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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 %
TYCC
701
Texas Yale Capital Corp
Florida
$2.43M – – –
RMSCM
702
R.M. Sincerbeaux Capital Management
New York
$2.42M +$7.51K +300 +0.3%
VHAM
703
Van Hulzen Asset Management
California
$2.41M -$528K -21,123 -18%
MCM
704
McMillion Capital Management
North Carolina
$2.41M +$25.7K +1,029 +1%
CCT
705
Capital City Trust
Florida
$2.41M -$54.9K -2,196 -2%
FBB
706
Fulton Breakefield Broenniman
Maryland
$2.4M +$58.3K +2,331 +2%
AIP
707
Ameritas Investment Partners
Nebraska
$2.38M -$16.1K -645 -0.7%
GGPS
708
Gary Goldberg Planning Services
New York
$2.38M +$252K +10,059 +12%
Jennison Associates
709
Jennison Associates
New York
$2.38M -$56.6M -2,263,263 -96%
UCFA
710
United Capital Financial Advisors
Texas
$2.37M +$38.5K +1,539 +2%
ST
711
Sentinel Trust
Texas
$2.37M +$90.9K +3,630 +4%
Mirae Asset Global Investments
712
Mirae Asset Global Investments
South Korea
$2.33M +$41.9K +1,674 +2%
AR
713
Advisory Research
Illinois
$2.32M -$14.4M -577,032 -86%
NPC
714
National Planning Corporation
California
$2.32M +$124K +4,971 +6%
AF
715
Arrow Financial
New York
$2.31M -$36K -1,440 -2%
CI
716
Constellation Investments
Ohio
$2.31M +$30K +1,200 +1%
PRC
717
Platte River Capital
Colorado
$2.3M -$128K -5,100 -5%
Fuller & Thaler Asset Management
718
Fuller & Thaler Asset Management
California
$2.3M – – –
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M +$38.3K +1,530 +2%
BCM
720
Brookstone Capital Management
Illinois
$2.28M +$43.1K +1,722 +2%
B
721
BancorpSouth
Mississippi
$2.28M +$162K +6,459 +8%
BG
722
Bollard Group
Massachusetts
$2.28M +$738K +29,487 +48%
BIM
723
Bridges Investment Management
Nebraska
$2.26M +$80.6K +3,219 +4%
HCC
724
Hirtle Callaghan & Co
Pennsylvania
$2.26M +$143K +5,700 +7%
FA
725
FMA Advisory
Pennsylvania
$2.25M -$55.6K -2,220 -2%
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