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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 %
GAM
476
Griffin Asset Management
New York
$5.43M +$1M +40,107 +23%
APFBOT
477
Amica Pension Fund Board of Trustees
Rhode Island
$5.42M – – –
KCM
478
Kempner Capital Management
Texas
$5.41M – – –
DIA
479
Davidson Investment Advisors
Montana
$5.36M -$47.5K -1,899 -0.9%
EGA
480
Eagle Global Advisors
Texas
$5.35M -$125K -4,992 -2%
Cambridge Investment Research Advisors
481
Cambridge Investment Research Advisors
Iowa
$5.32M +$384K +15,333 +8%
CA
482
Cornerstone Advisors
North Carolina
$5.23M -$901K -36,000 -15%
WI
483
Wafra Inc
New York
$5.23M +$5.23M +208,950 New
MJRIC
484
Mogy Joel R Investment Counsel
California
$5.22M +$16.9K +675 +0.3%
PWM
485
Patriot Wealth Management
Texas
$5.15M +$40.2K +1,605 +0.8%
CCP
486
Clarkston Capital Partners
Michigan
$5.14M +$885K +35,355 +21%
AIM
487
abrdn Investment Management
United Kingdom
$5.13M +$5.13M +205,149 New
TFA
488
Toth Financial Advisory
Virginia
$5.09M +$280K +11,178 +6%
AAMU
489
AEGON Asset Management (UK)
United Kingdom
$5.09M -$4.05K -162 -0.1%
QI
490
Quotient Investors
New York
$5.04M -$12.2K -486 -0.2%
PWLP
491
Prio Wealth Limited Partnership
Massachusetts
$5.03M -$394K -15,750 -7%
SAM
492
SignalPoint Asset Management
Missouri
$5.01M +$28.4K +1,134 +0.6%
BHWM
493
Bar Harbor Wealth Management
New Hampshire
$4.94M -$50.9K -2,034 -1%
CA
494
Callahan Advisors
Texas
$4.93M +$64.8K +2,589 +1%
CAM
495
Carret Asset Management
New York
$4.92M +$52.6K +2,100 +1%
RSVP
496
Ramsay Stattman Vela & Price
Colorado
$4.89M +$41.7K +1,665 +0.9%
GMIM
497
General Motors Investment Management
New York
$4.84M -$5.56K -222 -0.1%
AIA
498
Avalon Investment & Advisory
Texas
$4.84M -$13.2M -526,212 -73%
NIA
499
Northstar Investment Advisors
Colorado
$4.83M +$101K +4,017 +2%
GG
500
Greenwood Gearhart
Arkansas
$4.78M +$570K +22,779 +14%
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