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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 %
ACM
351
Atlanta Capital Management
Georgia
$11.3M -$114K -4,569 -1%
CC
352
Curian Capital
Colorado
$11.3M +$340K +13,590 +3%
Fisher Asset Management
353
Fisher Asset Management
Washington
$11.2M +$5.06M +202,083 +82%
CWA
354
Constellation Wealth Advisors
New York
$11.2M -$4.85M -193,854 -30%
Creative Planning
355
Creative Planning
Kansas
$11.2M -$929K -37,143 -8%
AT
356
Arvest Trust
Oklahoma
$11.2M -$186K -7,425 -2%
CGT
357
Capital Guardian Trust
California
$11.1M -$135K -5,400 -1%
HCM
358
Horan Capital Management
Maryland
$11M +$1.18M +47,181 +12%
SAM
359
Securian Asset Management
Minnesota
$10.9M -$92.9K -3,711 -0.8%
LT
360
LJ Trust
Nevada
$10.7M – – –
ONB
361
Old National Bancorp
Indiana
$10.7M +$11.2K +447 +0.1%
WCM
362
Wedge Capital Management
North Carolina
$10.6M -$94.6K -3,780 -0.9%
GI
363
GAMCO Investors
Connecticut
$10.6M -$640K -25,575 -6%
VWM
364
Valley Wealth Managers
New Jersey
$10.5M +$808K +32,295 +8%
LI
365
Lafayette Investments
Maryland
$10.5M -$16.4K -654 -0.2%
Two Sigma Investments
366
Two Sigma Investments
New York
$10.2M +$10.2M +406,695 New
CAM
367
Capstone Asset Management
Texas
$10.1M -$2.04M -81,369 -17%
MIS
368
Morningstar Investment Services
Illinois
$10.1M +$3.98M +159,030 +65%
SKP
369
Sanborn Kilcollin Partners
Illinois
$10.1M +$81.1K +3,240 +0.8%
FAM
370
Fiduciary Asset Management
Missouri
$10M +$1.24M +49,470 +14%
FCI
371
Financial Counselors Inc
Kansas
$10M +$1.32M +52,671 +15%
GIA
372
Granite Investment Advisors
New Hampshire
$9.96M -$109K -4,350 -1%
NLGIA
373
Nippon Life Global Investors Americas
New York
$9.92M -$1.94M -77,610 -16%
SF
374
Synovus Financial
Georgia
$9.86M +$161K +6,411 +2%
QBFM
375
QS Batterymarch Financial Management
New York
$9.85M -$7.38M -294,747 -43%
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