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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 %
MIM
551
Marco Investment Management
Georgia
$3.93M +$79.3K +3,168 +2%
HKIM
552
Hayek Kallen Investment Management
Alabama
$3.92M +$37.3K +1,491 +1%
LCM
553
LVM Capital Management
Michigan
$3.88M -$2.14M -85,425 -35%
SOADOR
554
State of Alaska Department of Revenue
Alaska
$3.86M +$15.8K +630 +0.4%
CAM
555
Coronation Asset Management
South Africa
$3.86M -$16M -637,368 -81%
BCM
556
Boltwood Capital Management
California
$3.85M – – –
B
557
Barings
North Carolina
$3.85M -$833K -33,300 -18%
EI
558
EDMP Inc
Florida
$3.85M +$85.2K +3,405 +2%
NB
559
NBT Bank
New York
$3.83M -$611K -24,411 -14%
BAC
560
Boys Arnold & Co
North Carolina
$3.83M -$208K -8,325 -5%
BPC
561
Banque Pictet & Cie
Switzerland
$3.81M +$3.1M +123,852 +436%
LBC
562
Lawrence B. Cohen
$3.79M -$809K -32,316 -18%
MA
563
Montag & Associates
Georgia
$3.76M -$73.2K -2,925 -2%
CLOS
564
Compagnie Lombard Odier SCmA
Switzerland
$3.74M -$1.5K -60 -0%
HI
565
Hendershot Investments
Virginia
$3.73M +$45K +1,800 +1%
FWCM
566
First Western Capital Management
California
$3.71M +$38K +1,518 +1%
HT
567
HAP Trading
New York
$3.71M +$1.91M +76,176 +106%
BOH
568
Bank of Hawaii
Hawaii
$3.68M -$84.2K -3,363 -2%
CCM
569
Chilton Capital Management
Texas
$3.67M -$225K -8,994 -6%
MCM
570
Martin Capital Management
Indiana
$3.66M -$63.8K -2,550 -2%
FCT
571
Family Capital Trust
Massachusetts
$3.66M +$22.8K +912 +0.6%
FTC
572
Farmers Trust Company
Ohio
$3.66M -$634K -25,341 -15%
IC
573
InterOcean Capital
Illinois
$3.64M +$1.19M +47,658 +49%
CONA
574
Capital One National Association
New York
$3.63M -$432K -17,280 -11%
WDA
575
Wendell David Associates
New Hampshire
$3.63M +$18K +720 +0.5%
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