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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 %
WCM
201
Winton Capital Management
United Kingdom
$41.1M +$14.7M +560,703 +56%
SRIM
202
Saratoga Research & Investment Management
California
$40.5M +$2.08M +79,299 +5%
B
203
Baird
Wisconsin
$40.4M -$673K -25,641 -2%
LSV Asset Management
204
LSV Asset Management
Illinois
$39.2M -$153K -5,850 -0.4%
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.2M -$1.53M -58,200 -4%
MSA
206
Mason Street Advisors
Wisconsin
$39.1M +$1.95M +74,154 +5%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$38.2M +$13.5K +516 +0%
GT
208
Glenmede Trust
Pennsylvania
$37.6M +$41K +1,563 +0.1%
KeyBank National Association
209
KeyBank National Association
Ohio
$37.4M +$9.91M +377,697 +36%
HIMCH
210
Hartford Investment Management Co (HIMCO)
Connecticut
$37.4M -$3.12M -118,872 -8%
CI
211
Cincinnati Insurance
Ohio
$37.1M – – –
RJA
212
Raymond James & Associates
Florida
$36.9M +$1.49M +56,889 +4%
HCM
213
Huber Capital Management
California
$36.6M +$9.46M +360,600 +35%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$35.9M +$35.9M +1,367,298 New
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$35.1M +$11.9M +455,400 +52%
WHG
216
Westwood Holdings Group
Texas
$34.5M +$1.29M +49,200 +4%
BCM
217
Becker Capital Management
Oregon
$34.5M +$1.81M +68,985 +6%
KCM
218
Kornitzer Capital Management
Kansas
$34.5M -$181K -6,888 -0.5%
LCOV
219
London Company of Virginia
Virginia
$34.2M +$8.01M +305,466 +31%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$34M -$1.5M -57,321 -4%
PP
221
Prospector Partners
Connecticut
$33.4M -$1.94M -74,100 -5%
EIM
222
ExxonMobil Investment Management
Texas
$33.1M -$912K -34,785 -3%
KBC Group
223
KBC Group
Belgium
$32.9M -$6.28M -239,577 -16%
WM
224
WS Management
Florida
$32.6M +$378K +14,400 +1%
GF
225
Gerstein Fisher
New York
$32.5M +$16.4M +137,022 +102%
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