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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 %
CIA
676
Choate Investment Advisors
Massachusetts
$2.63M -$129K -5,043 -5%
ICOM
677
Investment Counselors of Maryland
Maryland
$2.63M -$48.8K -1,950 -2%
WA
678
Whitebox Advisors
Minnesota
$2.62M -$163K -6,498 -6%
NCA
679
New Century Advisors
Maryland
$2.57M – – –
PAM
680
PartnerRe Asset Management
Connecticut
$2.57M -$362K -14,481 -12%
GG
681
Gofen & Glossberg
Illinois
$2.57M -$34.7K -1,386 -1%
TCOTO
682
Trust Company of the Ozarks
Missouri
$2.57M -$236K -9,450 -8%
LCP
683
Longhorn Capital Partners
Texas
$2.56M -$976K -39,000 -28%
RG
684
Rathbones Group
United Kingdom
$2.54M +$379K +15,135 +17%
FAM
685
Fred Alger Management
New York
$2.54M – – –
MP
686
Manifold Partners
California
$2.54M -$771K -30,822 -23%
PA
687
Pinnacle Associates
New York
$2.53M -$360K -14,391 -12%
TFA
688
Transamerica Financial Advisors
Florida
$2.53M +$96.3K +3,849 +4%
DPIM
689
Duff & Phelps Investment Management
Illinois
$2.53M +$12K +480 +0.5%
SBH
690
Segall Bryant & Hamill
Illinois
$2.52M -$206K -8,229 -8%
I
691
IberiaBank
Louisiana
$2.52M -$67.9K -2,712 -3%
RNS
692
Robert N. Shapiro
$2.49M -$2.57M -102,684 -51%
PGFC
693
Peapack-Gladstone Financial Corp
New Jersey
$2.48M +$28.2K +1,128 +1%
RMCM
694
Reynders McVeigh Capital Management
Massachusetts
$2.48M -$1.15M -46,044 -32%
YL
695
YCG LLC
Texas
$2.47M -$58.2K -2,325 -2%
RIA
696
Regal Investment Advisors
Michigan
$2.46M +$2.26M +90,258 +1,146%
LAM
697
Lingohr Asset Management
Germany
$2.46M +$2.46M +98,100 New
Fiera Capital (Canada)
698
Fiera Capital (Canada)
Quebec, Canada
$2.45M +$405K +16,176 +20%
IT
699
Independence Trust
Tennessee
$2.44M +$58.5K +2,340 +2%
CC
700
ClearArc Capital
Ohio
$2.44M -$204K -8,166 -8%
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