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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 %
DHFB
1176
Dixon Hubard Feinour & Brown
Virginia
$319K -$4.66M -182,787 -94%
HCM
1177
Harvest Capital Management
New Hampshire
$319K – – –
MHS
1178
M Holdings Securities
Oregon
$317K -$315K -12,402 -50%
BHIA
1179
Birch Hill Investment Advisors
Massachusetts
$317K -$194K -7,617 -38%
SGAM
1180
Steinberg Global Asset Management
Florida
$317K – – –
JIR
1181
James Investment Research
Ohio
$315K -$6.22M -244,740 -95%
CK
1182
Carnick & Kubik
Colorado
$313K – – –
CI
1183
Cowen Inc
New York
$311K -$311K -12,186 -50%
EWA
1184
Exencial Wealth Advisors
Oklahoma
$309K -$154 -6 -0%
FAM
1185
Formidable Asset Management
Ohio
$309K – – –
WA
1186
Waverly Advisors
Alabama
$308K -$442K -17,346 -59%
KT
1187
Kanaly Trust
Texas
$308K -$24.8K -972 -7%
PFP
1188
Pinnacle Financial Partners
Tennessee
$308K -$12.3K -483 -4%
LC
1189
Lilley & Co
Michigan
$306K -$7.65K -300 -2%
PGCM
1190
Prescott Group Capital Management
Oklahoma
$306K – – –
PCM
1191
Prelude Capital Management
New York
$306K +$306K +12,000 New
ISB
1192
Iowa State Bank
Iowa
$304K -$90.1K -3,534 -23%
CPA
1193
Cowen Prime Advisors
New York
$304K +$40.4K +1,584 +15%
HH
1194
Hilltop Holdings
Texas
$303K +$8.48K +333 +3%
NCM
1195
Narwhal Capital Management
Georgia
$298K -$692K -27,150 -70%
WI
1196
Wedgewood Investors
Pennsylvania
$297K -$7.64K -300 -3%
RB
1197
Rodgers Brothers
Pennsylvania
$294K +$294K +11,550 New
BTCR
1198
Bankers Trust Cedar Rapids
Iowa
$293K +$13.1K +516 +5%
NES
1199
New England Securities
New York
$293K +$51.5K +2,019 +21%
Capital Research Global Investors
1200
Capital Research Global Investors
California
$291K +$126K +4,950 +76%
46 47
48
49 50