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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 %
WAM
1376
Wallington Asset Management
Indiana
$14K – – –
TCM
1377
TD Capital Management
Tennessee
$13K +$152 +6 +1%
WA
1378
Winfield Associates
Ohio
$10K +$74 +3 +0.7%
EWM
1379
Edge Wealth Management
New York
$9K -$750 -30 -8%
AA
1380
AlphaMark Advisors
Kentucky
$9K – – –
AA
1381
Apriem Advisors
California
$8K -$34.6K -1,299 -81%
MUMSS
1382
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$19.6K -810 -71%
ST
1383
SpiderRock Trading
Illinois
$8K -$23K – –
CMBA
1384
C.M. Bidwell & Associates
Hawaii
$8K +$8K +315 New
LWA
1385
Lenox Wealth Advisors
New York
$7K – – –
MIM
1386
Macroview Investment Management
Maryland
$6K – – –
PCTC
1387
Perkins Coie Trust Company
Washington
$6K – – –
LFR
1388
Lehman Financial Resources
Pennsylvania
$6K – – –
SGAM
1389
Smith Group Asset Management
Texas
$5K – – –
VAM
1390
Visionary Asset Management
Texas
$5K +$5K +195 New
KLWA
1391
Kelly Lawrence W & Associates
California
$3K -$22.2K -975 -88%
Walleye Trading
1392
Walleye Trading
New York
$2.72K +$2.72K +108,486 New
SEC
1393
Seven Eight Capital
New York
$2K +$2K +72 New
FPCG
1394
Fort Pitt Capital Group
Pennsylvania
$1.4K – – –
TDC
1395
Thompson Davis & Co
Virginia
$1K – – –
NDSI
1396
Newman Dignan & Sheerar Inc
Rhode Island
$226 +$4 +150 +2%
FMI
1397
Fiduciary Management Inc
Wisconsin
– -$575M -22,585,863 Closed
FPA
1398
First Pacific Advisors
California
– -$98.7M -3,872,700 Closed
USSCPF
1399
United States Steel & Carnegie Pension Fund
New York
– -$92.7M -3,640,443 Closed
TGI
1400
Tradewinds Global Investors
California
– -$16.8M -658,473 Closed
54 55
56
57 58