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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 %
SIRP
376
Shelter Insurance Retirement Plan
Missouri
$9.82M – – –
PNC
377
Park National Corp
Ohio
$9.76M -$636K -25,422 -6%
SMI
378
Shelter Mutual Insurance
Missouri
$9.72M – – –
1IC
379
1919 Investment Counsel
Maryland
$9.61M +$1.17M +46,764 +14%
WT
380
Wilmington Trust
Delaware
$9.59M +$454K +18,147 +5%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$9.5M -$128K -5,100 -1%
WF
382
Welch & Forbes
Massachusetts
$9.43M +$4.34M +173,259 +85%
AMI
383
Amica Mutual Insurance
Rhode Island
$9.4M – – –
ACM
384
Argent Capital Management
Missouri
$9.36M -$55.6K -2,220 -0.6%
GL
385
Globe Life
Texas
$9.28M – – –
BUB
386
BBVA USA Bancshares
Texas
$9.27M +$320K +12,777 +4%
FM
387
Foster & Motley
Ohio
$9.23M -$300 -12 -0%
HIC
388
Hartline Investment Corp
Illinois
$9.21M – – –
WCM
389
Wallace Capital Management
Texas
$9.2M +$359K +14,355 +4%
DAM
390
Delta Asset Management
Tennessee
$9.18M +$364K +14,553 +4%
BFS
391
Bradley Foster & Sargent
Connecticut
$9.14M -$2.21M -88,326 -19%
DC
392
Deere & Company
Illinois
$9.11M – – –
TBA
393
Tower Bridge Advisors
Pennsylvania
$9.11M +$152K +6,063 +2%
CSIC
394
Clifford Swan Investment Counsel
California
$9.11M -$146K -5,850 -2%
AFG
395
American Financial Group
Ohio
$9.01M – – –
CAG
396
Crestwood Advisors Group
Massachusetts
$8.97M +$414K +16,557 +5%
Millennium Management
397
Millennium Management
New York
$8.96M +$823K +32,880 +10%
TMAM
398
Tokio Marine Asset Management
Japan
$8.82M +$673K +26,877 +8%
BOIA
399
Bush ODonnell Investment Advisors
Missouri
$8.76M -$2.11M -84,255 -19%
MCM
400
Munder Capital Management
Michigan
$8.72M +$7.08M +283,095 +433%
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