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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 %
William Blair & Company
251
William Blair & Company
Illinois
$24.2M -$192K -7,683 -0.8%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$24M -$199K -7,935 -0.8%
MHC
253
Meyer Handelman Company
New York
$23.5M +$435K +17,400 +2%
JAM
254
Jupiter Asset Management
United Kingdom
$23.4M -$113K -4,500 -0.5%
WI
255
WBI Investments
New Jersey
$23.2M +$483K +19,296 +2%
CIA
256
CCM Investment Advisers
South Carolina
$22.5M +$1.91M +76,338 +9%
ACM
257
Academy Capital Management
Texas
$22.3M +$793K +31,674 +4%
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.2M -$1.11M -44,295 -5%
ACA
259
Anchor Capital Advisors
Massachusetts
$22M +$444K +17,736 +2%
LS
260
Livforsakringsbolaget Skandia
Sweden
$21.6M – – –
CI
261
Conning Inc
Connecticut
$21.3M +$1.9M +75,936 +10%
STC
262
SEI Trust Company
Pennsylvania
$21.3M +$2.06M +82,524 +11%
FCIM
263
Fairview Capital Investment Management
California
$21.2M +$1.13M +45,000 +6%
URS
264
Utah Retirement Systems
Utah
$20.8M -$961K -38,400 -4%
GAM
265
Gotham Asset Management
New York
$20.5M +$491K +19,614 +2%
FIM
266
Foresters Investment Management
New York
$20.3M -$22.5K -900 -0.1%
Loomis, Sayles & Company
267
Loomis, Sayles & Company
Massachusetts
$20.1M -$294K -11,760 -1%
CC
268
Colrain Capital
Massachusetts
$20M -$1.33M -53,169 -6%
OTPPB
269
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.9M -$493K -19,695 -2%
Jacobs Levy Equity Management
270
Jacobs Levy Equity Management
New Jersey
$19.6M +$19.6M +782,580 New
BCM
271
Bridgeway Capital Management
Texas
$19.6M +$1.18M +47,250 +6%
Robeco Institutional Asset Management
272
Robeco Institutional Asset Management
Netherlands
$19.2M +$236K +9,423 +1%
Janus Henderson Group
273
Janus Henderson Group
United Kingdom
$19M -$299K -11,949 -2%
CNB
274
City National Bank
California
$19M +$6.25M +249,780 +49%
MMH
275
Menora Mivtachim Holdings
Israel
$18.7M – – –
9 10
11
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