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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 %
STI
451
Susquehanna Trust & Investment
Pennsylvania
$6.12M +$4.13K +165 +0.1%
TTWM
452
TCV Trust & Wealth Management
Virginia
$6.11M -$138K -5,535 -2%
MBTD
453
Mechanics Bank - Trust Department
California
$6.03M -$2.42M -96,645 -29%
SIG
454
Schooner Investment Group
Pennsylvania
$6.02M +$376K +15,000 +7%
CCC
455
Chelsea Counsel Company
California
$5.99M – – –
HCM
456
Horrell Capital Management
Arkansas
$5.96M -$187K -7,482 -3%
PL
457
Perpetual Ltd
Australia
$5.9M +$1.15M +45,996 +24%
CBN
458
Cadence Bank NA
Texas
$5.86M +$176K +7,038 +3%
LTFS
459
Ladenburg Thalmann Financial Services
Florida
$5.82M +$183K +7,299 +3%
HCM
460
Hodges Capital Management
Texas
$5.77M -$195K -7,773 -3%
LI
461
LMCG Investments
Massachusetts
$5.76M -$123K -4,914 -2%
FNT
462
First National Trust
Pennsylvania
$5.69M +$65.5K +2,616 +1%
AC
463
AFAM Capital
Texas
$5.68M +$98.6K +3,942 +2%
CFG
464
Cambridge Financial Group
Ohio
$5.68M +$62K +2,478 +1%
BOTW
465
Bank of the West
California
$5.66M -$33K -1,320 -0.6%
Natixis Advisors
466
Natixis Advisors
Massachusetts
$5.66M +$588K +23,508 +12%
WTNA
467
Wilmington Trust National Association
Delaware
$5.65M +$467K +18,675 +9%
TCM
468
Twin Capital Management
Pennsylvania
$5.62M +$679K +27,120 +14%
CPIM
469
Columbia Partners Investment Management
Virginia
$5.61M -$1.61M -64,392 -22%
DBT
470
Dubuque Bank & Trust
Iowa
$5.58M +$1.05K +42 +0%
CIM
471
Corda Investment Management
Texas
$5.56M -$16.7K -669 -0.3%
RJFSA
472
Raymond James Financial Services Advisors
Florida
$5.55M -$38.4K -1,536 -0.7%
RBA
473
Richard Bernstein Advisors
New York
$5.53M +$416K +16,632 +8%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$5.48M -$54.1K -2,163 -1%
DADC
475
D.A. Davidson & Co
Montana
$5.44M -$96.6K -3,864 -2%
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