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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 %
Mariner
826
Mariner
Kansas
$1.53M -$116K -4,653 -7%
SAM
827
Silvercrest Asset Management
New York
$1.52M +$37.5K +1,500 +3%
DA
828
Dillon & Associates
Michigan
$1.51M – – –
BA
829
Birinyi Associates
Connecticut
$1.51M -$113K -4,500 -7%
FGP
830
Foyston, Gordon, & Payne
Ontario, Canada
$1.5M – – –
BPM
831
Bowling Portfolio Management
Ohio
$1.49M -$58K -2,319 -4%
BC
832
Bartlett & Co
Ohio
$1.49M +$16K +639 +1%
NIC
833
Northwest Investment Counselors
Oregon
$1.48M -$27.5K -1,098 -2%
MCM
834
Manchester Capital Management
Vermont
$1.48M -$30K -1,200 -2%
CA
835
Cetera Advisors
Colorado
$1.46M +$255K +10,146 +21%
SCM
836
Shelton Capital Management
Colorado
$1.46M -$263K -10,500 -15%
MM
837
Midas Management
New York
$1.46M -$533K -21,300 -27%
JFL
838
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.45M +$16.1K +642 +1%
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.45M – – –
SI
840
SII Investments
Wisconsin
$1.45M +$11K +438 +0.8%
DCM
841
Dynamic Capital Management
Jersey
$1.44M +$1.44M +57,594 New
CIA
842
Capital Investment Advisors
Georgia
$1.43M +$1.8K +72 +0.1%
CB
843
Chemical Bank
Michigan
$1.43M -$167K -6,651 -10%
SCM
844
Snow Capital Management
Pennsylvania
$1.41M +$1.41M +56,448 New
IB
845
Intrust Bank
Kansas
$1.41M +$370K +14,799 +36%
OCM
846
One Capital Management
California
$1.41M -$4.81K -192 -0.3%
JCM
847
JD Capital Management
Connecticut
$1.4M +$1.4M +56,100 New
BCM
848
Bluefin Capital Management
New York
$1.4M +$35.6K +1,473 +3%
BO
849
BRR OpCo
Ohio
$1.4M -$8.71K -372 -0.6%
VFA
850
Virtus Fund Advisers
Connecticut
$1.4M +$1.4M +55,743 New
32 33
34
35 36