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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
1
Wellington Management Group
Massachusetts
$1.5B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M
3
Dodge & Cox
3
Dodge & Cox
California
$1.32B
4
Bank of America
4
Bank of America
North Carolina
$1.26B
5
Victory Capital Management
5
Victory Capital Management
Texas
$124M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$249M
2
Deutsche Bank
2
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$283M
4
BA
4
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
5
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1226
Estabrook Capital Management
New York
$294K – – –
GIP
1227
Granite Investment Partners
California
$292K -$28.3K -1,080 -9%
LNC
1228
Lincoln National Corp
Pennsylvania
$290K +$290K +11,040 New
BBI
1229
Baxter Bros Inc
Connecticut
$290K +$290K +11,067 New
BTCR
1230
Bankers Trust Cedar Rapids
Iowa
$289K -$45.4K -1,728 -14%
FAM
1231
Formidable Asset Management
Ohio
$286K – – –
GAG
1232
GM Advisory Group
New York
$286K +$286K +10,893 New
CAM
1233
Cypress Asset Management
Texas
$285K +$24.3K +927 +9%
PFC
1234
Phocas Financial Corp
California
$283K -$8.89K -339 -3%
WIC
1235
Wilkins Investment Counsel
Massachusetts
$281K -$1.97K -75 -0.7%
DS
1236
DRW Securities
Illinois
$281K +$281K +10,719 New
KB
1237
Kimelman & Baird
New York
$279K -$157K -6,000 -36%
ITIM
1238
Indiana Trust & Investment Management
Indiana
$279K +$7.07K +270 +3%
CA
1239
CapWealth Advisors
Tennessee
$279K +$22.3K +849 +9%
FPCM
1240
Financial Partners Capital Management
New York
$278K -$3.47M -132,150 -93%
PWM
1241
ParenteBeard Wealth Management
Pennsylvania
$278K -$52.8K -2,016 -16%
WCM
1242
Windsor Capital Management
Arizona
$278K +$24.4K +930 +10%
SM
1243
Stratton Management
Pennsylvania
$275K -$15.7K -600 -5%
UFG
1244
United Fire Group
Iowa
$275K – – –
SC
1245
Saiers Capital
New York
$275K +$275K +10,500 New
NSIM
1246
North Star Investment Management
Illinois
$274K – – –
CPA
1247
Cowen Prime Advisors
New York
$272K -$2.92K -111 -1%
FNFDCM
1248
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$268K – – –
TWM
1249
Torch Wealth Management
Ohio
$264K +$264K +10,050 New
WG
1250
Welch Group
Alabama
$262K – – –
48 49
50
51 52