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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 %
SWM
1151
SVA Wealth Management
Wisconsin
$388K +$388K +14,784 New
FRM
1152
Foundation Resource Management
Arkansas
$385K – – –
EBSAM
1153
Eubel Brady & Suttman Asset Management
Ohio
$385K +$24K +915 +7%
UBWV
1154
United Bank (West Virginia)
West Virginia
$381K – – –
TCM
1155
Tradewinds Capital Management
Washington
$380K +$380K +14,493 New
PLFAM
1156
Pineno Levin & Ford Asset Management
Virginia
$379K +$7.88K +300 +2%
FNBOO
1157
First National Bank of Omaha
Nebraska
$375K +$9.53K +363 +3%
LNB
1158
Ledyard National Bank
$371K -$7.87K -300 -2%
PAA
1159
Peregrine Asset Advisers
Oregon
$369K – – –
JCM
1160
Janney Capital Management
Pennsylvania
$369K +$46.6K +1,779 +14%
NCM
1161
Novare Capital Management
North Carolina
$368K – – –
VKH
1162
Virtu KCG Holdings
New York
$364K -$2.63M -100,317 -88%
NIM
1163
NuWave Investment Management
New Jersey
$360K +$339K +12,927 +1,596%
SMU
1164
Signet Management USA
Virginia
$360K +$360K +13,713 New
MGIA
1165
Moneta Group Investment Advisors
Missouri
$359K +$9.85K +375 +3%
1IA
1166
1834 Investment Advisors
Wisconsin
$358K -$4.1K -156 -1%
TIC
1167
Trees Investment Counsel
Illinois
$357K – – –
WA
1168
WealthTrust Axiom
Pennsylvania
$356K +$11.8K +450 +3%
BST
1169
Bath Savings Trust
Maine
$354K +$11.7K +444 +3%
JIC
1170
Joel Isaacson & Co
New York
$352K +$39.4K +1,500 +13%
SIP
1171
Stoneridge Investment Partners
Pennsylvania
$346K – – –
HIM
1172
Hillsdale Investment Management
Ontario, Canada
$346K +$70.8K +2,700 +26%
GP
1173
Girard Partners
Pennsylvania
$346K +$346K +13,173 New
LK
1174
Lumbard & Kellner
New Hampshire
$346K +$346K +13,200 New
PCA
1175
Private Capital Advisors
Connecticut
$343K – – –
45 46
47
48 49