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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 %
WIC
576
Woodmont Investment Counsel
Tennessee
$3.62M +$190K +7,605 +6%
RJT
577
Raymond James Trust
Florida
$3.61M -$65.2K -2,607 -2%
OI
578
Oakbrook Investments
Illinois
$3.6M -$257K -10,260 -7%
BOC
579
Barbara Oil Co
Illinois
$3.6M – – –
PRA
580
Parametric Risk Advisors
Connecticut
$3.6M – – –
MAM
581
Meeder Asset Management
Ohio
$3.6M -$2.07M -82,800 -37%
SAM
582
Selway Asset Management
$3.6M -$37.8K -1,512 -1%
JAM
583
Jolley Asset Management
North Carolina
$3.59M -$19.1K -765 -0.5%
PVH
584
Psagot Value Holdings
Israel
$3.59M +$447K +17,850 +14%
SFG
585
Sather Financial Group
Texas
$3.58M +$142K +5,670 +4%
NPIT
586
National Penn Investors Trust
Pennsylvania
$3.58M +$7.51K +300 +0.2%
CWP
587
Capital Wealth Planning
Florida
$3.57M +$603K +24,090 +20%
AIA
588
Alerus Investment Advisors
Minnesota
$3.56M +$27.8K +1,110 +0.8%
BFA
589
Bragg Financial Advisors
North Carolina
$3.54M -$33.1K -1,323 -0.9%
FA
590
Financial Advantage
Maryland
$3.53M -$2.78K -111 -0.1%
CCT
591
Chemung Canal Trust
New York
$3.52M -$16.1K -645 -0.5%
FTIOP
592
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.52M -$262K -10,455 -7%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$3.51M -$127K -5,067 -3%
WKWM
594
Walter & Keenan Wealth Management
Indiana
$3.5M +$19K +759 +0.5%
BL
595
BCWM LLC
Kansas
$3.49M +$168K +6,726 +5%
MHIC
596
Marble Harbor Investment Counsel
Massachusetts
$3.47M +$42.6K +1,704 +1%
ACP
597
Ashfield Capital Partners
California
$3.46M -$159K -6,363 -4%
JIC
598
Johnson Investment Counsel
Ohio
$3.46M -$111K -4,428 -3%
SIM
599
Sterling Investment Management
Arizona
$3.45M +$374K +14,940 +12%
BP
600
Banyan Partners
Florida
$3.45M +$66.4K +2,652 +2%
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