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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 %
OC
1376
Oakworth Capital
Alabama
$27K +$27K +1,062 New
GXMC
1377
Global X Management Company
New York
$26K – – –
AA
1378
AlphaMark Advisors
Kentucky
$25K +$9.18K +348 +58%
JFA
1379
JNBA Financial Advisors
Minnesota
$24K – – –
LFG
1380
LifePlan Financial Group
Ohio
$24K – – –
AII
1381
AGF Investments Inc
Ontario, Canada
$24K +$24K +900 New
KLWA
1382
Kelly Lawrence W & Associates
California
$23K +$23K +885 New
OFS
1383
Orrstown Financial Services
Pennsylvania
$20K – – –
FIG
1384
Fusion Investment Group
Pennsylvania
$20K +$20K +753 New
MIM
1385
Macroview Investment Management
Maryland
$18K – – –
FCT
1386
Family Capital Trust
Massachusetts
$18K – – –
PO
1387
Private Ocean
California
$18K +$18K +675 New
AIM
1388
Acuity Investment Management
Ontario, Canada
$16K -$4.67M -175,200 -100%
NC
1389
NewSquare Capital
Pennsylvania
$16K – – –
CP
1390
Corbenic Partners
Pennsylvania
$16K +$16K +600 New
WAM
1391
Wallington Asset Management
Indiana
$15K – – –
PWAG
1392
Polaris Wealth Advisory Group
California
$14K – – –
TCM
1393
TD Capital Management
Tennessee
$13K -$109K -4,227 -89%
ECM
1394
Exchange Capital Management
Michigan
$11K -$17.9K -660 -62%
LWA
1395
Lenox Wealth Advisors
New York
$11K -$1.63K -63 -13%
EU
1396
Emory University
Georgia
$9K – – –
WIC
1397
Willis Investment Counsel
Georgia
$8.07K +$283 +10,800 +4%
IAS
1398
INR Advisory Services
Pennsylvania
$8K +$8K +300 New
UB
1399
UMB Bank
Missouri
$7.62K -$457 -17,430 -6%
LFR
1400
Lehman Financial Resources
Pennsylvania
$7K – – –
54 55
56
57 58