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Walmart
WMT

Overview Fund Activity

1,383 hedge funds and large institutions have $73.8B invested in Walmart in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 529 increasing their positions, 603 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,383
Holders Change
-28
Holders Change %
-1.98%
% of All Funds
39.97%
Holding in Top 10
76
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.61%
% of All Funds
2.2%
New
66
Increased
529
Reduced
603
Closed
80
Calls
$1.07B
Puts
$749M
Net Calls
+$326M
Net Calls Change
+$555M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$655M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$422M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$360M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
SOMRS
State of Michigan Retirement System
Michigan
+$184M

Top Sellers

1
State Street
State Street
Massachusetts
-$442M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$321M
4
Renaissance Technologies
Renaissance Technologies
New York
-$232M
5
Ameriprise
Ameriprise
Minnesota
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$31.8M -$1.19M -46,839 -4%
IRF
227
IBM Retirement Fund
New York
$31.7M -$17.4M -684,204 -35%
WM
228
WS Management
Florida
$31.7M – – –
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$31.3M +$31.3M +1,218,273 New
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.9M +$16.9M +601,500 +121%
RJA
231
Raymond James & Associates
Florida
$30.9M -$4.99M -195,798 -14%
GH
232
GAM Holding
Switzerland
$30.4M +$269K +10,572 +0.9%
Royal London Asset Management
233
Royal London Asset Management
United Kingdom
$29.9M -$679K -25,746 -2%
Nomura Asset Management
234
Nomura Asset Management
Japan
$29.8M +$1.91M +74,910 +7%
GF
235
Gabelli Funds
New York
$28.7M -$1.99M -78,000 -6%
RI
236
RWWM Inc
California
$28.5M +$7.07M +277,389 +33%
KBC Group
237
KBC Group
Belgium
$28.1M -$3.85M -151,020 -12%
SAM
238
Sentinel Asset Management
Vermont
$27.8M – – –
Renaissance Technologies
239
Renaissance Technologies
New York
$27.6M -$232M -9,107,418 -89%
RAM
240
RWC Asset Management
United Kingdom
$27.1M +$673K +26,409 +3%
Nuveen Asset Management
241
Nuveen Asset Management
Illinois
$27.1M -$1.71M -67,284 -6%
ESBC
242
E.S. Barr & Co
Kentucky
$26.5M -$327K -12,825 -1%
Ninety One (UK)
243
Ninety One (UK)
United Kingdom
$26.1M -$3.07M -120,504 -11%
CB
244
Commerce Bank
Missouri
$25.9M -$212K -8,304 -0.8%
William Blair & Company
245
William Blair & Company
Illinois
$24.8M -$868K -34,068 -3%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$24.7M +$1.24M +48,567 +5%
HPC
247
HM Payson & Co
Maine
$24M +$3.62M +142,059 +18%
JAM
248
Jupiter Asset Management
United Kingdom
$24M -$161K -6,339 -0.7%
MME
249
Meag Munich Ergo
Germany
$23.9M +$1.82M +71,340 +8%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.7M +$89.3K +3,504 +0.4%
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