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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
$4.44B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$875M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.82B
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.13B
5
SOMRS
State of Michigan Retirement System
Michigan
$239M

Top Sellers

1
State Street
State Street
Massachusetts
$5.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$782M
4
Renaissance Technologies
Renaissance Technologies
New York
$27.6M
5
Ameriprise
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$551M -$16.6M -650,634 -3%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$550M -$134M -5,240,589 -20%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$545M +$92.4M +3,626,418 +20%
AllianceBernstein
29
AllianceBernstein
Tennessee
$508M -$51.1M -2,007,816 -9%
Allianz Asset Management
30
Allianz Asset Management
Germany
$475M -$16M -627,765 -3%
Morgan Stanley
31
Morgan Stanley
New York
$461M +$17.3M +677,865 +4%
UBS AM
32
UBS AM
Illinois
$446M +$31.8M +1,250,070 +8%
Franklin Resources
33
Franklin Resources
California
$441M -$1.8M -70,473 -0.4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$439M -$175M -6,886,803 -29%
BBHC
35
Brown Brothers Harriman & Co
New York
$437M +$9.23M +362,220 +2%
TCIM
36
TIAA CREF Investment Management
New York
$433M -$37.1M -1,457,460 -8%
ClearBridge Investments
37
ClearBridge Investments
New York
$430M +$8.76M +344,037 +2%
PP
38
Prudential plc
United Kingdom
$418M +$38.5M +1,511,331 +10%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$404M +$24M +941,718 +6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$392M -$27.5M -1,057,002 -7%
Prudential Financial
41
Prudential Financial
New Jersey
$385M +$26.1M +1,023,690 +7%
Invesco
42
Invesco
Georgia
$360M -$20.6M -807,681 -5%
Charles Schwab
43
Charles Schwab
California
$351M +$11.1M +436,641 +3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$349M -$4.65M -182,400 -1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$321M -$9.35M -366,933 -3%
CS
46
Credit Suisse
Switzerland
$309M -$14.1M -552,750 -4%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$308M -$2.78M -109,167 -0.9%
BIM
48
BlackRock Investment Management
Delaware
$306M -$4.37M -171,705 -1%
BlackRock
49
BlackRock
New York
$298M +$688K +26,997 +0.2%
CIP
50
Cornerstone Investment Partners
Georgia
$295M +$3.98M +156,138 +1%
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