WMT icon

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 %
HF
1326
Hoxton Financial
West Virginia
$134K +$134K +5,091 New
CCS
1327
Crosspoint Capital Strategies
California
$133K +$133K +5,304 New
M
1328
MOTCO
Texas
$129K -$88.9K -3,390 -41%
PFA
1329
Paradigm Financial Advisors
Missouri
$124K +$124K +4,725 New
FNBSF
1330
First National Bank Sioux Falls
South Dakota
$122K – – –
ECM
1331
ETrade Capital Management
Virginia
$114K +$21.3K +810 +23%
BCM
1332
Blume Capital Management
California
$114K +$114K +4,365 New
IMS
1333
Index Management Solutions
Pennsylvania
$111K -$32.7K -1,245 -23%
CFG
1334
CKW Financial Group
Hawaii
$109K +$109K +4,137 New
BAM
1335
Barrett Asset Management
New York
$106K – – –
AC
1336
Alexandria Capital
Virginia
$103K -$11.4K -435 -10%
CBT
1337
Central Bank & Trust
Kentucky
$99K – – –
EWM
1338
Elite Wealth Management
Washington
$96K -$854K -32,577 -90%
CEMP
1339
Compass Efficient Model Portfolios
Tennessee
$89K +$82.7K +3,156 +1,315%
Twin Tree Management
1340
Twin Tree Management
Texas
$87K -$191K -7,275 -69%
DOA
1341
D'Orazio & Associates
Virginia
$87K +$87K +3,330 New
CWM
1342
Cranbrook Wealth Management
Michigan
$80K +$80K +3,042 New
HCP
1343
Holt Capital Partners
Texas
$79K +$79K +3,000 New
IC
1344
IKOS CIF
Cyprus
$79K +$79K +3,075 New
RIA
1345
Regal Investment Advisors
Michigan
$77K -$74K -2,832 -49%
WOC
1346
West Oak Capital
California
$74.8K – – –
CAL
1347
Capital Analysts LLC
Pennsylvania
$74.8K +$11.8K +450 +19%
GI
1348
Gradient Investments
Minnesota
$74K +$1.88K +72 +3%
ACM
1349
Antonetti Capital Management
Florida
$65K -$49.9K -1,890 -43%
FMP
1350
Financial Management Professionals
Texas
$65K – – –
52 53
54
55 56