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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 %
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$16M +$135K +5,400 +0.9%
MA
302
MUFG Americas
New York
$15.9M -$678K -27,108 -4%
CTC
303
Central Trust Company
Missouri
$15.7M -$414K -16,560 -3%
RP
304
Riverbridge Partners
Minnesota
$15.5M +$309K +12,366 +2%
First Manhattan
305
First Manhattan
New York
$15.5M -$236K -9,423 -2%
TCT
306
TIAA CREF Trust
Missouri
$15.4M +$385K +15,393 +3%
BMO
307
Beck Mack & Oliver
New York
$15.4M -$67.5K -2,697 -0.4%
CCM
308
Compass Capital Management
Minnesota
$15.2M +$324K +12,945 +2%
CC
309
Chubb Corp
New Jersey
$15M – – –
VDI
310
Vaughan David Investments
Illinois
$14.9M +$110K +4,395 +0.7%
SCP
311
Seizert Capital Partners
Michigan
$14.9M +$4.71M +188,031 +46%
MOACM
312
Mutual of America Capital Management
New York
$14.8M -$272K -10,887 -2%
Asset Management One
313
Asset Management One
Japan
$14.8M -$881K -35,115 -6%
SIC
314
Salem Investment Counselors
North Carolina
$14.7M +$426K +17,010 +3%
PFM
315
Parsec Financial Management
North Carolina
$14.4M +$466K +18,624 +3%
WT
316
Whittier Trust
California
$14.2M +$88.5K +3,537 +0.6%
First Trust Advisors
317
First Trust Advisors
Illinois
$14.1M +$2.49M +99,591 +21%
LHC
318
Levy Harkins & Co
New York
$13.9M -$19.2K -768 -0.1%
ACM
319
Azimuth Capital Management
Michigan
$13.8M +$118K +4,731 +0.9%
FIM
320
Frontier Investment Management
Texas
$13.6M -$1.41M -56,298 -9%
CEP
321
Chicago Equity Partners
Illinois
$13.6M +$30.4K +1,215 +0.2%
B
322
BP
United Kingdom
$13.4M – – –
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$13.3M -$1.64M -65,700 -11%
GL
324
GLG LLC
New York
$13.3M -$27.9K -1,116 -0.2%
Baillie Gifford & Co
325
Baillie Gifford & Co
United Kingdom
$13.2M +$4.78M +191,145 +57%
11 12
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