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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 %
CIP
751
Convergence Investment Partners
Florida
$2.02M +$502K +20,064 +33%
AAM
752
AR Asset Management
California
$2.01M – – –
AssetMark Inc
753
AssetMark Inc
California
$2M -$50.8K -2,031 -2%
Mackenzie Financial
754
Mackenzie Financial
Ontario, Canada
$1.99M +$78.8K +3,150 +4%
SFT
755
Simmons First Trust
Arkansas
$1.99M -$49.5K -1,977 -2%
VKH
756
Virtu KCG Holdings
New York
$1.98M -$1.01M -40,410 -34%
ISL
757
Ingalls & Snyder LLC
New York
$1.98M -$58.2K -2,328 -3%
GJIC
758
Gamble Jones Investment Counsel
California
$1.98M +$8.63K +345 +0.4%
WAM
759
Wood Asset Management
Florida
$1.96M -$60.3K -2,409 -3%
TCOO
760
Trust Company of Oklahoma
Oklahoma
$1.95M +$723K +28,902 +59%
1832 Asset Management
761
1832 Asset Management
Ontario, Canada
$1.94M -$25.8K -1,035 -1%
SFA
762
Sequoia Financial Advisors
Ohio
$1.94M +$12.4K +495 +0.6%
PFM
763
PacWest Financial Management
Arizona
$1.94M +$113K +4,515 +6%
VFS
764
VSR Financial Services
Kansas
$1.94M -$186K -7,416 -9%
FNBT
765
FineMark National Bank & Trust
Florida
$1.94M -$95.9K -3,831 -5%
FWIA
766
Fort Washington Investment Advisors
Ohio
$1.93M +$109K +4,350 +6%
MWR
767
McAdams Wright Ragen
Washington
$1.92M +$167K +6,678 +10%
TH
768
Timber Hill
Connecticut
$1.91M -$4.72M -188,661 -71%
JC
769
Jacobs & Co
California
$1.91M +$9.38K +375 +0.5%
FMBTD
770
First Midwest Bank Trust Division
Illinois
$1.89M +$10.3K +411 +0.5%
RC
771
RBF Capital
California
$1.88M -$55.6K -2,220 -3%
LPC
772
Loeb Partners Corp
New York
$1.88M +$1.88M +75,000 New
WC
773
Whitney & Co
New York
$1.87M -$82.7K -3,306 -4%
IA
774
Icon Advisers
Colorado
$1.87M – – –
MIC
775
Meridian Investment Counsel
California
$1.86M +$6.01K +240 +0.3%
29 30
31
32 33