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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 %
VAM
1201
Visium Asset Management
New York
$320K +$320K +12,207 New
WCBA
1202
Weaver C. Barksdale & Associates
Tennessee
$319K – – –
S
1203
SignatureFD
Georgia
$316K +$54.2K +2,064 +21%
PGCM
1204
Prescott Group Capital Management
Oklahoma
$315K – – –
WI
1205
Wedgewood Investors
Pennsylvania
$314K -$7.88K -300 -2%
Verition Fund Management
1206
Verition Fund Management
Connecticut
$314K +$314K +11,961 New
MMG
1207
Monetary Management Group
Missouri
$313K -$9.84K -375 -3%
BFIM
1208
Beese Fulmer Investment Management
Ohio
$313K – – –
ARTA
1209
A.R.T. Advisors
New York
$308K -$1.74M -66,561 -85%
MCM
1210
MAI Capital Management
Ohio
$307K -$21.2K -807 -6%
HBT
1211
Hills Bank & Trust
Iowa
$307K -$2.59K -99 -0.8%
Massachusetts Financial Services
1212
Massachusetts Financial Services
Massachusetts
$306K +$87.7K +3,345 +40%
HH
1213
Hilltop Holdings
Texas
$304K -$1.42K -54 -0.5%
EWA
1214
Exencial Wealth Advisors
Oklahoma
$302K +$904 +36 +0.3%
ACM
1215
Alpha Capital Management
Texas
$301K – – –
MSR
1216
Main Street Research
Connecticut
$301K – – –
JWBC
1217
J.W. Burns & Co
New York
$300K +$11.9K +453 +4%
ST
1218
Stifel Trust
Missouri
$299K -$3.08K -117 -1%
PC
1219
Pecaut & Co
Iowa
$299K +$299K +11,400 New
OAM
1220
Oberweis Asset Management
Illinois
$297K -$3.47K -132 -1%
AIM
1221
Allen Investment Management
New York
$297K – – –
MSU
1222
Maple Securities USA
New Jersey
$296K -$14.8M -563,364 -98%
Manulife (Manufacturers Life Insurance)
1223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$295K -$42.9K -1,634,361 -13%
BBPWM
1224
Blue Bell Private Wealth Management
Pennsylvania
$295K +$295K +11,250 New
HCM
1225
Hollencrest Capital Management
California
$294K +$294K +11,172 New
47 48
49
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