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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 %
TCB
1126
Texas Capital Bancshares
Texas
$391K -$54.1K -2,160 -12%
OPTFSNA
1127
Old Point Trust & Financial Services N A
Virginia
$390K -$30K -1,200 -7%
BP
1128
Ballentine Partners
Massachusetts
$388K -$14K -561 -3%
SOAMC
1129
Spirit of America Management Corp
New York
$385K -$97.7K -3,900 -20%
LNB
1130
Ledyard National Bank
$383K +$16.3K +651 +4%
RCM
1131
Reynolds Capital Management
Nevada
$383K +$143K +5,700 +59%
DTL
1132
Dynamic Technology Lab
Singapore
$383K +$383K +15,318 New
HCM
1133
Harvest Capital Management
New Hampshire
$381K +$67.5K +2,700 +22%
MRCM
1134
M&R Capital Management
New Jersey
$379K +$2.93K +117 +0.8%
ZTNA
1135
Zions Trust National Association
Utah
$378K -$4.51K -180 -1%
JCM
1136
Janney Capital Management
Pennsylvania
$378K +$25K +996 +7%
SFSIG
1137
San Francisco Sentry Investment Group
California
$376K -$57.2K -2,286 -13%
EBSAM
1138
Eubel Brady & Suttman Asset Management
Ohio
$376K +$7.28K +291 +2%
Verition Fund Management
1139
Verition Fund Management
Connecticut
$376K +$97.2K +3,888 +35%
UMA
1140
USA Mutuals Advisors
Texas
$375K +$375K +15,000 New
MTC
1141
McDaniel Terry & Co
Texas
$374K -$258K -10,320 -41%
NFG
1142
Nadler Financial Group
Illinois
$373K -$18.4K -735 -5%
LC
1143
Lilley & Co
Michigan
$371K +$70.6K +2,823 +24%
STMM
1144
South Texas Money Management
Texas
$370K +$16.9K +675 +5%
TAM
1145
Taurus Asset Management
New York
$369K -$126K -5,040 -25%
TAM
1146
Trillium Asset Management
Massachusetts
$369K -$12.8K -510 -3%
FRM
1147
Foundation Resource Management
Arkansas
$368K – – –
1IA
1148
1834 Investment Advisors
Wisconsin
$368K +$38.1K +1,524 +12%
HPBT
1149
High Point Bank & Trust
North Carolina
$367K -$7.51K -300 -2%
PFS
1150
Prospera Financial Services
Texas
$366K -$32.6K -1,302 -8%
44 45
46
47 48