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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 %
SCM
1051
Sterneck Capital Management
Missouri
$531K -$15K -600 -3%
DSAM
1052
Dock Street Asset Management
Florida
$528K -$82.6K -3,300 -14%
CAM
1053
Congress Asset Management
Massachusetts
$526K +$8.25K +330 +2%
FWM
1054
Focused Wealth Management
New York
$522K -$12.2K -489 -2%
SNT
1055
Security National Trust
West Virginia
$520K -$14.8K -591 -3%
EFSCE
1056
Enterprise Financial Services Corp (EFSC)
Missouri
$516K -$32.2K -1,287 -6%
HWA
1057
Heritage Wealth Advisors
Virginia
$516K – – –
HCMNY
1058
Howard Capital Management (New York)
New York
$515K – – –
IOOF
1059
Independent Order of Foresters
Ontario, Canada
$510K – – –
BJL
1060
Brighton Jones LLC
Washington
$509K +$14K +558 +3%
KFC
1061
Klingenstein Fields & Co
New York
$509K +$15K +600 +3%
IC
1062
IKOS CIF
Cyprus
$509K +$490K +19,644 +2,598%
FHC
1063
First Heartland Consultants
Missouri
$508K -$3.45K -138 -0.7%
TF
1064
Trutina Financial
Washington
$508K – – –
BBA
1065
BLB&B Advisors
Pennsylvania
$508K +$45.3K +1,812 +10%
AIC
1066
Atlantic Investment Company
Georgia
$504K -$4.88K -195 -1%
AT
1067
Acadia Trust
Maine
$501K – – –
CAM
1068
Columbia Asset Management
Michigan
$501K +$375 +15 +0.1%
SCM
1069
SOL Capital Management
Maryland
$498K – – –
T
1070
Thomaspartners
Massachusetts
$496K -$42.5K -1,695 -8%
FFC
1071
First Financial Corp
Indiana
$493K – – –
ANBTV
1072
American National Bank & Trust (Virginia)
Virginia
$492K -$191K -7,611 -28%
W
1073
Wealthfront
California
$492K +$224K +8,865 +84%
WTB
1074
Washington Trust Bank
Washington
$489K -$27.8K -1,113 -5%
PCA
1075
Peddock Capital Advisors
Massachusetts
$489K +$3.68K +147 +0.8%
41 42
43
44 45