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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 %
RCM
201
Riverhead Capital Management
Delaware
$39.1M -$8.86M -347,613 -18%
Artisan Partners
202
Artisan Partners
Wisconsin
$38.9M +$38.9M +1,526,667 New
B
203
Baird
Wisconsin
$38.9M -$364K -14,280 -0.9%
PP
204
Prospector Partners
Connecticut
$38.5M +$6M +235,500 +18%
MNA
205
Manning & Napier Advisors
New York
$37.6M -$2.72M -106,680 -7%
KCM
206
Kornitzer Capital Management
Kansas
$37M +$3.48M +136,620 +10%
BCM
207
Becker Capital Management
Oregon
$36.6M +$3.11M +121,971 +9%
Nomura Holdings
208
Nomura Holdings
Japan
$36M +$21.4M +839,232 +146%
CI
209
Cincinnati Insurance
Ohio
$36M – – –
HCM
210
Huber Capital Management
California
$36M +$359K +14,100 +1%
HIMCH
211
Hartford Investment Management Co (HIMCO)
Connecticut
$36M -$350K -13,728 -1%
MSA
212
Mason Street Advisors
Wisconsin
$35.6M -$2.39M -93,960 -6%
GT
213
Glenmede Trust
Pennsylvania
$35.6M -$937K -36,789 -3%
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$35.2M -$7.44M -292,215 -17%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$34.9M -$2.13M -83,709 -6%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$34.8M – – –
KeyBank National Association
217
KeyBank National Association
Ohio
$34.7M -$1.61M -63,339 -4%
ZIM
218
Zacks Investment Management
Illinois
$34.6M +$24.5M +960,450 +242%
OA
219
OFI Advisors
Pennsylvania
$34.4M +$3.68M +144,291 +12%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$34.1M -$45.9K -1,800 -0.1%
WHG
221
Westwood Holdings Group
Texas
$33.6M +$57.3K +2,250 +0.2%
ProShare Advisors
222
ProShare Advisors
Maryland
$32.7M +$2.24M +88,068 +7%
LCOV
223
London Company of Virginia
Virginia
$32.6M -$601K -23,580 -2%
EIM
224
ExxonMobil Investment Management
Texas
$32.4M +$196K +7,677 +0.6%
VAM
225
Vontobel Asset Management
New York
$32.1M -$55.7M -2,188,044 -63%
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