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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 %
BO
726
Bank OZK
Arkansas
$2.25M -$298K -11,925 -12%
FA
727
FDx Advisors
Illinois
$2.23M +$1.11M +44,265 +98%
ICOA
728
Investment Centers of America
North Dakota
$2.23M -$448K -17,823 -17%
FBNAT
729
FirstMerit Bank N.A. Trustee
Ohio
$2.22M -$10.7K -429 -0.5%
HR
730
Howe & Rusling
New York
$2.21M +$14.1K +564 +0.6%
ECM
731
Everence Capital Management
Indiana
$2.17M – – –
LBG
732
Lloyds Banking Group
United Kingdom
$2.16M -$75.8M -3,029,757 -97%
DIA
733
Denver Investment Advisors
Colorado
$2.16M – – –
BWAM
734
Boyd Watterson Asset Management
Ohio
$2.15M -$158K -6,309 -7%
FPTW
735
Franklin, Parlapiano, Turner & Welch
Texas
$2.15M +$83.5K +3,336 +4%
HAI
736
Hennessy Advisors Inc
California
$2.15M +$165K +6,600 +8%
CIM
737
CenturyLink Investment Management
Colorado
$2.14M – – –
KJHP
738
K.J. Harrison & Partners
Ontario, Canada
$2.14M – – –
PAG
739
Private Advisor Group
New Jersey
$2.14M -$149K -5,964 -7%
GHA
740
Garcia Hamilton & Associates
Texas
$2.12M +$2.12M +84,510 New
AAM
741
Advisors Asset Management
Colorado
$2.11M +$293K +11,721 +16%
NEI
742
Northwest & Ethical Investments
Ontario, Canada
$2.1M +$249K +9,963 +14%
FBP
743
Flippin Bruce & Porter
Virginia
$2.08M -$772K -30,876 -27%
HCM
744
Hilton Capital Management
New York
$2.07M -$2.25M -89,787 -52%
GIM
745
Greylin Investment Management
Virginia
$2.07M +$2.4K +96 +0.1%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$2.06M -$204K -8,142 -9%
BS
747
Bessemer Securities
New York
$2.05M +$2.05M +82,050 New
EAM
748
EULAV Asset Management
Florida
$2.05M – – –
FMB
749
Field & Main Bank
Kentucky
$2.04M +$17.6K +705 +0.9%
NRS
750
Neville Rodie & Shaw
New York
$2.03M +$669K +26,736 +49%
28 29
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