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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 %
IP
1401
Interval Partners
New York
– -$16.4M -651,627 Closed
DS
1402
DRW Securities
Illinois
– -$8.17M -320,700 Closed
ORIO
1403
Old Republic International (ORI)
Illinois
– -$5.89M -231,000 Closed
Alyeska Investment Group
1404
Alyeska Investment Group
Illinois
– -$5.07M -198,918 Closed
MC
1405
Martin Currie
United Kingdom
– -$4.8M -188,562 Closed
HC
1406
Hourglass Capital
Texas
– -$3.85M -151,248 Closed
LP
1407
LMR Partners
United Kingdom
– -$3.34M -131,007 Closed
QT
1408
Quantbot Technologies
New York
– -$2.61M -102,558 Closed
SC
1409
Sculptor Capital
New York
– -$2.45M -96,249 Closed
Twin Tree Management
1410
Twin Tree Management
Texas
– -$2.32M -91,137 Closed
GIM
1411
Groesbeck Investment Management
New Jersey
– -$2.3M -90,138 Closed
CC
1412
Columbia Capital
California
– -$2.19M -86,313 Closed
SGC
1413
South Georgia Capital
Illinois
– -$1.68M -66,000 Closed
OIM
1414
Orca Investment Management
Oregon
– -$1.49M -58,413 Closed
SCA
1415
SAC Capital Advisors
Connecticut
– -$1.47M -57,771 Closed
VAM
1416
Visium Asset Management
New York
– -$1.38M -54,318 Closed
DAS
1417
Dynamic Advisor Solutions
Arizona
– -$1.12M -43,863 Closed
JWA
1418
JFS Wealth Advisors
Pennsylvania
– -$813K -31,923 Closed
IPRC
1419
Indices-Pac Research Corporation
New Jersey
– -$807K -31,659 Closed
ASC
1420
Atalanta Sosnoff Capital
New York
– -$674K -26,445 Closed
AHB
1421
Abner Herrman & Brock
New Jersey
– -$603K -23,670 Closed
PAG
1422
Pinnacle Advisory Group
Maryland
– -$573K -22,470 Closed
DIA
1423
Dana Investment Advisors
Wisconsin
– -$544K -21,357 Closed
CC
1424
Capital Counsel
New York
– -$537K -21,075 Closed
CCA
1425
Catalyst Capital Advisors
New York
– -$485K -19,050 Closed
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