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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 %
UFG
1226
United Fire Group
Iowa
$268K – – –
NSIM
1227
North Star Investment Management
Illinois
$268K +$1.45K +57 +0.5%
CRC
1228
Curi RMB Capital
Illinois
$267K +$35.4K +1,386 +15%
ITIM
1229
Indiana Trust & Investment Management
Indiana
$264K -$7.64K -300 -3%
PWM
1230
ParenteBeard Wealth Management
Pennsylvania
$263K -$6.88K -270 -3%
FFA
1231
First Foundation Advisors
California
$263K -$67K -2,628 -20%
NYLT
1232
New York Life Trust
New York
$263K +$12.1K +477 +5%
Tudor Investment Corp
1233
Tudor Investment Corp
Connecticut
$262K +$262K +10,275 New
GAM
1234
Gould Asset Management
California
$261K +$261K +10,239 New
GAM
1235
Garrison Asset Management
Arkansas
$259K +$26.8K +1,053 +12%
SWM
1236
Segment Wealth Management
Texas
$258K +$13.1K +513 +5%
RFA
1237
Reilly Financial Advisors
California
$258K +$113K +4,440 +78%
GP
1238
Girard Partners
Pennsylvania
$257K -$78.9K -3,093 -23%
TWM
1239
Torch Wealth Management
Ohio
$256K – – –
WG
1240
Welch Group
Alabama
$255K +$763 +30 +0.3%
PVWM
1241
Point View Wealth Management
New Jersey
$253K – – –
AB
1242
Atlas Brown
Kentucky
$252K – – –
ECM
1243
EagleClaw Capital Management
Massachusetts
$252K +$252K +9,900 New
TC
1244
Telemus Capital
Michigan
$251K -$1.68K -66 -0.7%
KL
1245
Kinsight LLC
Alabama
$251K – – –
ICM
1246
IMS Capital Management
Oregon
$249K +$42.3K +1,659 +20%
SIG
1247
Sky Investment Group
Connecticut
$247K +$1.15K +45 +0.5%
SM
1248
Stratton Management
Pennsylvania
$245K -$23K -900 -9%
RCM
1249
Reynolds Capital Management
Nevada
$245K – – –
LIA
1250
LBMC Investment Advisors
Tennessee
$244K – – –
48 49
50
51 52