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 %
BFEC
901
Benjamin F. Edwards & Company
Missouri
$1.15M -$109K -4,347 -9%
WS
902
Wedbush Securities
California
$1.15M +$133K +5,316 +13%
LWM
903
LBA Wealth Management
Florida
$1.15M +$3.75K +150 +0.3%
IMS
904
Index Management Solutions
Pennsylvania
$1.14M +$762K +30,459 +199%
WTIM
905
Wilmington Trust Investment Management
Delaware
$1.14M -$1.1M -43,800 -49%
WAM
906
Wolverine Asset Management
Illinois
$1.14M -$759K -30,345 -40%
TCOV
907
Trust Company of Vermont
Vermont
$1.14M -$300 -12 -0%
RHJA
908
Rice Hall James & Associates
California
$1.13M – – –
BAM
909
Burgundy Asset Management
Ontario, Canada
$1.13M – – –
ANB
910
Amarillo National Bank
Texas
$1.13M -$73.4K -2,934 -6%
CTI
911
Community Trust & Investment
Kentucky
$1.12M +$901K +36,000 +403%
WRM
912
Westport Resources Management
Connecticut
$1.12M -$36.8K -1,470 -3%
MPM
913
Meritage Portfolio Management
Kansas
$1.1M +$150K +6,000 +16%
KIA
914
KCM Investment Advisors
California
$1.1M +$195K +7,785 +21%
HHC
915
Hutchin Hill Capital
New York
$1.1M +$1.1M +43,800 New
CIM
916
CIM Investment Management
Pennsylvania
$1.1M -$29.4K -1,176 -3%
RT
917
Reliance Trust
Georgia
$1.09M -$250K -9,999 -19%
NIM
918
Northeast Investment Management
Massachusetts
$1.09M +$147K +5,886 +16%
FDCC
919
Foster Dykema Cabot & Co
Massachusetts
$1.08M -$2.63K -105 -0.2%
WCA
920
Westover Capital Advisors
Delaware
$1.08M -$870K -34,764 -45%
FM
921
Forward Management
California
$1.08M +$15.5K +618 +1%
BDF
922
Balasa Dinverno & Foltz
$1.07M -$46.1K -1,842 -4%
CIC
923
Crawford Investment Counsel
Georgia
$1.07M -$2.25K -90 -0.2%
SCM
924
Stux Capital Management
New York
$1.06M +$1.06M +42,300 New
IFS
925
Ifrah Financial Services
Arkansas
$1.05M -$2.85K -114 -0.3%
35 36
37
38 39