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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 %
ST
526
Spot Trading
Illinois
$4.25M +$4.25M +169,638 New
TIM
527
Thompson Investment Management
Wisconsin
$4.24M +$34.5K +1,380 +0.8%
DIA
528
Dean Investment Associates
Ohio
$4.24M +$154K +6,141 +4%
CCM
529
Chickasaw Capital Management
Tennessee
$4.24M +$126K +5,055 +3%
MC
530
Martin & Co
Tennessee
$4.21M +$68.3K +2,730 +2%
FAAS
531
First Allied Advisory Services
California
$4.21M +$160K +6,333 +4%
YIA
532
YHB Investment Advisors
Connecticut
$4.2M -$4.73K -189 -0.1%
LOCC
533
Lombard Odier & Cie (Canada)
Quebec, Canada
$4.18M +$493K +19,710 +13%
MERSOM
534
Municipal Employees' Retirement System of Michigan
Michigan
$4.14M – – –
FDS
535
First Dallas Securities
Texas
$4.14M -$10.9K -435 -0.3%
SAG
536
Sterne Agee Group
Alabama
$4.14M +$472K +18,861 +13%
FBC
537
Fairfield, Bush & Co
Connecticut
$4.13M -$158K -6,303 -4%
PTC
538
Petrus Trust Company
Texas
$4.11M – – –
FMT
539
First Mercantile Trust
Tennessee
$4.09M -$30.4K -1,215 -0.7%
FB
540
Fulton Bank
Pennsylvania
$4.09M -$20.9K -837 -0.5%
HVIA
541
Hudson Valley Investment Advisors
New York
$4.09M -$258K -10,311 -6%
FT
542
Fiduciary Trust
Massachusetts
$4.09M -$272K -10,890 -6%
Truist Financial
543
Truist Financial
North Carolina
$4.07M -$4.88K -195 -0.1%
WCM
544
Weik Capital Management
Pennsylvania
$4.07M -$128K -5,100 -3%
UR
545
USCA RIA
Texas
$4.04M -$37.4K -1,494 -0.9%
BC
546
Burney Company
Virginia
$3.98M -$26.3K -1,050 -0.7%
GCM
547
Garland Capital Management
Washington
$3.98M – – –
GCP
548
GSA Capital Partners
United Kingdom
$3.97M +$3.97M +158,796 New
Cohen & Steers
549
Cohen & Steers
New York
$3.94M -$1.28M -51,300 -25%
CBB
550
Citizens Business Bank
California
$3.94M +$15.8K +630 +0.4%
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