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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 %
MWAC
1226
Mariner Wealth Advisors (Cincinnati)
Ohio
$275K -$6.6K -264 -2%
KA
1227
Kovack Advisors
Florida
$275K +$275K +11,001 New
NPF
1228
Norris Perne & French
Michigan
$272K – – –
MCC
1229
Mid Continent Capital
Illinois
$269K – – –
HH
1230
Hilltop Holdings
Texas
$268K -$29.3K -1,173 -10%
ST
1231
Stifel Trust
Missouri
$268K -$1.88K -75 -0.7%
HBT
1232
Hills Bank & Trust
Iowa
$267K -$7.49K -300 -3%
VF
1233
Virtu Financial
New York
$266K -$440K -17,601 -62%
ACM
1234
Alpha Capital Management
Texas
$266K -$103K -4,125 -28%
NSIM
1235
North Star Investment Management
Illinois
$264K +$526 +21 +0.2%
UFG
1236
United Fire Group
Iowa
$263K – – –
AB
1237
Atlas Brown
Kentucky
$262K +$15K +600 +6%
TC
1238
Telemus Capital
Michigan
$261K +$14.9K +594 +6%
IIA
1239
IPG Investment Advisors
California
$260K +$260K +10,404 New
WIC
1240
Wilkins Investment Counsel
Massachusetts
$260K -$7.49K -300 -3%
PWM
1241
ParenteBeard Wealth Management
Pennsylvania
$259K – – –
CRC
1242
Curi RMB Capital
Illinois
$255K -$6.15K -246 -2%
Tudor Investment Corp
1243
Tudor Investment Corp
Connecticut
$255K -$1.88K -75 -0.7%
MCM
1244
MAI Capital Management
Ohio
$252K -$14.8K -591 -6%
FFA
1245
First Foundation Advisors
California
$252K -$5.93K -237 -2%
RMDI
1246
R.M. Davis Inc
Maine
$252K +$42.1K +1,683 +20%
HSA
1247
Hussman Strategic Advisors
Maryland
$251K -$251K -10,050 -50%
TWM
1248
Torch Wealth Management
Ohio
$251K – – –
ECM
1249
EagleClaw Capital Management
Massachusetts
$249K – – –
BOS
1250
Bingham Osborn & Scarborough
California
$248K -$113K -4,500 -31%
48 49
50
51 52