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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 %
CL
1326
CFS LLC
Oklahoma
$102K +$59.6K +2,400 +140%
CBT
1327
Central Bank & Trust
Kentucky
$99K – – –
AC
1328
Alexandria Capital
Virginia
$93K – – –
DOA
1329
D'Orazio & Associates
Virginia
$83K – – –
CAL
1330
Capital Analysts LLC
Pennsylvania
$82.6K – – –
GI
1331
Gradient Investments
Minnesota
$75K -$4.53K -180 -6%
HCP
1332
Holt Capital Partners
Texas
$75K – – –
HRC
1333
Hoertkorn Richard Charles
$75K +$75K +3,000 New
JIR
1334
James Investment Research
Ohio
$72K -$241K -9,540 -77%
WOC
1335
West Oak Capital
California
$71.3K – – –
EWM
1336
Elite Wealth Management
Washington
$71K -$7.47K -300 -10%
NCM
1337
Nelson Capital Management
California
$70K +$3.98K +159 +6%
PIM
1338
Parasol Investment Management
Illinois
$68K +$10.8K +429 +19%
FMP
1339
Financial Management Professionals
Texas
$61K – – –
PIA
1340
Piedmont Investment Advisors
North Carolina
$59.7K -$5.63K -225 -9%
MAS
1341
Madden Advisory Services
Florida
$59K -$4.23K -168 -7%
KTC
1342
Kistler-Tiffany Companies
Pennsylvania
$56K – – –
WCM
1343
Wealthcare Capital Management
Virginia
$53K -$4.47K -177 -8%
JT
1344
Jump Trading
Illinois
$50K +$30.3K +1,200 +154%
CFN
1345
Cordasco Financial Network
Florida
$49K – – –
ACM
1346
Antonetti Capital Management
Florida
$49K +$3.77K +150 +8%
MBT
1347
Monroe Bank & Trust
Michigan
$44K – – –
HCM
1348
Highlander Capital Management
New Jersey
$43.5K -$7.51K -300 -15%
CG
1349
Colony Group
Massachusetts
$39K -$17.1K -684 -31%
SMG
1350
Spectrum Management Group
Indiana
$38K -$7.98K -315 -17%
52 53
54
55 56