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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 %
ST
1351
SpiderRock Trading
Illinois
$23K – – –
JFA
1352
JNBA Financial Advisors
Minnesota
$23K – – –
LFG
1353
LifePlan Financial Group
Ohio
$23K – – –
ECM
1354
ETrade Capital Management
Virginia
$21K -$89.6K -3,519 -81%
AWM
1355
Avior Wealth Management
Nebraska
$21K +$21K +840 New
SAM
1356
Shamrock Asset Management
Texas
$21K +$21K +843 New
JT
1357
Jump Trading
Illinois
$20K +$20K +780 New
IRS
1358
Invictus RG (Singapore)
Singapore
$20K +$20K +786 New
IC
1359
IKOS CIF
Cyprus
$19K -$58.3K -2,319 -75%
GXMC
1360
Global X Management Company
New York
$19K -$6.49K -252 -25%
OFS
1361
Orrstown Financial Services
Pennsylvania
$19K – – –
FIG
1362
Fusion Investment Group
Pennsylvania
$19K – – –
HF
1363
Hoxton Financial
West Virginia
$15K -$112K -4,491 -88%
AIM
1364
Acuity Investment Management
Ontario, Canada
$15K – – –
NC
1365
NewSquare Capital
Pennsylvania
$15K – – –
CP
1366
Corbenic Partners
Pennsylvania
$15K – – –
WAM
1367
Wallington Asset Management
Indiana
$14K – – –
TCM
1368
TD Capital Management
Tennessee
$13K +$77 +3 +0.6%
EWM
1369
Edge Wealth Management
New York
$10K -$172K -6,720 -95%
WA
1370
Winfield Associates
Ohio
$10K +$10K +405 New
AA
1371
AlphaMark Advisors
Kentucky
$9K -$15.5K -600 -63%
CAW
1372
Cornerstone Advisors (Washington)
Washington
$8K +$8K +315 New
NIM
1373
NuWave Investment Management
New Jersey
$7K -$353K -13,470 -98%
LWA
1374
Lenox Wealth Advisors
New York
$7K -$3.25K -135 -32%
HP
1375
Hikari Power
Japan
$6.63K +$6.63K +260,100 New
53 54
55
56 57