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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 %
GAG
1276
GM Advisory Group
New York
$224K -$33.1K -1,326 -13%
MBT
1277
Montecito Bank & Trust
California
$224K +$224K +8,958 New
SCG
1278
Strategic Capital Group
Washington
$222K -$98.8K -3,945 -31%
WJA
1279
Williams Jones & Associates
New York
$221K -$251K -10,050 -53%
AMIM
1280
Aull & Monroe Investment Management
Alabama
$218K -$1.42K -57 -0.6%
PWAP
1281
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$218K – – –
RCM
1282
RNC Capital Management
California
$216K – – –
GAM
1283
Gemmer Asset Management
California
$215K +$675 +27 +0.3%
OA
1284
Oxbow Advisors
Texas
$212K -$15K -600 -7%
TC
1285
TradeLink Capital
Illinois
$210K +$210K +8,400 New
NAMP
1286
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K – – –
CT
1287
Coastline Trust
Rhode Island
$208K -$22.6K -900 -10%
BA
1288
Bridgewater Advisors
New York
$206K – – –
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$205K -$2.48M -98,598 -92%
SAM
1290
Strategy Asset Managers
California
$205K – – –
SHWM
1291
Smith & Howard Wealth Management
Georgia
$205K – – –
WFMPM
1292
Woodley Farra Manion Portfolio Management
Indiana
$205K – – –
SCM
1293
Stonebridge Capital Management
California
$204K -$17.7K -708 -8%
AIA
1294
Arbor Investment Advisors
North Carolina
$204K – – –
T
1295
TradeWorx
New Jersey
$204K +$204K +8,166 New
SL
1296
Summitry LLC
California
$203K – – –
HP
1297
HT Partners
Connecticut
$201K -$14.4K -570 -7%
CI
1298
Chartist Inc
California
$201K +$201K +7,785 New
CCM
1299
Coldstream Capital Management
Washington
$200K +$200K +7,974 New
MFBTD
1300
MB Financial Bank - Trust Department
Illinois
$199K -$5.1K -204 -3%
50 51
52
53 54