WMT icon

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 %
GA
776
GFS Advisors
Texas
$1.83M – – –
ICAS
777
Investors Capital Advisory Services
Massachusetts
$1.82M +$389K +15,543 +27%
SKK
778
Shepherd Kaplan Krochuk
Massachusetts
$1.81M -$107K -4,275 -6%
CTA
779
Colonial Trust Advisors
South Carolina
$1.8M -$45K -1,800 -2%
PHIMC
780
Private Harbour Investment Management & Counsel
Ohio
$1.8M -$22.5K -900 -1%
CHC
781
City Holding Co
West Virginia
$1.79M +$239K +9,750 +15%
BSPF
782
British Steel Pension Fund
United Kingdom
$1.79M – – –
CCA
783
Checchi Capital Advisers
California
$1.78M +$54.1K +2,160 +3%
EHWM
784
Eads & Heald Wealth Management
Georgia
$1.77M -$121K -4,836 -6%
SFS
785
Strategic Financial Services
New York
$1.76M +$1.76M +70,500 New
NBC
786
Neuberger Berman Canada
Ontario, Canada
$1.76M +$1.76M +70,200 New
SSB
787
Sandy Spring Bank
Maryland
$1.74M -$18.2K -726 -1%
SC
788
SouthState Corp
Florida
$1.74M -$92.7K -3,705 -5%
ACM
789
Argentus Capital Management
Texas
$1.73M -$124K -4,959 -7%
PWW
790
Pettyjohn Wood & White
Virginia
$1.73M +$33.2K +1,326 +2%
LJAC
791
L.J. Altfest & Co
New York
$1.73M -$27.3K -1,077 -2%
BAM
792
Berkshire Asset Management
Pennsylvania
$1.73M -$13.7K -549 -0.8%
FBT
793
First Bankers Trust
Kentucky
$1.71M -$85.9K -3,435 -5%
TBNY
794
Trustco Bank (New York)
New York
$1.71M +$28.1K +1,125 +2%
ANRIA
795
American National Registered Investment Advisor
Texas
$1.7M -$13.1K -525 -0.8%
ACI
796
Advance Capital I
Michigan
$1.7M +$1.7M +67,800 New
DBIA
797
Dumont & Blake Investment Advisors
New Jersey
$1.69M -$20.6K -825 -1%
WAM
798
Wilsey Asset Management
California
$1.69M -$23K -918 -1%
AIM
799
Aspen Investment Management
Michigan
$1.68M +$21K +840 +1%
JG
800
Jefferies Group
New York
$1.67M +$37.8K +1,512 +2%
30 31
32
33 34