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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 %
TIM
1076
Tortoise Investment Management
New York
$489K +$10.5K +420 +2%
KFS
1077
Kurt F. Somerville
$488K – – –
BFO
1078
Boston Family Office
Massachusetts
$484K – – –
WEC
1079
Winslow Evans & Crocker
Massachusetts
$479K +$4.2K +168 +0.9%
VCM
1080
Violich Capital Management
California
$479K +$7.51K +300 +2%
AMG
1081
Asset Management Group
Connecticut
$478K +$5.93K +237 +1%
PL
1082
Plancorp LLC
Missouri
$477K -$1.09M -43,395 -69%
PMFA
1083
Plante Moran Financial Advisors
Michigan
$475K +$139K +5,577 +42%
1GA
1084
1st Global Advisors
Texas
$473K -$976 -39 -0.2%
IWC
1085
Integrated Wealth Counsel
California
$470K -$359K -14,346 -43%
GI
1086
Glovista Investments
New Jersey
$467K -$7.23M -289,242 -94%
JIC
1087
Joel Isaacson & Co
New York
$467K +$132K +5,256 +39%
GC
1088
Grimes & Company
Massachusetts
$466K +$150 +6 +0%
SA
1089
SRH Advisors
Kansas
$465K – – –
FTI
1090
Fiduciary Trust International
Massachusetts
$462K -$55.8K -2,232 -11%
MPWT
1091
MassMutual Private Wealth & Trust
Connecticut
$458K +$127K +5,094 +39%
HRIA
1092
Haberer Registered Investment Advisor
Ohio
$458K -$45K -1,800 -9%
MAA
1093
Matrix Asset Advisors
New York
$456K – – –
PWM
1094
Perigon Wealth Management
California
$451K +$69.7K +2,790 +18%
NYLIM
1095
New York Life Investment Management
New York
$450K +$165K +6,600 +58%
GWI
1096
Grace & White Inc
New York
$449K – – –
PFSC
1097
Peoples Financial Services Corp
Pennsylvania
$444K -$15K -600 -3%
QAM
1098
Quantres Asset Management
Cayman Islands
$443K +$443K +17,700 New
AHC
1099
Adell Harriman & Carpenter
Texas
$441K +$2.48K +99 +0.6%
FCM
1100
Forester Capital Management
Illinois
$441K -$31.5K -1,260 -7%
42 43
44
45 46