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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$51.8M -$2.75M -104,766 -5%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$51.6M +$18.2M +695,244 +55%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$51.4M -$1.85M -70,707 -3%
ELC
179
Edgar Lomax Company
Virginia
$50.7M +$3.75M +142,800 +8%
HFS
180
HL Financial Services
Kentucky
$50.7M +$2.6M +98,979 +5%
IRF
181
IBM Retirement Fund
New York
$50.7M -$1.78M -67,782 -3%
RCM
182
Riverhead Capital Management
Delaware
$49.3M -$518K -19,761 -1%
HCM
183
Highbridge Capital Management
New York
$49.2M +$8.82M +336,285 +22%
FQ
184
First Quadrant
California
$48.8M +$1.87M +71,400 +4%
SWITC
185
Stewart West Indies Trading Company
Colorado
$48.8M – – –
KCM
186
Kames Capital Management
United Kingdom
$47.9M -$5.99M -228,522 -11%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47.3M +$4.65M +177,300 +11%
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$46.8M -$292K -11,151 -0.6%
ERSOT
189
Employees Retirement System of Texas
Texas
$46.8M +$4.64M +177,000 +11%
AIG
190
American International Group
New York
$46.7M +$857K +32,673 +2%
SAM
191
Shell Asset Management
Netherlands
$46.6M +$1.55M +59,229 +3%
FMI
192
Factory Mutual Insurance
Massachusetts
$45.3M -$10.8M -411,000 -19%
TAM
193
Tocqueville Asset Management
New York
$44.9M -$3.44M -131,028 -7%
TSU
194
TD Securities (USA)
New York
$44.9M +$1.06M +40,497 +2%
Luther King Capital Management (LKCM)
195
Luther King Capital Management (LKCM)
Texas
$43.9M -$2.15M -81,966 -5%
CCM
196
Check Capital Management
California
$42.5M -$8.06M -307,260 -16%
CBCM
197
Cook & Bynum Capital Management
Alabama
$41.7M – – –
MNA
198
Manning & Napier Advisors
New York
$41.5M -$2.12M -80,856 -5%
SIA
199
Sit Investment Associates
Minnesota
$41.2M -$2.74M -104,490 -6%
AG
200
Aperio Group
California
$41.2M -$34M -1,380,762 Closed
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