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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 %
IH
1151
IFC Holdings
Florida
$352K -$56.5K -2,229 -14%
CC
1152
Courier Capital
New York
$349K -$241K -9,483 -41%
HTHT
1153
Hemenway Trust Hemenway Trust
New Hampshire
$348K +$20.9K +819 +6%
LK
1154
Lumbard & Kellner
New Hampshire
$346K – – –
TIC
1155
Trees Investment Counsel
Illinois
$346K – – –
TCM
1156
Tradewinds Capital Management
Washington
$345K -$24.7K -969 -7%
WA
1157
WealthTrust Axiom
Pennsylvania
$345K – – –
BST
1158
Bath Savings Trust
Maine
$343K +$153 +6 +0%
PMFA
1159
Plante Moran Financial Advisors
Michigan
$342K +$8.57K +336 +3%
JIC
1160
Joel Isaacson & Co
New York
$341K – – –
MPWT
1161
MassMutual Private Wealth & Trust
Connecticut
$337K +$21.2K +834 +7%
1IA
1162
1834 Investment Advisors
Wisconsin
$336K -$11.5K -453 -3%
SIP
1163
Stoneridge Investment Partners
Pennsylvania
$336K – – –
NAM
1164
NTV Asset Management
West Virginia
$335K +$8.86K +348 +3%
SIM
1165
SSI Investment Management
California
$334K -$869K -34,200 -72%
PCA
1166
Private Capital Advisors
Connecticut
$333K – – –
TSW
1167
Thompson Siegel & Walmsley
Virginia
$333K +$19.1K +750 +6%
BCM
1168
Buckhead Capital Management
Georgia
$332K – – –
WCM
1169
Windsor Capital Management
Arizona
$331K +$61.5K +2,415 +23%
SIC
1170
Schwartz Investment Counsel
Michigan
$329K -$153K -6,000 -32%
MGIA
1171
Moneta Group Investment Advisors
Missouri
$328K -$20.4K -801 -6%
LCM
1172
Liberty Capital Management
Michigan
$327K – – –
SCG
1173
Strategic Capital Group
Washington
$326K +$91.7K +3,603 +39%
TT
1174
Tower Trust
Indiana
$323K – – –
MA
1175
MCF Advisors
Kentucky
$323K +$1.45K +57 +0.5%
45 46
47
48 49