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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 %
KPCM
1301
Kings Point Capital Management
New York
$172K -$57.2K -2,250 -25%
S
1302
SignatureFD
Georgia
$164K -$143K -5,607 -47%
M
1303
MOTCO
Texas
$157K +$31.7K +1,245 +25%
RCWMU
1304
Rothschild & Co Wealth Management (UK)
United Kingdom
$153K +$153K +6,000 New
PAS
1305
Partnervest Advisory Services
California
$152K -$14.1K -555 -8%
HFM
1306
Hartford Financial Management
Connecticut
$135K – – –
CCS
1307
Crosspoint Capital Strategies
California
$135K – – –
MWP
1308
MYCIO Wealth Partners
Pennsylvania
$131K -$15.1K -594 -10%
PFA
1309
Paradigm Financial Advisors
Missouri
$127K +$6.21K +243 +5%
FNBSF
1310
First National Bank Sioux Falls
South Dakota
$116K -$2.67K -105 -2%
FCCM
1311
First City Capital Management
Georgia
$113K +$113K +4,425 New
BCM
1312
Blume Capital Management
California
$111K – – –
TFO
1313
Tarbox Family Office
California
$108K -$33.5K -1,305 -24%
CFG
1314
CKW Financial Group
Hawaii
$107K – – –
BAM
1315
Barrett Asset Management
New York
$106K +$3.05K +120 +3%
CBT
1316
Central Bank & Trust
Kentucky
$96K – – –
AC
1317
Alexandria Capital
Virginia
$94K -$5.72K -225 -6%
DOA
1318
D'Orazio & Associates
Virginia
$85K – – –
CAL
1319
Capital Analysts LLC
Pennsylvania
$84.1K +$11.5K +450 +16%
GI
1320
Gradient Investments
Minnesota
$81K +$8.45K +330 +12%
EWM
1321
Elite Wealth Management
Washington
$80K -$13K -513 -14%
HCP
1322
Holt Capital Partners
Texas
$76K – – –
WOC
1323
West Oak Capital
California
$72.6K – – –
NCM
1324
Nelson Capital Management
California
$67K +$9.9K +390 +17%
PIA
1325
Piedmont Investment Advisors
North Carolina
$66.5K +$18.3K +720 +38%
51 52
53
54 55