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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 %
UBWV
1151
United Bank (West Virginia)
West Virginia
$365K – – –
PCM
1152
Perritt Capital Management
Illinois
$364K -$56.3K -2,250 -13%
HTHT
1153
Hemenway Trust Hemenway Trust
New Hampshire
$364K +$22.5K +900 +7%
SWM
1154
SVA Wealth Management
Wisconsin
$362K -$34.1K -1,362 -9%
ZIC
1155
ZWJ Investment Counsel
Georgia
$360K -$12.6M -503,109 -97%
CWM
1156
Confluence Wealth Management
Oregon
$360K +$360K +14,406 New
BB
1157
Bell Bank
North Dakota
$359K -$70.4K -2,814 -16%
PLFAM
1158
Pineno Levin & Ford Asset Management
Virginia
$354K -$7.51K -300 -2%
CL
1159
Choreo LLC
Illinois
$352K -$48.2K -1,926 -12%
PAA
1160
Peregrine Asset Advisers
Oregon
$352K – – –
BFIM
1161
Beese Fulmer Investment Management
Ohio
$351K – – –
NCM
1162
Novare Capital Management
North Carolina
$351K – – –
WCM
1163
Windsor Capital Management
Arizona
$350K +$24.8K +993 +8%
BCMU
1164
BlueCrest Capital Management (UK)
Guernsey
$349K +$349K +13,965 New
JIM
1165
Jensen Investment Management
Oregon
$348K -$186K -7,440 -35%
WA
1166
Waverly Advisors
Alabama
$348K +$45.5K +1,818 +15%
CC
1167
Courier Capital
New York
$344K +$451 +18 +0.1%
BFA
1168
Beaumont Financial Advisors
Massachusetts
$343K -$4.22M -168,555 -92%
WA
1169
WealthTrust Axiom
Pennsylvania
$339K – – –
GAM
1170
Gould Asset Management
California
$339K +$82.6K +3,300 +32%
HIM
1171
Hillsdale Investment Management
Ontario, Canada
$338K -$22.5K -900 -6%
AWA
1172
AmeriServ Wealth Advisors
Pennsylvania
$334K +$99.9K +3,987 +43%
MGIA
1173
Moneta Group Investment Advisors
Missouri
$333K +$10.5K +420 +3%
HCMT
1174
Highland Capital Management (Tennessee)
Tennessee
$332K -$142K -5,688 -30%
CAS
1175
CTC Alternative Strategies
Illinois
$330K +$330K +13,200 New
45 46
47
48 49