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 %
WSFS
801
Wilmington Savings Fund Society
Delaware
$1.67M +$104K +4,146 +7%
GA
802
Geneva Advisors
Illinois
$1.67M -$349K -13,962 -17%
PAMG
803
Patton Albertson Miller Group
Tennessee
$1.67M +$115K +4,581 +7%
LPT
804
Legacy Private Trust
Wisconsin
$1.67M +$128K +5,127 +8%
ARTA
805
A.R.T. Advisors
New York
$1.66M -$4.25M -170,034 -72%
ABP
806
Arthur B. Page
$1.65M -$101K -4,050 -6%
WFM
807
Wilmington Funds Management
Delaware
$1.65M -$706K -28,200 -30%
VIA
808
Vantage Investment Advisors
Pennsylvania
$1.64M +$55.5K +2,217 +4%
FWCM
809
Ferguson Wellman Capital Management
Oregon
$1.63M +$8.71K +348 +0.5%
OCM
810
Orleans Capital Management
Louisiana
$1.61M +$30K +1,200 +2%
SYBT
811
Stock Yards Bank & Trust
Kentucky
$1.61M -$87K -3,474 -5%
MIM
812
Miller Investment Management
Pennsylvania
$1.61M -$176K -7,020 -10%
MNBTD
813
Moody National Bank Trust Division
Texas
$1.61M -$3.75K -150 -0.2%
GIP
814
Greatmark Investment Partners
Georgia
$1.6M – – –
CCM
815
CrestPoint Capital Management
Missouri
$1.6M – – –
Kayne Anderson Rudnick Investment Management
816
Kayne Anderson Rudnick Investment Management
California
$1.59M – – –
GRQ
817
Gardner Russo & Quinn
Pennsylvania
$1.58M – – –
CSS
818
Cubist Systematic Strategies
Connecticut
$1.57M +$1.57M +62,787 New
BT
819
Bankers Trust
Iowa
$1.56M -$61.4K -2,454 -4%
PI
820
Pettee Investors
Connecticut
$1.56M +$46.9K +1,875 +3%
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$1.55M -$3.75K -150 -0.2%
CDH
822
Charles D. Hyman
$1.55M – – –
RAM
823
Redmond Asset Management
Virginia
$1.55M +$16.3K +651 +1%
BFM
824
Boston Financial Management
Massachusetts
$1.53M -$227K -9,060 -13%
LKIM
825
Lawson Kroeker Investment Management
Nebraska
$1.53M -$10.1K -402 -0.7%
31 32
33
34 35