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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 %
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$44.1M +$36.1M +1,442,280 +449%
AACR
177
ACR Alpine Capital Research
Missouri
$43.5M +$3.82M +152,784 +10%
KCM
178
Kornitzer Capital Management
Kansas
$43.4M +$7.08M +282,933 +19%
TSU
179
TD Securities (USA)
New York
$42.3M +$2.44M +97,590 +6%
LSV Asset Management
180
LSV Asset Management
Illinois
$42.3M +$1.63M +65,280 +4%
CP
181
Coho Partners
Pennsylvania
$42.1M +$1.87M +74,547 +5%
SRIM
182
Saratoga Research & Investment Management
California
$41.6M +$1.2M +47,973 +3%
Artisan Partners
183
Artisan Partners
Wisconsin
$41.6M +$3.39M +135,549 +9%
RCM
184
Riverhead Capital Management
Delaware
$41.4M +$3.07M +122,598 +8%
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$40.2M -$3.64M -145,392 -8%
MNA
186
Manning & Napier Advisors
New York
$39.9M +$2.96M +118,284 +8%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$39.8M +$5.37M +213,891 +16%
CBCM
188
Cook & Bynum Capital Management
Alabama
$39.8M – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$38.8M -$4.1M -163,674 -10%
WG
190
Winton Group
United Kingdom
$38.8M +$38.8M +1,548,933 New
TAM
191
Tocqueville Asset Management
New York
$38.7M -$660K -26,364 -2%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$38.1M -$10.2M -409,350 -21%
RFC
193
Regions Financial Corp
Alabama
$37.9M -$14.5M -578,316 -28%
SG Americas Securities
194
SG Americas Securities
New York
$37.6M -$25.4M -1,015,077 -40%
B
195
Baird
Wisconsin
$37.3M -$884K -35,313 -2%
FMI
196
Factory Mutual Insurance
Massachusetts
$37.2M -$3.75M -150,000 -9%
CBOA
197
Commonwealth Bank of Australia
Australia
$37M -$52.5M -2,096,424 -59%
Fidelity International
198
Fidelity International
Bermuda
$36.1M -$18.7M -747,735 -34%
CIC
199
Chilton Investment Company
Connecticut
$36M -$37.8M -1,509,240 -51%
BCM
200
Becker Capital Management
Oregon
$35.6M -$342K -13,650 -0.9%
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