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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 %
P
651
Pitcairn
Pennsylvania
$2.9M -$82.4K -3,294 -3%
GCA
652
Guardian Capital Advisors
Ontario, Canada
$2.89M +$43.5K +1,725 +2%
CAN
653
Cetera Advisor Networks
California
$2.88M +$274K +10,851 +11%
PAM
654
Private Asset Management
California
$2.88M -$108K -4,320 -4%
MYLI
655
Meiji Yasuda Life Insurance
Japan
$2.87M -$178K -7,095 -6%
FMC
656
First Merchants Corp
Indiana
$2.86M +$623K +24,897 +28%
OMCS
657
Old Mutual Customised Solutions
South Africa
$2.85M -$105K -4,200 -4%
SCM
658
Sterling Capital Management
North Carolina
$2.85M +$61.6K +2,463 +2%
PAM
659
Paradigm Asset Management
New York
$2.82M +$2.82M +112,800 New
ABC
660
Associated Banc-Corp
Wisconsin
$2.82M -$241K -9,618 -8%
SAM
661
Smithbridge Asset Management
Pennsylvania
$2.8M -$18.8K -750 -0.7%
AIM
662
Acropolis Investment Management
Missouri
$2.8M +$203K +8,130 +8%
MCM
663
Murphy Capital Management
New Jersey
$2.8M +$150K +6,000 +6%
FNB
664
First Niagara Bank
New York
$2.79M +$465K +18,573 +20%
RIL
665
Rothschild Investment LLC
Illinois
$2.78M +$4.88K +195 +0.2%
CPSAC
666
Chas P. Smith & Associates (CPS)
Florida
$2.77M -$5.88M -235,155 -68%
WF
667
WealthTrust Fairport
Ohio
$2.77M -$63.7K -2,544 -2%
AT
668
Arden Trust
Delaware
$2.76M -$38.3K -1,530 -1%
BRM
669
Boston Research & Management
Massachusetts
$2.73M +$111K +4,446 +4%
AHS
670
Aspiriant Holdings S3
California
$2.7M -$743K -29,715 -22%
WSCM
671
Wellington Shields Capital Management
New York
$2.7M +$37.5K +1,500 +1%
BIC
672
Bridges Investment Counsel
Nebraska
$2.69M -$16.2K -648 -0.6%
LI
673
Longer Investments
Arkansas
$2.68M -$565K -22,566 -17%
Macquarie Group
674
Macquarie Group
Australia
$2.67M -$383K -15,300 -13%
FMWA
675
Forvis Mazars Wealth Advisors
Missouri
$2.65M +$171K +6,825 +7%
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