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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 %
GIM
626
Grassi Investment Management
California
$3.12M +$526K +21,030 +20%
UAS
627
United Asset Strategies
New York
$3.12M +$136K +5,439 +5%
VST
628
Van Strum & Towne
California
$3.1M -$37.5K -1,500 -1%
COI
629
Connable Office Inc
Michigan
$3.09M -$89.4K -3,573 -3%
NVIM
630
New Vernon Investment Management
Illinois
$3.06M +$3.06M +122,400 New
LA
631
Lynch & Associates
Indiana
$3.05M +$71.8K +2,868 +2%
IIC
632
Ironwood Investment Counsel
Arizona
$3.05M +$79.9K +3,195 +3%
KFS
633
KMS Financial Services
Washington
$3.05M -$252K -10,059 -8%
AAMU
634
Amundi Asset Management US
Massachusetts
$3.04M -$60.1K -2,400 -2%
MM
635
Meridian Management
Arkansas
$3.02M – – –
CCMINC
636
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.02M +$62.6K +2,502 +2%
NSEDCP
637
NJ State Employees Deferred Compensation Plan
New Jersey
$3M – – –
CGI
638
CI Global Investments
California
$3M +$3M +120,000 New
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$2.99M +$61.5K +2,457 +2%
PTB
640
Pioneer Trust Bank
Oregon
$2.98M – – –
DA
641
Denali Advisors
California
$2.98M +$37.5K +1,500 +1%
CFS
642
Community Financial System
New York
$2.97M -$1.88K -75 -0.1%
BB
643
Busey Bank
Illinois
$2.97M -$92K -3,678 -3%
LM
644
Lincluden Management
Ontario, Canada
$2.97M +$368K +14,685 +14%
OWIM
645
Old West Investment Management
California
$2.95M +$4.73K +189 +0.2%
VIP
646
Vantage Investment Partners
Missouri
$2.94M +$150K +5,982 +5%
PFBT
647
Parkside Financial Bank & Trust
Missouri
$2.92M +$6.31K +252 +0.2%
EWM
648
Evercore Wealth Management
New York
$2.9M +$88.4K +3,522 +3%
SHA
649
Smith Hayes Advisers
Nebraska
$2.9M -$81.6K -3,261 -3%
HA
650
Halsey Associates
Connecticut
$2.9M -$525 -21 -0%
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