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 %
CR
1026
Cooperatieve Rabobank
Netherlands
$629K -$464K -18,552 -42%
AWS
1027
Aris Wealth Services
Pennsylvania
$625K +$74.3K +2,967 +13%
MHS
1028
M Holdings Securities
Oregon
$624K +$312K +12,492 +100%
ATC
1029
Adirondack Trust Company
New York
$617K +$2.25K +90 +0.4%
SAM
1030
Summit Asset Management
Tennessee
$613K +$32.2K +1,287 +6%
EP
1031
Edgestream Partners
New Jersey
$607K -$1.09M -43,500 -64%
BIM
1032
Bridgecreek Investment Management
Oklahoma
$606K – – –
DWT
1033
Dorsey & Whitney Trust
South Dakota
$600K +$71.4K +2,850 +14%
MBE
1034
Michael B. Elefante
$597K – – –
TCOT
1035
Trust Company of Toledo
Ohio
$594K -$12K -480 -2%
VNA
1036
VNBTrust National Association
Virginia
$585K +$1.95K +78 +0.3%
FHB
1037
First Hawaiian Bank
Hawaii
$579K -$2.25K -90 -0.4%
FFSOTS
1038
Fiduciary Financial Services of The Southwest
Texas
$574K – – –
RH
1039
Rayner & Haynor
California
$571K -$15K -600 -3%
BCM
1040
Birmingham Capital Management
Alabama
$571K – – –
CC
1041
Cannell & Co
New York
$569K -$37.6K -1,500 -6%
KB
1042
Kimelman & Baird
New York
$566K +$300K +12,000 +113%
Rafferty Asset Management
1043
Rafferty Asset Management
New York
$562K -$172K -6,888 -23%
CG
1044
Clinton Group
New York
$554K -$49.2K -1,965 -8%
I2I
1045
Insight 2811 Inc
Illinois
$543K +$23K +921 +4%
MA
1046
Marshwinds Advisory
Georgia
$541K – – –
MAA
1047
Mraz Amerine & Associates
California
$540K – – –
OWD
1048
Osborn Williams & Donohoe
Ohio
$538K +$15.4K +600 +3%
EIM
1049
Essex Investment Management
Massachusetts
$535K – – –
NAM
1050
Nichols Asset Management
Massachusetts
$533K – – –
40 41
42
43 44