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Walmart
WMT

Overview Fund Activity

1,467 hedge funds and large institutions have $84.2B invested in Walmart in 2014 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 491 increasing their positions, 598 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+105
Holders Change %
+7.71%
% of All Funds
39.15%
Holding in Top 10
96
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+52.38%
% of All Funds
2.56%
New
177
Increased
491
Reduced
598
Closed
57
Calls
$1.41B
Puts
$1.25B
Net Calls
+$162M
Net Calls Change
-$174M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$592M
2
State Street
State Street
Massachusetts
$6.62B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.53B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M
5
Wells Fargo
Wells Fargo
California
$861M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$753M
2
MAM
Magellan Asset Management
Australia
$478M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$438M
4
AllianceBernstein
AllianceBernstein
Tennessee
$279M
5
Citigroup
Citigroup
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$568M +$50.5M +1,765,506 +10%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$514M -$110M -3,838,542 -18%
UBS AM
28
UBS AM
Illinois
$514M +$16.4M +573,474 +3%
Ameriprise
29
Ameriprise
Minnesota
$496M +$87.5M +3,055,110 +21%
ClearBridge Investments
30
ClearBridge Investments
New York
$493M +$1.66M +57,816 +0.3%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$491M +$4.87M +169,956 +1%
Franklin Resources
32
Franklin Resources
California
$488M -$5.79M -202,314 -1%
MAM
33
Magellan Asset Management
Australia
$478M -$644M -22,507,386 -57%
Charles Schwab
34
Charles Schwab
California
$459M +$37.8M +1,321,962 +9%
CS
35
Credit Suisse
Switzerland
$455M -$56.6M -1,975,680 -11%
Eagle Capital Management (New York)
36
Eagle Capital Management (New York)
New York
$438M -$515M -17,999,706 -54%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$434M +$2.52M +86,313 +0.6%
TCIM
38
TIAA CREF Investment Management
New York
$427M +$4.07M +142,203 +1%
Prudential Financial
39
Prudential Financial
New Jersey
$419M -$17.7M -617,310 -4%
Allianz Asset Management
40
Allianz Asset Management
Germany
$413M -$856K -29,907 -0.2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$406M -$17.4M -607,077 -4%
Capital World Investors
42
Capital World Investors
California
$386M – – –
Deutsche Bank
43
Deutsche Bank
Germany
$375M -$186M -6,487,218 -33%
BBHC
44
Brown Brothers Harriman & Co
New York
$372M -$121M -4,241,499 -25%
PP
45
Prudential plc
United Kingdom
$370M -$39.6M -1,383,693 -10%
MAA
46
Managed Account Advisors
New Jersey
$369M +$126M +4,388,655 +52%
Harris Associates
47
Harris Associates
Illinois
$360M -$696K -24,300 -0.2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$347M -$56.6M -1,978,518 -14%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$347M -$971K -33,558 -0.3%
SOMRS
50
State of Michigan Retirement System
Michigan
$335M -$202M -7,052,169 -38%
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