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Walmart
WMT

Overview Fund Activity

1,411 hedge funds and large institutions have $76.5B invested in Walmart in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 572 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
+104
Holders Change %
+7.96%
% of All Funds
40.98%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
2.58%
New
164
Increased
485
Reduced
572
Closed
44
Calls
$820M
Puts
$1.05B
Net Calls
-$229M
Net Calls Change
-$165M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.5B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M
3
Dodge & Cox
3
Dodge & Cox
California
$1.32B
4
Bank of America
4
Bank of America
North Carolina
$1.26B
5
Victory Capital Management
5
Victory Capital Management
Texas
$124M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$249M
2
Deutsche Bank
2
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$283M
4
BA
4
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
5
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Magellan Asset Management
Australia
$577M +$101M +3,843,873 +21%
AllianceBernstein
27
AllianceBernstein
Tennessee
$576M +$49.1M +1,873,068 +9%
NEAM
28
New England Asset Management
Connecticut
$576M – – –
Allianz Asset Management
29
Allianz Asset Management
Germany
$505M +$202K +7,686 +0%
TCIM
30
TIAA CREF Investment Management
New York
$484M -$64.3M -2,452,008 -12%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M +$367M +13,983,831 +366%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$466M -$23.5M -896,343 -5%
Morgan Stanley
33
Morgan Stanley
New York
$457M +$56.9M +2,168,934 +14%
Franklin Resources
34
Franklin Resources
California
$456M -$128M -4,861,896 -22%
BBHC
35
Brown Brothers Harriman & Co
New York
$441M -$515K -19,635 -0.1%
Ameriprise
36
Ameriprise
Minnesota
$434M -$27.6M -1,052,964 -6%
ClearBridge Investments
37
ClearBridge Investments
New York
$434M -$4.05M -154,368 -0.9%
UBS AM
38
UBS AM
Illinois
$426M +$10.5M +402,123 +3%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$420M +$42.8M +1,639,773 +11%
Invesco
40
Invesco
Georgia
$392M +$56.9M +2,169,102 +17%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$391M +$88.8M +3,386,460 +29%
PP
42
Prudential plc
United Kingdom
$391M +$109M +4,171,338 +39%
Prudential Financial
43
Prudential Financial
New Jersey
$369M -$26.5M -1,009,620 -7%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$364M -$12.9M -490,200 -3%
BA
45
BlackRock Advisors
Delaware
$361M -$141M -5,373,579 -28%
Charles Schwab
46
Charles Schwab
California
$350M +$15.1M +574,629 +5%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$340M -$12.5M -478,296 -4%
CS
48
Credit Suisse
Switzerland
$332M +$71.1M +2,709,771 +27%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$320M -$13.9M -531,045 -4%
BIM
50
BlackRock Investment Management
Delaware
$320M -$24.5M -933,927 -7%
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