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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 %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$490M -$50.1M -2,003,874 -9%
SOMRS
27
State of Michigan Retirement System
Michigan
$467M +$232M +9,273,300 +99%
Deutsche Bank
28
Deutsche Bank
Germany
$466M -$75.5M -3,017,607 -14%
Morgan Stanley
29
Morgan Stanley
New York
$457M +$3.98M +159,093 +0.9%
UBS AM
30
UBS AM
Illinois
$439M +$1.32M +52,854 +0.3%
Franklin Resources
31
Franklin Resources
California
$432M -$1.79M -71,409 -0.4%
BBHC
32
Brown Brothers Harriman & Co
New York
$432M +$2.43M +96,984 +0.6%
ClearBridge Investments
33
ClearBridge Investments
New York
$430M +$7.54M +301,317 +2%
Prudential Financial
34
Prudential Financial
New Jersey
$407M +$29.1M +1,163,832 +8%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$399M +$2.12M +84,708 +0.5%
Invesco
36
Invesco
Georgia
$392M +$38.9M +1,554,975 +11%
PP
37
Prudential plc
United Kingdom
$385M -$26.3M -1,050,672 -6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$384M -$82.5M -3,295,479 -18%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$372M -$3.84M -153,600 -1%
CS
40
Credit Suisse
Switzerland
$363M +$60M +2,399,535 +20%
Charles Schwab
41
Charles Schwab
California
$360M +$15.2M +606,816 +4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$353M +$9.86M +393,900 +3%
TCIM
43
TIAA CREF Investment Management
New York
$338M -$87.6M -3,499,620 -21%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$324M -$106M -4,249,080 -25%
BlackRock
45
BlackRock
New York
$307M +$13.7M +547,845 +5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$305M -$10.9M -434,364 -3%
BIM
47
BlackRock Investment Management
Delaware
$299M -$1.55M -61,959 -0.5%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$299M -$3.92M -156,756 -1%
Ameriprise
49
Ameriprise
Minnesota
$295M +$74.2M +2,965,797 +34%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$290M +$68M +2,718,909 +31%
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