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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 %
NFA
151
Nationwide Fund Advisors
Ohio
$56.2M -$2.71M -108,423 -5%
HCM
152
Highbridge Capital Management
New York
$54.8M +$66.7K +2,667 +0.1%
CFC
153
Cincinnati Financial Corp
Ohio
$53.7M – – –
ACI
154
AMP Capital Investors
Australia
$53.2M -$888K -35,361 -2%
GCM
155
Gabalex Capital Management
New York
$52.5M – – –
TAM
156
Tiverton Asset Management
Delaware
$52.5M – – –
SAM
157
Shell Asset Management
Netherlands
$52M +$7.09M +283,506 +16%
CCM
158
Check Capital Management
California
$51.8M +$1.12M +44,871 +2%
TPSF
159
Texas Permanent School Fund
Texas
$50.4M -$2.85M -113,988 -5%
ELC
160
Edgar Lomax Company
Virginia
$50.2M +$103K +4,125 +0.2%
VRS
161
Virginia Retirement Systems
Virginia
$49.5M -$1.71M -68,175 -3%
ERSOT
162
Employees Retirement System of Texas
Texas
$49.4M +$97.6K +3,900 +0.2%
AG
163
Aperio Group
California
$49M +$5.47M +218,700 +13%
Comerica Bank
164
Comerica Bank
Texas
$48.7M -$9.64M -385,083 -17%
HFS
165
HL Financial Services
Kentucky
$48.3M -$489K -19,539 -1%
AL
166
AJO LP
Pennsylvania
$47.9M +$28.1M +1,124,910 +142%
RRAM
167
River Road Asset Management
Kentucky
$47.6M -$21M -839,154 -31%
CCMH
168
Cornerstone Capital Management Holdings
New York
$47.4M -$1.93M -77,013 -4%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$46.7M -$1.52M -60,900 -3%
SWITC
170
Stewart West Indies Trading Company
Colorado
$46.5M – – –
PP
171
Prospector Partners
Connecticut
$46.3M +$8.55M +341,700 +23%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$45.7M -$2.14M -85,659 -4%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.6M +$1.09M +43,731 +2%
AIG
174
American International Group
New York
$45.4M +$565K +22,563 +1%
KCM
175
Kames Capital Management
United Kingdom
$44.9M -$233K -9,303 -0.5%
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