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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 %
SMC
951
Smith, Moore & Co
Missouri
$943K +$55K +2,196 +6%
PSI
952
Pinnacle Summer Investments
Virginia
$938K -$104K -4,134 -10%
HTC
953
Haverford Trust Company
Pennsylvania
$932K +$22.5K +900 +2%
NGA
954
Naples Global Advisors
Florida
$925K -$7.36K -294 -0.8%
MPIA
955
Mountain Pacific Investment Advisers
Idaho
$917K -$90.1K -3,600 -9%
CNBT
956
Canandaigua National Bank & Trust
New York
$906K -$63.3K -2,532 -7%
MPI
957
Mairs & Power Inc
Minnesota
$905K +$75.1K +3,000 +9%
GIS
958
Guardian Investor Services
New York
$903K -$33.1K -1,323 -4%
ASN
959
Advisory Services Network
Georgia
$896K +$39.7K +1,587 +5%
MIM
960
Montgomery Investment Management
Maryland
$886K -$32.6K -1,302 -4%
SC
961
Savant Capital
Illinois
$877K -$31.5K -1,260 -3%
SNBOSD
962
Security National Bank of So Dak
Iowa
$873K -$4.36K -174 -0.5%
Massachusetts Financial Services
963
Massachusetts Financial Services
Massachusetts
$872K +$126K +5,019 +17%
PAI
964
Pittenger & Anderson Inc
Nebraska
$871K +$18K +720 +2%
BT
965
Beacon Trust
New Jersey
$870K -$33.3K -1,329 -4%
EVM
966
Evelyn V. Moreno
$864K +$62.7K +2,505 +8%
CC
967
Cadinha & Co
Hawaii
$863K -$30K -1,200 -3%
HCM
968
Hollencrest Capital Management
California
$862K +$315K +12,603 +58%
MSU
969
Maple Securities USA
New Jersey
$858K +$636K +25,422 +286%
TCM
970
Texan Capital Management
Texas
$849K +$26.3K +1,050 +3%
CCG
971
Chatham Capital Group
Georgia
$833K – – –
FCMC
972
Founders Capital Management (Connecticut)
Connecticut
$824K +$111K +4,434 +16%
PRCM
973
Pine River Capital Management
Minnesota
$822K +$822K +32,850 New
ARMT
974
Amica Retiree Medical Trust
Rhode Island
$817K – – –
LW
975
Linscomb Wealth
Texas
$813K -$28.7K -1,149 -3%
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