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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 %
SAMNY
426
Samsung Asset Management (New York)
New York
$7.31M +$3.23M +128,910 +79%
ACM
427
Advisors Capital Management
New Jersey
$7.29M +$651K +26,010 +10%
QI
428
QS Investors
New York
$7.28M +$4.18M +166,869 +135%
V
429
Veritable
Delaware
$7.2M +$234K +9,348 +3%
UB
430
UMB Bank
Missouri
$7.19M +$6.91K +276 +0.1%
LIM
431
Lathrop Investment Management
Arkansas
$7.16M +$128K +5,109 +2%
DP
432
Dearborn Partners
Illinois
$7.06M +$555K +22,161 +9%
BTW
433
Boston Trust Walden
Massachusetts
$7.03M -$539K -21,525 -7%
PI
434
PineBridge Investments
New York
$6.91M -$11.6M -463,146 -63%
CICI
435
Capital Investment Counsel Inc
North Carolina
$6.89M -$170K -6,780 -2%
Citadel Advisors
436
Citadel Advisors
Florida
$6.73M +$5.57M +222,492 +480%
PIM
437
Perkins Investment Management
Illinois
$6.71M -$1.53M -60,957 -19%
HP
438
Hikari Power
Japan
$6.51M – – –
DCM
439
Dupont Capital Management
Delaware
$6.5M -$1.15M -45,849 -15%
PGIM
440
Pacific Global Investment Management
California
$6.45M -$133K -5,328 -2%
QAM
441
QCI Asset Management
New York
$6.42M +$70.9K +2,835 +1%
DT
442
Diversified Trust
Tennessee
$6.36M +$6.36M +253,977 New
CCM
443
Covington Capital Management
California
$6.31M +$112K +4,452 +2%
TH
444
TCTC Holdings
Texas
$6.3M -$22.5K -900 -0.4%
SLI
445
Sumitomo Life Insurance
Japan
$6.29M -$606K -24,216 -9%
LMGAM
446
Liberty Mutual Group Asset Management
Massachusetts
$6.23M +$197K +7,869 +3%
NIMI
447
Natixis Investment Managers International
France
$6.22M -$2.41M -96,432 -28%
ANBT
448
American National Bank & Trust
Texas
$6.21M -$18.5K -738 -0.3%
WTC
449
WhitTier Trust Company
Nevada
$6.21M -$149K -5,973 -2%
MCM
450
Monarch Capital Management
Indiana
$6.13M +$111K +4,425 +2%
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