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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 %
WA
1301
WealthTrust-Arizona
Arizona
$197K -$3.3K -132 -2%
PR
1302
Payden & Rygel
California
$197K – – –
HDIM
1303
Hanson & Doremus Investment Management
Vermont
$187K – – –
LOCB
1304
Lombard Odier & Cie (Bahamas)
Bahamas
$180K – – –
LWM
1305
Lenox Wealth Management
Ohio
$178K -$39.1K -1,560 -18%
CA
1306
CapWealth Advisors
Tennessee
$176K -$60.1K -2,400 -25%
BKBG
1307
BHF Kleinwort Benson Group
Belgium
$175K -$3.71M -148,350 -95%
FNFDCM
1308
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$175K -$30K -1,200 -15%
S
1309
SignatureFD
Georgia
$158K -$2.32K -93 -1%
ECM
1310
Estabrook Capital Management
New York
$157K -$71.3K -2,850 -31%
M
1311
MOTCO
Texas
$153K -$748 -30 -0.5%
RCWMU
1312
Rothschild & Co Wealth Management (UK)
United Kingdom
$150K – – –
IPC
1313
Independent Portfolio Consultants
Florida
$146K +$146K +5,844 New
CCS
1314
Crosspoint Capital Strategies
California
$142K +$8.18K +324 +6%
CFG
1315
CKW Financial Group
Hawaii
$142K +$37.8K +1,500 +36%
FANJ
1316
Financial Architects (New Jersey)
New Jersey
$140K +$140K +5,589 New
FCCM
1317
First City Capital Management
Georgia
$137K +$26.3K +1,050 +24%
GSC
1318
Ground Swell Capital
South Carolina
$136K +$136K +5,436 New
PAS
1319
Partnervest Advisory Services
California
$130K -$19.3K -774 -13%
MWP
1320
MYCIO Wealth Partners
Pennsylvania
$129K +$375 +15 +0.3%
FNBSF
1321
First National Bank Sioux Falls
South Dakota
$129K +$14.9K +594 +13%
HFM
1322
Hartford Financial Management
Connecticut
$118K -$15K -600 -11%
BCM
1323
Blume Capital Management
California
$109K – – –
TFO
1324
Tarbox Family Office
California
$105K – – –
BAM
1325
Barrett Asset Management
New York
$104K – – –
51 52
53
54 55