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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 %
Envestnet Asset Management
976
Envestnet Asset Management
Illinois
$807K -$188K -7,506 -19%
CCFCSB
977
Cape Cod Five Cents Savings Bank
Massachusetts
$805K -$3.76K -150 -0.5%
EB
978
Eastern Bank
Massachusetts
$804K -$90K -3,597 -10%
SBWM
979
Sunflower Bank Wealth Management
Arizona
$804K – – –
SSG
980
Summit Securities Group
New York
$796K +$263K +10,500 +49%
WWM
981
Willingdon Wealth Management
North Carolina
$796K +$796K +31,800 New
BSW
982
Buckingham Strategic Wealth
Missouri
$793K -$142K -5,670 -15%
TF
983
Tompkins Financial
New York
$789K +$6.01K +240 +0.8%
FNBOMD
984
First National Bank of Mount Dora
Florida
$773K – – –
IHL
985
Investment House LLC
California
$772K -$82.6K -3,300 -10%
BTCOSD
986
Bankers Trust Company of South Dakota
Iowa
$772K – – –
GBA
987
Garrison Bradford & Associates
New York
$769K – – –
CIA
988
Covington Investment Advisors
Pennsylvania
$763K -$10.1K -405 -1%
AW
989
ACG Wealth
Georgia
$758K -$148K -5,934 -16%
WP
990
WMS Partners
Maryland
$756K -$53.6K -2,145 -7%
DMC
991
Drexel Morgan & Co
Pennsylvania
$749K +$40.4K +1,617 +6%
ID
992
Integral Derivatives
New York
$746K +$78.8K +3,150 +12%
CWM
993
Concert Wealth Management
California
$740K +$66.2K +2,754 +10%
AUB
994
Atlantic Union Bankshares
Virginia
$735K +$17.2K +687 +2%
WMSA
995
Weiss Multi-Strategy Advisers
New York
$732K +$732K +29,250 New
MIHAS
996
Maj Invest Holding A/S
Denmark
$729K +$180K +7,200 +33%
CB
997
Cooke & Bieler
Pennsylvania
$728K – – –
BAS
998
Brown Advisory Securities
Maryland
$725K -$12K -480 -2%
RMAM
999
Raab & Moskowitz Asset Management
New Jersey
$719K -$604K -24,126 -46%
NAMA
1000
Nikko Asset Management Americas
New York
$719K – – –
38 39
40
41 42