WMT icon

Walmart
WMT

Overview Fund Activity

1,396 hedge funds and large institutions have $73B invested in Walmart in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 540 increasing their positions, 583 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+13
Holders Change %
+0.94%
% of All Funds
40.15%
Holding in Top 10
57
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25%
% of All Funds
1.64%
New
72
Increased
540
Reduced
583
Closed
52
Calls
$957M
Puts
$1.09B
Net Calls
-$135M
Net Calls Change
-$461M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$714M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$235M
3
SOMRS
State of Michigan Retirement System
Michigan
+$232M
4
State Street
State Street
Massachusetts
+$173M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$168M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$575M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$229M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$185M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$119M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$29.3M -$119M -4,763,949 -80%
RAM
227
RWC Asset Management
United Kingdom
$29.2M +$2.55M +102,075 +10%
HI
228
Honeywell International
North Carolina
$29.1M +$29.1M +1,164,000 New
Nomura Asset Management
229
Nomura Asset Management
Japan
$29M -$271K -10,800 -0.9%
KBC Group
230
KBC Group
Belgium
$28.5M +$950K +37,965 +3%
Ninety One (UK)
231
Ninety One (UK)
United Kingdom
$28.1M +$2.44M +97,566 +10%
RL
232
Ruffer LLP
United Kingdom
$28M -$31.1M -1,243,116 -53%
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28M -$1.32M -49,500 -5%
Royal London Asset Management
234
Royal London Asset Management
United Kingdom
$27.9M -$121K -4,875 -0.4%
GH
235
GAM Holding
Switzerland
$27.8M -$2.07M -82,797 -7%
RJA
236
Raymond James & Associates
Florida
$27.7M -$2.66M -106,113 -9%
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
$27.7M +$20.3M +810,369 +275%
GF
238
Gabelli Funds
New York
$27.6M -$601K -24,000 -2%
VAM
239
Vontobel Asset Management
New York
$27.2M -$4.32M -172,755 -14%
OH
240
Orbis Holdings
Bermuda
$27.2M +$27.2M +1,087,020 New
MSA
241
Mason Street Advisors
Wisconsin
$27M -$7.94M -317,487 -23%
CTB
242
Country Trust Bank
Illinois
$26.9M +$26.9M +1,073,412 New
HNB
243
Huntington National Bank
Ohio
$26.3M +$3.49M +139,452 +15%
ESBC
244
E.S. Barr & Co
Kentucky
$25.9M -$146K -5,832 -0.6%
Nuveen Asset Management
245
Nuveen Asset Management
Illinois
$25.6M -$1.04M -41,367 -4%
CB
246
Commerce Bank
Missouri
$25.5M +$23.5K +939 +0.1%
MME
247
Meag Munich Ergo
Germany
$25.1M +$1.65M +65,931 +7%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$24.9M +$5.57M +222,699 +29%
PI
249
Putnam Investments
Massachusetts
$24.7M +$6.12M +244,443 +33%
HPC
250
HM Payson & Co
Maine
$24.4M +$754K +30,141 +3%
8 9
10
11 12