WMT icon

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 %
PC
1201
Pecaut & Co
Iowa
$290K – – –
NYLIM
1202
New York Life Investment Management
New York
$290K +$290K +11,400 New
MMG
1203
Monetary Management Group
Missouri
$289K -$15.3K -600 -5%
MSR
1204
Main Street Research
Connecticut
$288K -$3.82K -150 -1%
OAM
1205
Oberweis Asset Management
Illinois
$288K +$153 +6 +0.1%
LNC
1206
Lincoln National Corp
Pennsylvania
$288K +$6.88K +270 +2%
MWAC
1207
Mariner Wealth Advisors (Cincinnati)
Ohio
$287K -$32.3K -1,269 -10%
BBPWM
1208
Blue Bell Private Wealth Management
Pennsylvania
$287K – – –
CCMG
1209
Clark Capital Management Group
Pennsylvania
$287K +$39.3K +1,545 +16%
MLL
1210
Moody Lynn & Lieberson
Massachusetts
$285K -$33.7K -1,320 -11%
Verition Fund Management
1211
Verition Fund Management
Connecticut
$284K -$20.5K -807 -7%
GIP
1212
Granite Investment Partners
California
$284K – – –
AF
1213
Allworth Financial
California
$282K -$29.3K -1,152 -9%
HBT
1214
Hills Bank & Trust
Iowa
$280K -$18.7K -735 -6%
JWBC
1215
J.W. Burns & Co
New York
$280K -$11.5K -450 -4%
NPF
1216
Norris Perne & French
Michigan
$277K -$134K -5,247 -33%
CAM
1217
Cypress Asset Management
Texas
$277K – – –
ST
1218
Stifel Trust
Missouri
$275K -$15.3K -600 -5%
WIC
1219
Wilkins Investment Counsel
Massachusetts
$273K – – –
MCC
1220
Mid Continent Capital
Illinois
$273K +$32.3K +1,269 +13%
MCM
1221
MAI Capital Management
Ohio
$272K -$26.2K -1,029 -9%
W
1222
Wealthfront
California
$272K +$272K +10,611 New
KB
1223
Kimelman & Baird
New York
$271K – – –
CPO
1224
Cerity Partners OCIO
New York
$271K +$17.8K +696 +7%
GAG
1225
GM Advisory Group
New York
$268K -$15.6K -600 -6%
47 48
49
50 51