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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 %
PMFA
1176
Plante Moran Financial Advisors
Michigan
$343K – – –
BCM
1177
Buckhead Capital Management
Georgia
$342K -$19.7K -750 -5%
FSA
1178
Franklin Street Advisors
North Carolina
$342K -$4.09K -156 -1%
KT
1179
Kanaly Trust
Texas
$342K +$342K +13,053 New
FFA
1180
First Foundation Advisors
California
$339K +$42K +1,605 +14%
LCM
1181
Liberty Capital Management
Michigan
$337K – – –
HTHT
1182
Hemenway Trust Hemenway Trust
New Hampshire
$337K +$248K +9,450 +279%
RCM
1183
RNC Capital Management
California
$336K -$31.8K -1,212 -9%
NAM
1184
NTV Asset Management
West Virginia
$336K +$1.97K +75 +0.6%
TT
1185
Tower Trust
Indiana
$333K -$93.7K -3,570 -22%
CAI
1186
Capital Advisors Inc
Oklahoma
$332K -$42.5K -1,620 -11%
AIM
1187
Arcadia Investment Management
Michigan
$331K – – –
PFP
1188
Pinnacle Financial Partners
Tennessee
$330K +$3.15K +120 +1%
MWAC
1189
Mariner Wealth Advisors (Cincinnati)
Ohio
$329K -$10.8K -411 -3%
HCM
1190
Harvest Capital Management
New Hampshire
$329K – – –
MLL
1191
Moody Lynn & Lieberson
Massachusetts
$328K +$34.7K +1,320 +12%
SGAM
1192
Steinberg Global Asset Management
Florida
$327K – – –
SCA
1193
Salient Capital Advisors
Texas
$325K +$55K +2,100 +20%
MPWT
1194
MassMutual Private Wealth & Trust
Connecticut
$325K +$325K +12,390 New
TSW
1195
Thompson Siegel & Walmsley
Virginia
$323K -$96.3K -3,675 -23%
LC
1196
Lilley & Co
Michigan
$323K +$53.2K +2,025 +20%
CK
1197
Carnick & Kubik
Colorado
$323K – – –
MWM
1198
Modera Wealth Management
New Jersey
$322K +$322K +12,261 New
MA
1199
MCF Advisors
Kentucky
$321K -$3.97K -156 -1%
AF
1200
Allworth Financial
California
$321K +$2.44K +93 +0.8%
46 47
48
49 50