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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 %
SIP
1176
Stoneridge Investment Partners
Pennsylvania
$330K – – –
TIC
1177
Trees Investment Counsel
Illinois
$328K -$11.8K -471 -3%
PCA
1178
Private Capital Advisors
Connecticut
$327K – – –
MA
1179
MCF Advisors
Kentucky
$326K +$3.13K +123 +1%
LCM
1180
Logan Capital Management
Pennsylvania
$325K -$115K -4,611 -26%
SIM
1181
SSI Investment Management
California
$322K -$7.06K -282 -2%
KIC
1182
Keating Investment Counselors
Florida
$321K -$4.45M -177,705 -93%
MSR
1183
Main Street Research
Connecticut
$316K +$32.3K +1,290 +11%
SGAM
1184
Steinberg Global Asset Management
Florida
$315K +$2.78K +111 +0.9%
LCM
1185
Liberty Capital Management
Michigan
$314K -$7.35K -294 -2%
LNC
1186
Lincoln National Corp
Pennsylvania
$314K +$30.9K +1,233 +11%
BST
1187
Bath Savings Trust
Maine
$313K -$24.4K -975 -7%
DHFB
1188
Dixon Hubard Feinour & Brown
Virginia
$310K -$3.31K -132 -1%
CL
1189
CPWM LLC
Washington
$310K +$107K +4,287 +53%
CK
1190
Carnick & Kubik
Colorado
$308K – – –
TSW
1191
Thompson Siegel & Walmsley
Virginia
$307K -$20.7K -825 -6%
BCM
1192
Buckhead Capital Management
Georgia
$305K -$21K -840 -6%
CI
1193
Cowen Inc
New York
$305K – – –
AAM
1194
Azzad Asset Management
Virginia
$303K -$398K -15,894 -57%
PGCM
1195
Prescott Group Capital Management
Oklahoma
$300K – – –
WG
1196
Welch Group
Alabama
$300K +$49.4K +1,974 +20%
LCP
1197
LGT Capital Partners
Switzerland
$300K +$300K +12,000 New
PFP
1198
Pinnacle Financial Partners
Tennessee
$299K -$4.44K -177 -1%
WIL
1199
Winifred I. Li
$298K -$800K -31,995 -73%
TCM
1200
Tradewinds Capital Management
Washington
$297K -$41.4K -1,653 -12%
46 47
48
49 50