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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$249M
2
Deutsche Bank
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$283M
4
BA
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1276
Curi RMB Capital
Illinois
$238K -$31.3K -1,191 -12%
HI
1277
Hudock Inc
Pennsylvania
$237K +$20.1K +765 +9%
KPCM
1278
Kings Point Capital Management
New York
$236K – – –
AMIM
1279
Aull & Monroe Investment Management
Alabama
$234K – – –
WFMPM
1280
Woodley Farra Manion Portfolio Management
Indiana
$231K +$3.62K +138 +2%
SL
1281
Summitry LLC
California
$229K +$5.91K +225 +3%
FCBT
1282
First Citizens Bank & Trust
North Carolina
$228K -$11.9M -452,079 -98%
PWAP
1283
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$228K – – –
EAM
1284
Evanson Asset Management
California
$228K +$228K +8,700 New
KFA
1285
Kelleher Financial Advisors
New York
$227K – – –
TNB
1286
Thomasville National Bank
Georgia
$225K +$225K +8,580 New
DDPIC
1287
Deroy & Devereaux Private Investment Counsel
Michigan
$224K +$224K +8,550 New
HCM
1288
HM Capital Management
Missouri
$224K +$224K +8,808 New
FIM
1289
Freedom Investment Management
Connecticut
$221K +$5.11K +195 +2%
NAMP
1290
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K +$219K +8,340 New
BA
1291
Bridgewater Advisors
New York
$219K +$219K +8,343 New
GT
1292
Greenleaf Trust
Michigan
$216K -$160K -6,117 -43%
EA
1293
Elm Advisors
California
$216K +$216K +8,250 New
SAM
1294
Strategy Asset Managers
California
$215K – – –
SHWM
1295
Smith & Howard Wealth Management
Georgia
$215K +$55.8K +2,130 +35%
MFW
1296
Meristem Family Wealth
Minnesota
$215K +$215K +8,178 New
ICM
1297
IMS Capital Management
Oregon
$213K -$462K -17,592 -68%
TCM
1298
Telos Capital Management
California
$213K -$37.3K -1,428 -15%
HPBT
1299
High Point Bank & Trust
North Carolina
$211K -$3.93K -150 -2%
WA
1300
WealthTrust-Arizona
Arizona
$210K -$1.89K -72 -0.9%
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