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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 %
PCTC
1401
Perkins Coie Trust Company
Washington
$7K +$7K +255 New
SGAM
1402
Smith Group Asset Management
Texas
$6K -$5.51K -204 -48%
MIM
1403
Marco Investment Management
Georgia
$4.15K -$177 -6,750 -4%
DIA
1404
Denver Investment Advisors
Colorado
$3.21K -$420 -16,017 -12%
IFWM
1405
Institute for Wealth Management
Colorado
$3K – – –
NMIS
1406
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +60 New
PFM
1407
PacWest Financial Management
Arizona
$1.87K -$22 -846 -1%
FPCG
1408
Fort Pitt Capital Group
Pennsylvania
$1.58K – – –
EMA
1409
Efficient Market Advisors
California
$1K +$1K +39 New
MRCM
1410
M&R Capital Management
New Jersey
$276 +$6 +231 +2%
NDSI
1411
Newman Dignan & Sheerar Inc
Rhode Island
$249 +$249 +9,501 New
WTB
1412
Washington Trust Bank
Washington
$230 -$227K -9,213 Closed
UOC
1413
UBS O'Connor
Illinois
– -$41.7M -1,692,174 Closed
Two Sigma Advisers
1414
Two Sigma Advisers
New York
– -$14.8M -601,752 Closed
VNIM
1415
Vaughan Nelson Investment Management
Texas
– -$13.2M -533,400 Closed
LCM
1416
Lakewood Capital Management
New York
– -$10.6M -429,000 Closed
TH
1417
Timber Hill
Connecticut
– -$10.4M -421,611 Closed
GPSPJS
1418
General Pension Society PZU Joint Stock
Poland
– -$10.2M -413,100 Closed
CL
1419
CIM LLC
New York
– -$6.25M -253,332 Closed
Alyeska Investment Group
1420
Alyeska Investment Group
Illinois
– -$5.55M -225,000 Closed
AIM
1421
abrdn Investment Management
United Kingdom
– -$5.16M -209,304 Closed
Two Sigma Investments
1422
Two Sigma Investments
New York
– -$4.81M -195,099 Closed
NCM
1423
Nebula Capital Management
Connecticut
– -$4.46M -179,700 Closed
Jacobs Levy Equity Management
1424
Jacobs Levy Equity Management
New Jersey
– -$3.75M -152,100 Closed
GACM
1425
Green Arrow Capital Management
New York
– -$3.7M -150,000 Closed
55 56
57
58 59