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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 %
CAI
1101
Capital Advisors Inc
Oklahoma
$438K – – –
JWM
1102
Jacobus Wealth Management
Wisconsin
$430K – – –
ITIM
1103
Indiana Trust & Investment Management
Indiana
$428K +$169K +6,735 +65%
HC
1104
Highmount Capital
New York
$427K +$1.88K +75 +0.4%
JEW
1105
Jamison Eaton & Wood
New Jersey
$426K – – –
CAM
1106
CG Asset Management
New York
$425K – – –
FNBOH
1107
First National Bank of Hutchinson
Kansas
$424K -$26.3K -1,050 -6%
FNBOO
1108
First National Bank of Omaha
Nebraska
$422K +$33.1K +1,323 +9%
ACM
1109
Apex Capital Management
Ohio
$421K – – –
BCMIO
1110
Beacon Capital Management Inc (Ohio)
Ohio
$419K -$24.6K -984 -6%
FWP
1111
FAS Wealth Partners
Kansas
$419K -$11.6K -462 -3%
CCM
1112
Courage Capital Management
Tennessee
$417K – – –
IH
1113
IFC Holdings
Florida
$413K +$62.1K +2,460 +18%
ZCA
1114
Zeke Capital Advisors
Pennsylvania
$411K +$13.2K +528 +3%
BRWA
1115
B. Riley Wealth Advisors
Florida
$410K +$205K +16,122 +100%
TIA
1116
Tiemann Investment Advisors
California
$410K +$11.3K +450 +3%
NME
1117
Notis-McConarty Edward
$409K – – –
B
1118
Bailard
California
$408K -$177K -7,086 -30%
SFSG
1119
Stearns Financial Services Group
North Carolina
$405K +$75 +3 +0%
CCB
1120
Cutter & Co Brokerage
Missouri
$404K -$376 -15 -0.1%
JPMIA
1121
J.P. Marvel Investment Advisors
Massachusetts
$404K – – –
AP
1122
Appleton Partners
Massachusetts
$403K -$35.4K -1,416 -8%
TWA
1123
TCI Wealth Advisors
Arizona
$403K -$15K -600 -4%
Carson Wealth (CWM LLC)
1124
Carson Wealth (CWM LLC)
Nebraska
$396K +$396K +15,822 New
FMLI
1125
Fukoku Mutual Life Insurance
Japan
$395K – – –
43 44
45
46 47