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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 %
RW
1251
Rand Wealth
Maryland
$243K +$44.6K +1,755 +23%
HC
1252
Hendley & Co
Ohio
$242K – – –
BRWM
1253
B. Riley Wealth Management
Tennessee
$242K +$242K +9,507 New
CA
1254
CapWealth Advisors
Tennessee
$240K -$30.6K -1,200 -11%
AWA
1255
AmeriServ Wealth Advisors
Pennsylvania
$238K -$336K -13,203 -59%
BBNB
1256
Baker Boyer National Bank
Washington
$238K – – –
FPCM
1257
Financial Partners Capital Management
New York
$237K -$32.9K -1,290 -12%
EIP
1258
Epoch Investment Partners
New York
$236K -$23.5M -922,950 -99%
TNB
1259
Thomasville National Bank
Georgia
$235K +$16.1K +630 +7%
CT
1260
Coastline Trust
Rhode Island
$234K – – –
ECM
1261
Estabrook Capital Management
New York
$232K -$52.7K -2,070 -18%
OA
1262
Oxbow Advisors
Texas
$231K -$290K -11,391 -56%
PO
1263
Private Ocean
California
$231K +$214K +8,400 +1,244%
HI
1264
Hudock Inc
Pennsylvania
$230K -$153 -6 -0.1%
CTI
1265
Community Trust & Investment
Kentucky
$227K -$5.34M -209,760 -96%
NDSI
1266
Newman Dignan & Sheerar Inc
Rhode Island
$227K -$15.3K -600 -6%
MSU
1267
Maple Securities USA
New Jersey
$226K -$61.4K -2,412 -21%
SCM
1268
Stonebridge Capital Management
California
$226K -$9.73K -381 -4%
IFB
1269
iAB Financial Bank
Indiana
$225K +$225K +8,850 New
AMIM
1270
Aull & Monroe Investment Management
Alabama
$224K -$2.6K -102 -1%
EAM
1271
Evanson Asset Management
California
$222K +$77 +3 +0%
LWM
1272
Lenox Wealth Management
Ohio
$221K -$34.3K -1,344 -13%
BOS
1273
Bank of Stockton
California
$221K -$27.3K -1,071 -11%
PWAP
1274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$221K – – –
RCM
1275
RNC Capital Management
California
$220K -$107K -4,200 -33%
49 50
51
52 53