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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 %
CI
201
Cincinnati Insurance
Ohio
$35.4M – – –
GT
202
Glenmede Trust
Pennsylvania
$34.9M -$57.2K -2,286 -0.2%
HCM
203
Huber Capital Management
California
$34.7M -$571K -22,800 -2%
Lazard Asset Management
204
Lazard Asset Management
New York
$34.4M -$17.3M -691,851 -33%
KeyBank National Association
205
KeyBank National Association
Ohio
$34.3M +$213K +8,526 +0.6%
OA
206
OFI Advisors
Pennsylvania
$34.3M +$559K +22,320 +2%
Stifel Financial
207
Stifel Financial
Missouri
$34.2M -$5.51M -220,026 -14%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$34.2M – – –
WHG
209
Westwood Holdings Group
Texas
$34M +$1.04M +41,400 +3%
ZIM
210
Zacks Investment Management
Illinois
$33.9M -$74.8K -2,988 -0.2%
Luther King Capital Management (LKCM)
211
Luther King Capital Management (LKCM)
Texas
$33.7M -$881K -35,196 -3%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$33.7M -$1.64M -65,526 -5%
LCS
213
Levin Capital Strategies
New York
$33.5M -$5.64M -225,429 -14%
PAM
214
Panagora Asset Management
Massachusetts
$33.5M -$9.68M -386,742 -22%
ProShare Advisors
215
ProShare Advisors
Maryland
$32.9M +$778K +31,110 +2%
QI
216
QV Investors
Alberta, Canada
$32.5M +$32.5M +1,299,000 New
LCOV
217
London Company of Virginia
Virginia
$32.3M +$281K +11,211 +0.9%
AIMCA
218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.9M -$6.49M -259,500 -17%
WM
219
WS Management
Florida
$31.2M +$105K +4,200 +0.3%
EIM
220
ExxonMobil Investment Management
Texas
$30.8M -$1.02M -40,899 -3%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$30.7M +$180K +7,200 +0.6%
IRF
222
IBM Retirement Fund
New York
$30.4M -$664K -26,703 -2%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$29.8M -$1.44M -57,678 -5%
OPERF
224
Oregon Public Employees Retirement Fund
Oregon
$29.5M -$3.92M -156,600 -12%
RI
225
RWWM Inc
California
$29.5M +$1.49M +59,571 +5%
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