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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 %
CCMG
1201
Clark Capital Management Group
Pennsylvania
$296K +$14.3K +573 +5%
BTCR
1202
Bankers Trust Cedar Rapids
Iowa
$293K – – –
WI
1203
Wedgewood Investors
Pennsylvania
$292K – – –
FAM
1204
Formidable Asset Management
Ohio
$291K – – –
HHGA
1205
Halbert Hargrove Global Advisors
California
$291K +$291K +11,640 New
GAM
1206
Garrison Asset Management
Arkansas
$289K +$33.9K +1,353 +13%
MCWS
1207
McKinley Carter Wealth Services
West Virginia
$287K -$82.4K -3,288 -22%
JWBC
1208
J.W. Burns & Co
New York
$287K +$12.1K +486 +4%
EWA
1209
Exencial Wealth Advisors
Oklahoma
$285K -$23.9K -930 -8%
NES
1210
New England Securities
New York
$285K -$2.7K -108 -0.9%
PC
1211
Pecaut & Co
Iowa
$285K – – –
LOAMS
1212
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$285K +11,445 New
OAM
1213
Oberweis Asset Management
Illinois
$283K +$225 +9 +0.1%
BBPWM
1214
Blue Bell Private Wealth Management
Pennsylvania
$282K – – –
CPA
1215
Cowen Prime Advisors
New York
$281K -$17K -681 -6%
CIC
1216
Carnegie Investment Counsel
Ohio
$280K -$341K -13,638 -55%
MLL
1217
Moody Lynn & Lieberson
Massachusetts
$280K – – –
PIM
1218
Penobscot Investment Management
Massachusetts
$280K +$280K +11,160 New
GIP
1219
Granite Investment Partners
California
$279K – – –
NAM
1220
NTV Asset Management
West Virginia
$278K -$50.6K -2,025 -15%
KT
1221
Kanaly Trust
Texas
$277K -$25.5K -1,017 -8%
AF
1222
Allworth Financial
California
$277K -$300 -12 -0.1%
SWM
1223
Segment Wealth Management
Texas
$277K +$22.9K +912 +9%
MMG
1224
Monetary Management Group
Missouri
$276K -$7.51K -300 -3%
IFB
1225
iAB Financial Bank
Indiana
$276K +$54.4K +2,175 +25%
47 48
49
50 51