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 %
WA
876
WBH Advisory
Maryland
$1.26M +$38.4K +1,536 +3%
SAS
877
Spectrum Advisory Services
Georgia
$1.25M +$665K +26,550 +113%
RHDIC
878
R.H. Dinel Investment Counsel
California
$1.25M -$86.3K -3,450 -6%
WKA
879
Wilson Kemp & Associates
Michigan
$1.24M -$203K -8,100 -14%
EA
880
Emerald Advisers
Pennsylvania
$1.24M -$90.3K -3,609 -7%
DIS
881
Diversified Investment Strategies
Louisiana
$1.24M – – –
AP
882
Advisor Partners
California
$1.23M +$37.8K +1,509 +3%
WA
883
Wheatland Advisors
Pennsylvania
$1.23M +$265 +9 +0%
PP
884
Paloma Partners
Connecticut
$1.21M +$1.21M +48,486 New
SWP
885
Stratos Wealth Partners
Ohio
$1.21M +$1.21M +48,408 New
FCFC
886
First Commonwealth Financial Corp
Pennsylvania
$1.2M +$31.8K +1,272 +3%
NJBEST
887
New Jersey Better Educational Savings Trust
New Jersey
$1.2M -$150K -6,000 -11%
DSC
888
Duncker Streett & Co
Missouri
$1.19M +$12.4K +495 +1%
MIC
889
MU Investments Company
Japan
$1.19M -$113K -4,500 -9%
MCM
890
Maryland Capital Management
Maryland
$1.19M +$326K +13,035 +38%
PH
891
Pinnacle Holdings
Oklahoma
$1.18M -$22.8K -912 -2%
GGI
892
Godsey & Gibb Inc
Virginia
$1.18M -$41.3K -1,650 -3%
CBU
893
CIBC Bank USA
Illinois
$1.18M -$660K -26,370 -36%
SNBOSCI
894
Security National Bank of Sioux City Iowa
Iowa
$1.18M +$3.08K +123 +0.3%
BSWMG
895
Barrington Strategic Wealth Management Group
Illinois
$1.18M +$2.1K +84 +0.2%
BA
896
Boston Advisors
Massachusetts
$1.18M -$11M -440,667 -90%
WCM
897
Wunderlich Capital Managemnt
Tennessee
$1.17M +$10.5K +417 +0.9%
GLA
898
Great Lakes Advisors
Illinois
$1.17M +$94.4K +3,771 +9%
ST
899
Smithfield Trust
Pennsylvania
$1.16M +$3.08K +123 +0.3%
BFC
900
Blue Fin Capital
Rhode Island
$1.16M -$2.63K -105 -0.2%
34 35
36
37 38