WMT icon

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 %
LG
1401
Leuthold Group
Minnesota
– -$2.9M -110,451 Closed
TWI
1402
Thomas White International
Illinois
– -$2.29M -87,405 Closed
LMAM
1403
Legg Mason Asset Management
Japan
– -$1.98M -75,600 Closed
BS
1404
Bessemer Securities
New York
– -$1.83M -69,900 Closed
ACI
1405
Alpha Cubed Investments
California
– -$1.78M -67,890 Closed
JIM
1406
Jupiter Investment Management
United Kingdom
– -$1.42M -54,300 Closed
WI
1407
Wafra Inc
New York
– -$1.26M -47,850 Closed
SGH
1408
Schonfeld Group Holdings
New York
– -$1.25M -47,748 Closed
PG
1409
PEAK6 Group
Illinois
– -$1.08M -40,980 Closed
WMSA
1410
Weiss Multi-Strategy Advisers
New York
– -$1.07M -40,890 Closed
LAM
1411
Lingohr Asset Management
Germany
– -$1.04M -39,789 Closed
CPS
1412
Counsel Portfolio Services
Ontario, Canada
– -$1.03M -39,300 Closed
IAM
1413
ICM Asset Management
Washington
– -$1M -38,130 Closed
DCM
1414
Dynamic Capital Management
Jersey
– -$923K -35,184 Closed
RC
1415
Riversville Capital
Connecticut
– -$892K -33,996 Closed
ICRM
1416
Insight Capital Research & Management
California
– -$871K -33,219 Closed
TIA
1417
Trust Investment Advisors
Indiana
– -$868K -33,090 Closed
NBC
1418
Neuberger Berman Canada
Ontario, Canada
– -$860K -32,790 Closed
AAIM
1419
American Assets Investment Management
California
– -$811K -30,900 Closed
VNB
1420
Valley National Bancorp
New York
– -$755K -28,800 Closed
BWM
1421
Braver Wealth Management
Massachusetts
– -$738K -28,131 Closed
BPGAM
1422
BTG Pactual Global Asset Management
Bermuda
– -$660K -25,185 Closed
BCM
1423
BBT Capital Management
Texas
– -$613K -23,376 Closed
ACI
1424
Advance Capital I
Michigan
– -$433K -16,500 Closed
DCLA
1425
Douglas C. Lane & Associates
New York
– -$403K -15,378 Closed
55 56
57
58 59