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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 %
CFA
1001
Carroll Financial Associates
North Carolina
$715K +$198K +7,908 +38%
ST
1002
Somerset Trust
Pennsylvania
$710K +$53.6K +2,139 +8%
SAMC
1003
Shinko Asset Management Company
Japan
$705K -$49.6K -1,980 -7%
AW
1004
Alpha Windward
Massachusetts
$699K -$33.6K -1,341 -5%
KCPG
1005
Kavar Capital Partners Group
Kansas
$699K – – –
HSA
1006
HBK Sorce Advisory
Pennsylvania
$698K +$25.8K +1,029 +4%
JRP
1007
Jasper Ridge Partners
California
$696K – – –
HB
1008
Homrich & Berg
Georgia
$691K -$58.4K -2,334 -8%
Two Sigma Advisers
1009
Two Sigma Advisers
New York
$691K +$691K +27,612 New
CT
1010
Cambridge Trust
Massachusetts
$689K -$90.4K -3,615 -12%
GLI
1011
Guardian Life Insurance
New York
$689K +$5.18K +207 +0.8%
GSBTD
1012
Glenview State Bank Trust Department
Illinois
$688K – – –
ST
1013
Spinnaker Trust
Maine
$683K -$18.8K -750 -3%
OC
1014
Oarsman Capital
Wisconsin
$682K -$7.13K -285 -1%
CS
1015
Cannell & Spears
New York
$672K -$7.51K -300 -1%
AA
1016
ALPS Advisors
Colorado
$672K +$82.2K +3,285 +14%
WB
1017
Webster Bank
Connecticut
$668K -$135K -5,400 -17%
PIA
1018
Peachtree Investment Advisors
Georgia
$668K +$82K +3,276 +14%
HW
1019
Hancock Whitney
Mississippi
$665K – – –
EIA
1020
Edgemoor Investment Advisors
Maryland
$664K +$71.9K +2,874 +12%
SJL
1021
Shayne & Jacobs LLC
Tennessee
$652K – – –
SSWM
1022
Smith Salley Wealth Management
North Carolina
$644K +$644K +25,710 New
BC
1023
Banced Corp
Illinois
$643K +$34K +1,359 +6%
PWP
1024
Private Wealth Partners
California
$642K – – –
WPC
1025
White Pine Capital
Minnesota
$640K -$158K -6,300 -20%
39 40
41
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