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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 %
GAM
1276
Gemmer Asset Management
California
$218K +$218K +8,568 New
HP
1277
HT Partners
Connecticut
$217K -$1.52M -59,562 -87%
RMDI
1278
R.M. Davis Inc
Maine
$214K -$25.5K -999 -11%
NAMP
1279
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$212K – – –
BA
1280
Bridgewater Advisors
New York
$210K -$2.6K -102 -1%
FNFDCM
1281
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K -$51K -2,001 -20%
WFMPM
1282
Woodley Farra Manion Portfolio Management
Indiana
$209K -$15.3K -600 -7%
GT
1283
Greenleaf Trust
Michigan
$209K -$1.07K -42 -0.5%
SAM
1284
Strategy Asset Managers
California
$209K – – –
SHWM
1285
Smith & Howard Wealth Management
Georgia
$209K – – –
MFBTD
1286
MB Financial Bank - Trust Department
Illinois
$208K -$25.5K -1,002 -11%
AL
1287
Airain Ltd
Guernsey
$207K -$172K -6,726 -45%
CL
1288
CPWM LLC
Washington
$207K +$207K +8,112 New
AIA
1289
Arbor Investment Advisors
North Carolina
$207K +$207K +8,142 New
SL
1290
Summitry LLC
California
$206K -$15.6K -615 -7%
TCM
1291
Tetrem Capital Management
Manitoba, Canada
$206K +$30.8K +1,209 +18%
WA
1292
WealthTrust-Arizona
Arizona
$204K – – –
RIA
1293
Regal Investment Advisors
Michigan
$201K +$126K +4,929 +167%
FIM
1294
Freedom Investment Management
Connecticut
$200K -$14.8K -582 -7%
TCM
1295
Telos Capital Management
California
$200K -$7.65K -300 -4%
PR
1296
Payden & Rygel
California
$200K – – –
HDIM
1297
Hanson & Doremus Investment Management
Vermont
$191K -$11.5K -450 -6%
LOCB
1298
Lombard Odier & Cie (Bahamas)
Bahamas
$183K -$1.19M -46,800 -87%
FSA
1299
Franklin Street Advisors
North Carolina
$183K -$149K -5,850 -45%
Manulife (Manufacturers Life Insurance)
1300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174K -$112K -4,401,669 -39%
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