WMT icon

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 %
MAM
501
Mizuho Asset Management
Japan
$4.78M +$344K +13,755 +8%
PA
502
Profund Advisors
Maryland
$4.74M -$229K -9,165 -5%
FHA
503
First Horizon Advisors
Tennessee
$4.68M +$248K +9,939 +6%
DY
504
Dowling & Yahnke
California
$4.62M +$41.8K +1,671 +0.9%
TNBTD
505
Trustmark National Bank Trust Department
Mississippi
$4.59M -$132K -5,271 -3%
IIM
506
Intact Investment Management
Quebec, Canada
$4.58M -$9K -360 -0.2%
AIC
507
Argus Investors Counsel
New York
$4.57M +$202K +8,070 +5%
PCA
508
Personal Capital Advisors
California
$4.55M +$1.17M +46,851 +35%
NPA
509
Nichols & Pratt Advisers
Massachusetts
$4.55M -$101K -4,050 -2%
PMG
510
ProVise Management Group
Florida
$4.54M +$236K +9,450 +5%
HAM
511
Highstreet Asset Management
Ontario, Canada
$4.53M +$165K +6,600 +4%
BRCM
512
Bright Rock Capital Management
Massachusetts
$4.5M +$225K +9,000 +5%
LBC
513
Lowe Brockenbrough & Co
Virginia
$4.5M -$58.6K -2,340 -1%
LIA
514
LS Investment Advisors
Michigan
$4.46M +$44K +1,758 +1%
Bank of Nova Scotia
515
Bank of Nova Scotia
Ontario, Canada
$4.41M +$253K +10,119 +6%
HA
516
Hamel Associates
New Jersey
$4.4M +$90.1K +3,600 +2%
OC
517
Oppenheimer & Co
New York
$4.4M +$387K +15,459 +10%
AB
518
AT Bancorp
Iowa
$4.31M +$1.64M +65,541 +61%
NLI
519
Nippon Life Insurance
Japan
$4.3M -$72.6K -2,901 -2%
WC
520
Woodstock Corp
Massachusetts
$4.28M – – –
NG
521
NatWest Group
United Kingdom
$4.27M -$2.79M -111,528 -40%
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.26M +$73.2K +2,925 +2%
AIM
523
AMI Investment Management
Indiana
$4.26M -$7.36K -294 -0.2%
PSUF
524
People's United Financial
Connecticut
$4.25M -$462K -18,477 -10%
VanEck Associates
525
VanEck Associates
New York
$4.25M +$1.63M +65,178 +62%
19 20
21
22 23