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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 %
PRCM
1426
Pine River Capital Management
Minnesota
– -$3.66M -148,476 Closed
Parallax Volatility Advisers
1427
Parallax Volatility Advisers
California
– -$3.62M -146,967 Closed
CIM
1428
Confluence Investment Management
Missouri
– -$3.1M -125,775 Closed
PAM
1429
Paradigm Asset Management
New York
– -$2.84M -115,200 Closed
CWP
1430
Capital Wealth Planning
Florida
– -$2.67M -108,135 Closed
FAAM
1431
First Allied Asset Management
California
– -$2.58M -107,655 Closed
BCMU
1432
BlueCrest Capital Management (UK)
Guernsey
– -$2.59M -105,000 Closed
JGC
1433
J. Goldman & Co
New York
– -$2.22M -90,000 Closed
Jane Street
1434
Jane Street
New York
– -$2.15M -87,237 Closed
FAM
1435
Fortaleza Asset Management
Illinois
– -$1.72M -69,885 Closed
CSC
1436
Cove Street Capital
California
– -$1.26M -51,150 Closed
SCM
1437
Stux Capital Management
New York
– -$969K -39,300 Closed
BL
1438
Bolton LP
Connecticut
– -$908K -36,819 Closed
AssetMark Inc
1439
AssetMark Inc
California
– -$794K -32,214 Closed
LMF
1440
LMR Master Fund
Cayman Islands
– -$590K -23,943 Closed
RCM
1441
Rotella Capital Management
Washington
– -$520K -21,084 Closed
QIM
1442
Quantitative Investment Management
Virginia
– -$495K -20,100 Closed
SOAMC
1443
Spirit of America Management Corp
New York
– -$475K -19,272 Closed
LPC
1444
Loeb Partners Corp
New York
– -$444K -18,000 Closed
QC
1445
QCM Cayman
Texas
– -$343K -13,911 Closed
MMLI
1446
Massachusetts Mutual Life Insurance
Massachusetts
– -$333K -13,521 Closed
GVT
1447
Genesee Valley Trust
New York
– -$244K -9,891 Closed
MC
1448
Middleton & Co
Massachusetts
– -$212K -8,583 Closed
NI
1449
Numeric Investors
Massachusetts
– -$207K -8,400 Closed
MI
1450
Mercer Investments
Massachusetts
– -$163K -6,627 Closed
55 56 57
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