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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 %
MIM
1376
Macroview Investment Management
Maryland
$6K -$12.8K -480 -68%
LFR
1377
Lehman Financial Resources
Pennsylvania
$6K – – –
PCTC
1378
Perkins Coie Trust Company
Washington
$6K – – –
SGAM
1379
Smith Group Asset Management
Texas
$5K -$1.17K -42 -19%
Winslow Capital Management
1380
Winslow Capital Management
Minnesota
$4K +$4K +168 New
FPCG
1381
Fort Pitt Capital Group
Pennsylvania
$1.46K -$77 -3 -5%
TDC
1382
Thompson Davis & Co
Virginia
$1K +$1K +48 New
SCP
1383
Syntal Capital Partners
Texas
$357 +$357 +14,163 New
EA
1384
Euclid Advisors
Connecticut
– -$67.2M -2,562,630 Closed
SIA
1385
Sit Investment Associates
Minnesota
– -$41.2M -1,571,370 Closed
DKCM
1386
Davidson Kempner Capital Management
New York
– -$15M -573,600 Closed
MC
1387
Maplelane Capital
New York
– -$10.4M -396,600 Closed
MSU
1388
Mizuho Securities USA
New York
– -$8.88M -338,604 Closed
DSA
1389
Davis Selected Advisers
Arizona
– -$6.02M -229,503 Closed
Boston Partners
1390
Boston Partners
Massachusetts
– -$5.77M -219,792 Closed
KA
1391
Kerrisdale Advisers
Florida
– -$5.76M -219,099 Closed
CCM
1392
Century Capital Management
Massachusetts
– -$5.1M -194,559 Closed
MAM
1393
Mastrapasqua Asset Management
Tennessee
– -$4.9M -186,657 Closed
Walleye Trading
1394
Walleye Trading
New York
– -$4.66M -177,756 Closed
PP
1395
Paloma Partners
Connecticut
– -$4M -152,379 Closed
MIG
1396
Mariner Investment Group
New York
– -$3.54M -135,009 Closed
SSWM
1397
Smith Salley Wealth Management
North Carolina
– -$3.3M -125,694 Closed
KCMRT
1398
Kemper Corp Master Retirement Trust
Illinois
– -$3.17M -120,900 Closed
CMBA
1399
C.M. Bidwell & Associates
Hawaii
– -$3.03M -115,350 Closed
GCP
1400
GSA Capital Partners
United Kingdom
– -$3.01M -114,627 Closed
54 55
56
57 58