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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 %
AIM
1426
Arcadia Investment Management
Michigan
– -$331K -12,630 Closed
MWM
1427
Modera Wealth Management
New Jersey
– -$322K -12,261 Closed
WCBA
1428
Weaver C. Barksdale & Associates
Tennessee
– -$319K -12,162 Closed
AIM
1429
Allen Investment Management
New York
– -$297K -11,313 Closed
BBI
1430
Baxter Bros Inc
Connecticut
– -$290K -11,067 Closed
PFC
1431
Phocas Financial Corp
California
– -$283K -10,791 Closed
SC
1432
Saiers Capital
New York
– -$275K -10,500 Closed
NFGCM
1433
Norman Fields Gottscho Capital Management
New York
– -$249K -9,501 Closed
HCM
1434
HM Capital Management
Missouri
– -$224K -8,808 Closed
FCBT
1435
First Citizens Bank & Trust
North Carolina
– -$228K -8,694 Closed
KFA
1436
Kelleher Financial Advisors
New York
– -$227K -8,649 Closed
DDPIC
1437
Deroy & Devereaux Private Investment Counsel
Michigan
– -$224K -8,550 Closed
EA
1438
Elm Advisors
California
– -$216K -8,250 Closed
MFW
1439
Meristem Family Wealth
Minnesota
– -$215K -8,178 Closed
MHIM
1440
MacNealy Hoover Investment Management
Ohio
– -$209K -7,950 Closed
SSWM
1441
Sheets Smith Wealth Management
North Carolina
– -$209K -7,950 Closed
PRHC
1442
P.R. Herzig & Co
New York
– -$205K -7,800 Closed
CI
1443
Chartist Inc
California
– -$205K -7,785 Closed
VCAM
1444
Van Cleef Asset Management
Ohio
– -$203K -7,725 Closed
BFPW
1445
BOK Financial Private Wealth
Colorado
– -$201K -7,668 Closed
RPGK
1446
Retirement Planning Group (Kansas)
Kansas
– -$200K -7,626 Closed
ST
1447
Spot Trading
Illinois
– -$197K -7,500 Closed
SCM
1448
Stellar Capital Management
Arizona
– -$195K -7,440 Closed
MCM
1449
McKinley Capital Management
Alaska
– -$193K -7,353 Closed
PL
1450
Parkwood LLC
Ohio
– -$187K -7,125 Closed
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