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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 %
PVWM
1251
Point View Wealth Management
New Jersey
$248K – – –
KL
1252
Kinsight LLC
Alabama
$246K – – –
BRWM
1253
B. Riley Wealth Management
Tennessee
$245K +$7.71K +309 +3%
EIP
1254
Epoch Investment Partners
New York
$245K +$12.6K +501 +5%
ICM
1255
IMS Capital Management
Oregon
$244K +$150 +6 +0.1%
NIM
1256
NuWave Investment Management
New Jersey
$244K +$237K +9,492 +3,555%
CPO
1257
Cerity Partners OCIO
New York
$241K -$24.6K -984 -9%
SCA
1258
Salient Capital Advisors
Texas
$239K -$310K -12,387 -56%
LIA
1259
LBMC Investment Advisors
Tennessee
$239K -$676 -27 -0.3%
RW
1260
Rand Wealth
Maryland
$239K – – –
NFGCM
1261
Norman Fields Gottscho Capital Management
New York
$238K +$238K +9,501 New
NYLT
1262
New York Life Trust
New York
$237K -$21.5K -858 -8%
HC
1263
Hendley & Co
Ohio
$237K – – –
HI
1264
Hudock Inc
Pennsylvania
$237K +$11.3K +453 +5%
TCM
1265
Tetrem Capital Management
Manitoba, Canada
$237K +$21.1K +789 +10%
SM
1266
Stratton Management
Pennsylvania
$235K -$5.64K -225 -2%
GT
1267
Greenleaf Trust
Michigan
$235K +$29.3K +1,170 +14%
BBNB
1268
Baker Boyer National Bank
Washington
$234K – – –
FPCM
1269
Financial Partners Capital Management
New York
$233K – – –
SFM
1270
Signature Financial Management
Virginia
$231K +$231K +9,198 New
TNB
1271
Thomasville National Bank
Georgia
$230K – – –
DVM
1272
Dreman Value Management
Florida
$230K +$230K +9,207 New
MIAN
1273
Mariner Independent Advisor Network
Kansas
$230K +$230K +9,189 New
EAM
1274
Evanson Asset Management
California
$229K +$11.5K +459 +5%
KPCM
1275
Kings Point Capital Management
New York
$227K +$58K +2,322 +34%
49 50
51
52 53