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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 %
WA
851
WFG Advisors
Texas
$1.39M +$42K +1,677 +3%
RC
852
Roundview Capital
New Jersey
$1.38M +$451 +18 +0%
GIA
853
GHP Investment Advisors
Colorado
$1.38M +$15.7K +627 +1%
SCM
854
Schnieders Capital Management
California
$1.37M -$36K -1,440 -3%
BFG
855
Beacon Financial Group
Texas
$1.37M +$116K +4,632 +9%
RMA
856
Roffman Miller Associates
Pennsylvania
$1.36M +$71.8K +2,868 +6%
WC
857
Whitnell & Co
Illinois
$1.32M +$52.6K +2,100 +4%
BGDI
858
BW Gestao de Investimentos
Brazil
$1.32M -$52.6K -2,100 -4%
MC
859
Moors & Cabot
Massachusetts
$1.32M +$121K +4,812 +10%
GIM
860
Goelzer Investment Management
Indiana
$1.32M -$9.54K -381 -0.7%
ACS
861
Archford Capital Strategies
Illinois
$1.31M -$43.5K -1,737 -3%
FSC
862
Fiduciary Services Corp
Georgia
$1.3M +$75.2K +3,006 +6%
IMOV
863
Investment Management of Virginia
Virginia
$1.29M -$13.1K -525 -1%
MIM
864
Midwest Investment Management
Ohio
$1.29M -$7.5K -300 -0.6%
OIA
865
Optimum Investment Advisors
Illinois
$1.28M -$66.1K -2,640 -5%
Jane Street
866
Jane Street
New York
$1.28M -$1.76M -70,158 -58%
CCG
867
Cypress Capital Group
Florida
$1.28M +$19K +759 +2%
CSUI
868
Cincinnati Specialty Underwriters Insurance
Ohio
$1.28M – – –
DD
869
Dominick & Dominick
New York
$1.28M +$92.5K +3,696 +8%
PCM
870
Parsons Capital Management
Rhode Island
$1.27M +$93.7K +3,747 +8%
CNC
871
Citizens & Northern Corp
Pennsylvania
$1.27M -$28.2K -1,125 -2%
MIU
872
Man Investments (UK)
United Kingdom
$1.27M -$877K -35,073 -41%
BEAM
873
Baker Ellis Asset Management
Washington
$1.27M -$398K -15,912 -24%
SAM
874
Sequent Asset Management
Texas
$1.26M – – –
FNBTCON
875
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M +$5.15K +210 +0.4%
33 34
35
36 37