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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 %
MIH
326
Madison Investment Holdings
Wisconsin
$13.1M -$366K -14,610 -3%
BNP Paribas Asset Management
327
BNP Paribas Asset Management
France
$13.1M +$400K +16,002 +3%
PHS
328
Pekin Hardy Strauss
Illinois
$13.1M -$420K -16,800 -3%
NIM
329
Nexus Investment Management
Ontario, Canada
$13.1M +$143K +5,700 +1%
IG
330
ING Group
Netherlands
$13M -$28.9M -1,153,800 -69%
AC
331
Allstate Corporation
Illinois
$12.9M +$2.79M +111,363 +27%
DILH
332
Dai-ichi Life Holdings
Japan
$12.8M -$2.82M -112,593 -18%
VFAM
333
Valley Forge Asset Management
Pennsylvania
$12.8M -$590K -23,577 -4%
CCT
334
Country Club Trust
Missouri
$12.6M +$138K +5,526 +1%
AI
335
Ariel Investments
Illinois
$12.4M +$6.04M +241,251 +95%
AF
336
Ally Financial
Michigan
$12.4M +$4.5M +180,000 +57%
Brown Advisory
337
Brown Advisory
Maryland
$12.3M -$3.99M -159,399 -24%
IGIM
338
I.G. Investment Management
Manitoba, Canada
$12.3M +$6.33M +252,900 +106%
QI
339
Qualcomm Inc
California
$12.2M -$586K -23,400 -5%
ANI
340
American National Insurance
Texas
$12.2M – – –
DWA
341
Douglass Winthrop Advisors
New York
$12.1M -$912K -36,450 -7%
SPC
342
Stewart & Patten Company
California
$12.1M -$142K -5,658 -1%
SFM
343
Stack Financial Management
Montana
$12M +$364K +14,550 +3%
SC
344
Scotia Capital
Ontario, Canada
$12M -$108K -4,311 -0.9%
CCM
345
Cadence Capital Management
Massachusetts
$11.9M +$232K +9,261 +2%
M&T Bank
346
M&T Bank
New York
$11.7M -$572K -22,845 -5%
LPL Financial
347
LPL Financial
California
$11.6M -$6.45M -257,769 -36%
GHA
348
GW Henssler & Associates
Georgia
$11.5M -$975K -38,976 -8%
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$11.5M +$566K +22,629 +5%
GE
350
General Electric
Ohio
$11.4M +$321K +12,840 +3%
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