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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 %
NB
276
Norinchukin Bank
Japan
$18.7M -$1.33M -53,334 -7%
Zurich Cantonal Bank
277
Zurich Cantonal Bank
Switzerland
$18.7M +$5.25M +209,676 +39%
TRSOTSOK
278
Teachers Retirement System of the State of Kentucky
Kentucky
$18.5M -$991K -39,600 -5%
HighTower Advisors
279
HighTower Advisors
Illinois
$18.5M +$3.72M +148,494 +25%
Aristotle Capital Management
280
Aristotle Capital Management
California
$18.3M +$184K +7,362 +1%
TU
281
TDAM USA
Ontario, Canada
$18.3M -$476K -19,038 -3%
FFIC
282
First Fiduciary Investment Counsel
Ohio
$18.2M +$5.51M +220,035 +43%
Select Equity Group
283
Select Equity Group
New York
$18.2M +$1.64M +65,607 +10%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$18.2M -$173K -6,921 -0.9%
PI
285
Placemark Investments
Illinois
$18.2M +$1.47M +58,884 +9%
Federated Hermes
286
Federated Hermes
Pennsylvania
$18.1M +$4.57M +182,805 +34%
Nomura Holdings
287
Nomura Holdings
Japan
$18M -$17.5M -696,699 -49%
WBC
288
Westpac Banking Corp
Australia
$18M -$407K -16,284 -2%
HTI
289
Hikari Tsushin Inc
Japan
$17.9M – – –
Calamos Advisors
290
Calamos Advisors
Illinois
$17.5M +$1.08M +43,200 +7%
BPBT
291
Boston Private Bank & Trust
Massachusetts
$17.4M +$7.81M +311,916 +81%
WAM
292
World Asset Management
Michigan
$17.3M -$355K -14,196 -2%
FQ
293
First Quadrant
California
$17.2M -$1.16M -46,200 -6%
FMW
294
Farr Miller & Washington
District of Columbia
$17.2M +$222K +8,871 +1%
MAM
295
Martingale Asset Management
Massachusetts
$17.1M -$186K -7,431 -1%
HIMC
296
Heritage Investors Management Corp
Maryland
$16.9M +$129K +5,154 +0.8%
SAM
297
Sentinel Asset Management
Vermont
$16.9M -$10.5M -419,400 -38%
MI
298
Markston International
New York
$16.5M -$156K -6,222 -0.9%
NAM
299
North American Management
Massachusetts
$16.1M +$3.23M +129,201 +25%
PP
300
Palladium Partners
Virginia
$16M -$307K -12,279 -2%
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