trust
North Carolina
$381K +$176K +6,900 +86%
MCWS
1136
McKinley Carter Wealth Services
West Virginia
$376K -$691K -27,072 -65%
EBSAM
1137
Eubel Brady & Suttman Asset Management
Ohio
$376K +$1.61K +63 +0.4%
ACM
1138
Alpha Capital Management
Texas
$376K +$83.4K +3,276 +29%
FRM
1139
Foundation Resource Management
Arkansas
$374K – – –
LNB
1140
Ledyard National Bank
$374K +$13.3K +522 +4%
UBWV
1141
United Bank (West Virginia)
West Virginia
$370K – – –
PLFAM
1142
Pineno Levin & Ford Asset Management
Virginia
$368K – – –
BOS
1143
Bingham Osborn & Scarborough
California
$367K -$34.6K -1,359 -9%
HIM
1144
Hillsdale Investment Management
Ontario, Canada
$367K +$30.6K +1,200 +9%
PFS
1145
Prospera Financial Services
Texas
$360K -$3.32K -147 -0.9%
STMM
1146
South Texas Money Management
Texas
$359K -$147K -5,778 -29%
JCM
1147
Janney Capital Management
Pennsylvania
$359K +$229 +9 +0.1%
PAA
1148
Peregrine Asset Advisers
Oregon
$358K – – –
BFIM
1149
Beese Fulmer Investment Management
Ohio
$358K +$53.5K +2,100 +18%
NCM
1150
Novare Capital Management
North Carolina
$357K – – –
44 45
46
47 48