WMT icon

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 %
MHC
251
Meyer Handelman Company
New York
$23.5M +$1.51M +59,400 +7%
HNB
252
Huntington National Bank
Ohio
$23.2M -$331K -13,005 -1%
WI
253
WBI Investments
New Jersey
$23.2M +$2.33M +91,491 +11%
URS
254
Utah Retirement Systems
Utah
$22.1M +$153K +6,000 +0.7%
LS
255
Livforsakringsbolaget Skandia
Sweden
$22M +$18.3M +719,508 +506%
ACA
256
Anchor Capital Advisors
Massachusetts
$21.9M +$532K +20,868 +2%
ACM
257
Academy Capital Management
Texas
$21.9M -$87.9K -3,450 -0.4%
CC
258
Colrain Capital
Massachusetts
$21.7M -$2.35M -92,400 -10%
CIA
259
CCM Investment Advisers
South Carolina
$21M -$60.8K -2,385 -0.3%
OTPPB
260
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20.8M -$4.54M -178,293 -18%
Loomis, Sayles & Company
261
Loomis, Sayles & Company
Massachusetts
$20.8M +$1.45M +56,730 +7%
FIM
262
Foresters Investment Management
New York
$20.7M – – –
FCIM
263
Fairview Capital Investment Management
California
$20.4M +$540K +21,180 +3%
NB
264
Norinchukin Bank
Japan
$20.4M +$452K +17,739 +2%
GAM
265
Gotham Asset Management
New York
$20.4M +$11.5M +452,157 +130%
CAM
266
Coronation Asset Management
South Africa
$20.2M -$8.25M -323,763 -29%
AL
267
AJO LP
Pennsylvania
$20.2M +$7.23M +283,800 +56%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$19.8M -$466K -18,300 -2%
CI
269
Conning Inc
Connecticut
$19.8M +$1.88M +73,911 +11%
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$19.7M +$2.04M +79,935 +12%
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$19.6M +$1.27M +49,665 +7%
STC
272
SEI Trust Company
Pennsylvania
$19.5M +$3.72M +145,944 +23%
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$19.3M -$1.67M -65,412 -8%
TU
274
TDAM USA
Ontario, Canada
$19.1M -$897K -35,217 -4%
MMH
275
Menora Mivtachim Holdings
Israel
$19M – – –
9 10
11
12 13