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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 %
LWM
1251
Lenox Wealth Management
Ohio
$262K +$262K +10,002 New
CPO
1252
Cerity Partners OCIO
New York
$260K – – –
TC
1253
Telemus Capital
Michigan
$260K +$4.96K +189 +2%
PVWM
1254
Point View Wealth Management
New Jersey
$260K +$260K +9,915 New
AB
1255
Atlas Brown
Kentucky
$259K +$10K +381 +4%
NYLT
1256
New York Life Trust
New York
$258K -$2.44K -93 -0.9%
KL
1257
Kinsight LLC
Alabama
$258K – – –
BOS
1258
Bank of Stockton
California
$255K – – –
CCMG
1259
Clark Capital Management Group
Pennsylvania
$255K +$255K +9,729 New
SWM
1260
Segment Wealth Management
Texas
$253K – – –
SIG
1261
Sky Investment Group
Connecticut
$253K +$253K +9,648 New
RCM
1262
Reynolds Capital Management
Nevada
$252K +$7.88K +300 +3%
LIA
1263
LBMC Investment Advisors
Tennessee
$251K – – –
HC
1264
Hendley & Co
Ohio
$249K -$11.8K -450 -5%
NFGCM
1265
Norman Fields Gottscho Capital Management
New York
$249K – – –
NES
1266
New England Securities
New York
$249K +$36K +1,368 +17%
MCC
1267
Mid Continent Capital
Illinois
$248K – – –
RMDI
1268
R.M. Davis Inc
Maine
$246K -$40.6K -1,548 -14%
BBNB
1269
Baker Boyer National Bank
Washington
$245K – – –
BFA
1270
Beaumont Financial Advisors
Massachusetts
$244K +$7.3K +279 +3%
SCM
1271
Stonebridge Capital Management
California
$242K -$31.2K -1,191 -11%
SCG
1272
Strategic Capital Group
Washington
$242K – – –
MFBTD
1273
MB Financial Bank - Trust Department
Illinois
$241K -$3.95K -150 -2%
CT
1274
Coastline Trust
Rhode Island
$240K – – –
GAM
1275
Garrison Asset Management
Arkansas
$239K – – –
49 50
51
52 53