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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
Bank of America
Bank of America
North Carolina
+$458M
3
DCM
Discovery Capital Management
Connecticut
+$292M
4
Invesco
Invesco
Georgia
+$291M
5
Citigroup
Citigroup
New York
+$267M

Top Sellers

1
State Street
State Street
Massachusetts
-$446M
2
MAM
Magellan Asset Management
Australia
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$342M
4
Harris Associates
Harris Associates
Illinois
-$313M
5
PP
Prudential plc
United Kingdom
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$525M -$19.1M -697,410 -4%
MAA
27
Managed Account Advisors
New Jersey
$520M +$166M +6,063,123 +47%
Deutsche Bank
28
Deutsche Bank
Germany
$517M +$159M +5,790,219 +44%
Charles Schwab
29
Charles Schwab
California
$489M +$49.5M +1,805,952 +11%
ClearBridge Investments
30
ClearBridge Investments
New York
$469M -$2.33M -85,146 -0.5%
UBS AM
31
UBS AM
Illinois
$465M -$27.5M -1,002,606 -6%
Franklin Resources
32
Franklin Resources
California
$464M -$3.01M -109,665 -0.6%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$434M – – –
Citigroup
34
Citigroup
New York
$423M +$267M +9,743,796 +172%
Prudential Financial
35
Prudential Financial
New Jersey
$418M +$16.3M +594,060 +4%
TCIM
36
TIAA CREF Investment Management
New York
$417M +$7.41M +270,330 +2%
Eagle Capital Management (New York)
37
Eagle Capital Management (New York)
New York
$406M -$13.4M -490,443 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$390M -$185M -6,757,149 -32%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$389M -$245K -8,952 -0.1%
CS
40
Credit Suisse
Switzerland
$383M -$52.3M -1,908,906 -12%
Capital World Investors
41
Capital World Investors
California
$370M – – –
Nordea Investment Management
42
Nordea Investment Management
Sweden
$367M -$104M -3,784,029 -22%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$361M +$32.3M +1,176,531 +10%
Allianz Asset Management
44
Allianz Asset Management
Germany
$361M -$34.9M -1,273,296 -9%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$355M +$22.6M +824,967 +7%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$347M +$97M +3,537,276 +39%
BIM
47
BlackRock Investment Management
Delaware
$342M +$42M +1,530,981 +14%
BlackRock
48
BlackRock
New York
$331M +$12.9M +472,284 +4%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$323M +$38.1M +1,405,563 +13%
BBHC
50
Brown Brothers Harriman & Co
New York
$321M -$35.9M -1,307,787 -10%
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