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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 %
CCM
1351
Credo Capital Management
Maryland
$65K +$23.1K +885 +55%
MAS
1352
Madden Advisory Services
Florida
$62K – – –
BKBG
1353
BHF Kleinwort Benson Group
Belgium
$61K – – –
WCM
1354
Wealthcare Capital Management
Virginia
$60K – – –
NCM
1355
Nelson Capital Management
California
$59K – – –
KTC
1356
Kistler-Tiffany Companies
Pennsylvania
$59K +$4.28K +162 +8%
HCM
1357
Highlander Capital Management
New Jersey
$53.5K – – –
BOK
1358
Bank of Kentucky
Kentucky
$51K – – –
CFN
1359
Cordasco Financial Network
Florida
$51K +$51K +1,950 New
PIA
1360
Piedmont Investment Advisors
North Carolina
$49.6K -$68.8K -2,622 -58%
SMG
1361
Spectrum Management Group
Indiana
$48K +$48K +1,815 New
MUMSS
1362
Mitsubishi UFJ Morgan Stanley Securities
Japan
$46K +$18.2K +690 +66%
MBT
1363
Monroe Bank & Trust
Michigan
$45K -$106K -4,080 -70%
CL
1364
CFS LLC
Oklahoma
$45K – – –
AA
1365
Apriem Advisors
California
$42K – – –
VCM
1366
Vigilant Capital Management
Maine
$41K +$15.8K +600 +63%
CG
1367
Colony Group
Massachusetts
$41K +$41K +1,557 New
MDCM
1368
Morgan Dempsey Capital Management
Wisconsin
$36K -$25.3K -960 -41%
ACM
1369
Axel Capital Management
New York
$35K – – –
PIM
1370
Parasol Investment Management
Illinois
$34K +$34K +1,287 New
ARMC
1371
American Research & Management Company
Massachusetts
$31K – – –
BAM
1372
Brave Asset Management
New Jersey
$31K +$31K +1,200 New
BWFA
1373
Baltimore-Washington Financial Advisors
Maryland
$31K +$31K +1,200 New
TCCM
1374
Timber Creek Capital Management
Massachusetts
$28K +$10K +390 +56%
AP
1375
Advisors Preferred
Maryland
$27K +$27K +1,047 New
53 54
55
56 57