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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 %
MAS
1326
Madden Advisory Services
Florida
$64K +$4.28K +168 +7%
FMP
1327
Financial Management Professionals
Texas
$63K -$305 -12 -0.5%
WCM
1328
Wealthcare Capital Management
Virginia
$58K – – –
PIM
1329
Parasol Investment Management
Illinois
$58K +$25.3K +996 +77%
KTC
1330
Kistler-Tiffany Companies
Pennsylvania
$57K – – –
CG
1331
Colony Group
Massachusetts
$57K +$17.4K +684 +44%
DLG
1332
Daniel L. Goodwin
$54K +$54K +2,100 New
HCM
1333
Highlander Capital Management
New Jersey
$52K – – –
CFN
1334
Cordasco Financial Network
Florida
$50K – – –
ACM
1335
Antonetti Capital Management
Florida
$46K -$16.9K -660 -27%
SMG
1336
Spectrum Management Group
Indiana
$46K – – –
CL
1337
CFS LLC
Oklahoma
$44K – – –
MBT
1338
Monroe Bank & Trust
Michigan
$44K – – –
AA
1339
Apriem Advisors
California
$41K +$77 +3 +0.2%
CWM
1340
Cranbrook Wealth Management
Michigan
$39K -$39K -1,521 -50%
CFSG
1341
Community Financial Services Group
Vermont
$38K +$38K +1,473 New
ACM
1342
Axel Capital Management
New York
$34K – – –
BAM
1343
Brave Asset Management
New Jersey
$31K – – –
ARMC
1344
American Research & Management Company
Massachusetts
$31K – – –
BWFA
1345
Baltimore-Washington Financial Advisors
Maryland
$31K – – –
AII
1346
AGF Investments Inc
Ontario, Canada
$31K +$7.75K +300 +33%
BOK
1347
Bank of Kentucky
Kentucky
$29K -$20.6K -801 -42%
MUMSS
1348
Mitsubishi UFJ Morgan Stanley Securities
Japan
$29K -$15.3K -600 -34%
KLWA
1349
Kelly Lawrence W & Associates
California
$29K +$5.82K +222 +25%
OC
1350
Oakworth Capital
Alabama
$27K – – –
52 53
54
55 56