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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 %
JPMPWA
401
J.P. Morgan Private Wealth Advisors
California
$8.71M +$692K +27,669 +9%
OPCM
402
Osborne Partners Capital Management
California
$8.61M -$300K -12,000 -3%
RT
403
Rockland Trust
Massachusetts
$8.47M -$4.13K -165 -0%
Toronto Dominion Bank
404
Toronto Dominion Bank
Ontario, Canada
$8.47M -$549K -21,963 -6%
LDB
405
Lee, Danner & Bass
Tennessee
$8.3M -$15K -600 -0.2%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$8.29M +$596K +23,808 +8%
CFB
407
Cullen/Frost Bankers
Texas
$8.29M +$131K +5,220 +2%
GLRA
408
Gerald L. Ray & Associates
Texas
$8.18M -$9.98K -399 -0.1%
LRPA
409
L. Roy Papp & Associates
Arizona
$8.17M -$10.2K -408 -0.1%
SIM
410
Sentry Investment Management
Wisconsin
$8.08M +$1.03M +41,049 +15%
CVM
411
Cheviot Value Management
California
$8.06M -$73.9K -2,952 -0.9%
LIC
412
Lodestar Investment Counsel
Illinois
$8.01M -$12.5K -498 -0.2%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$7.96M +$50.2K +2,007 +0.6%
AAM
414
Auxier Asset Management
Oregon
$7.95M -$90.1K -3,600 -1%
WPC
415
Waters Parkerson & Co
Louisiana
$7.92M -$208K -8,301 -3%
VC
416
Vestor Capital
Illinois
$7.73M +$67.5K +2,697 +0.9%
WIC
417
Willis Investment Counsel
Georgia
$7.7M -$7.66K -306 -0.1%
SIPS
418
Shelter Insurance Profit Sharing
Missouri
$7.66M – – –
PL
419
Parthenon LLC
Kentucky
$7.63M -$52.5K -2,097 -0.7%
BHTS
420
Bar Harbor Trust Services
Maine
$7.55M +$192K +7,668 +3%
CTA
421
Chesley Taft & Associates
Illinois
$7.52M +$78.8K +3,150 +1%
SI
422
Stephens Inc
Arkansas
$7.51M +$743K +29,703 +11%
BF
423
BOK Financial
Oklahoma
$7.48M +$773K +30,879 +12%
RC
424
RegentAtlantic Capital
New Jersey
$7.41M -$60.2K -2,406 -0.8%
WCMN
425
Westchester Capital Management (Nebraska)
Nebraska
$7.39M +$316K +12,615 +4%
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