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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 %
SSWM
1301
Sheets Smith Wealth Management
North Carolina
$209K +$209K +7,950 New
MHIM
1302
MacNealy Hoover Investment Management
Ohio
$209K +$209K +7,950 New
TRCT
1303
Tower Research Capital (TRC)
New York
$208K -$2.19M -83,466 -91%
HDIM
1304
Hanson & Doremus Investment Management
Vermont
$208K – – –
PR
1305
Payden & Rygel
California
$206K – – –
PRHC
1306
P.R. Herzig & Co
New York
$205K -$7.89K -300 -4%
CI
1307
Chartist Inc
California
$205K +$205K +7,785 New
RW
1308
Rand Wealth
Maryland
$205K +$205K +7,800 New
VCAM
1309
Van Cleef Asset Management
Ohio
$203K +$203K +7,725 New
BFPW
1310
BOK Financial Private Wealth
Colorado
$201K +$201K +7,668 New
RPGK
1311
Retirement Planning Group (Kansas)
Kansas
$200K +$200K +7,626 New
ST
1312
Spot Trading
Illinois
$197K +$189K +7,200 +2,400%
SCM
1313
Stellar Capital Management
Arizona
$195K +$195K +7,440 New
MCM
1314
McKinley Capital Management
Alaska
$193K +$193K +7,353 New
PL
1315
Parkwood LLC
Ohio
$187K +$187K +7,125 New
EWM
1316
Edge Wealth Management
New York
$186K – – –
TCM
1317
Tetrem Capital Management
Manitoba, Canada
$180K +$27.8K +1,062 +18%
PAS
1318
Partnervest Advisory Services
California
$172K +$12.9K +492 +8%
Capital Research Global Investors
1319
Capital Research Global Investors
California
$170K +$170K +6,480 New
MWP
1320
MYCIO Wealth Partners
Pennsylvania
$150K +$9.42K +360 +7%
RFA
1321
Reilly Financial Advisors
California
$149K +$67.7K +2,580 +83%
Carson Wealth (CWM LLC)
1322
Carson Wealth (CWM LLC)
Nebraska
$146K +$108K +4,113 +280%
TFO
1323
Tarbox Family Office
California
$145K +$145K +5,514 New
DSI
1324
Daiwa SB Investments
Japan
$142K – – –
HFM
1325
Hartford Financial Management
Connecticut
$139K -$31.3K -1,200 -18%
51 52
53
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