WMT icon

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 %
BlackRock
51
BlackRock
New York
$306M +$5M +190,539 +2%
CIP
52
Cornerstone Investment Partners
Georgia
$300M -$1.53M -58,398 -0.5%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$297M -$4.58M -174,627 -2%
Fayez Sarofim & Co
54
Fayez Sarofim & Co
Texas
$290M +$290M +11,072,478 New
Principal Financial Group
55
Principal Financial Group
Iowa
$287M +$5.14M +195,912 +2%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$283M -$161M -6,128,082 -36%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$270M -$10.5M -401,901 -4%
Renaissance Technologies
58
Renaissance Technologies
New York
$267M -$30.9M -1,176,300 -10%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$267M +$25.3M +962,652 +10%
CA
60
Cullinan Associates
Kentucky
$266M +$248K +9,441 +0.1%
YAM
61
Yacktman Asset Management
Texas
$256M -$20.5K -780 -0%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$251M +$22.7M +864,381 +10%
Lazard Asset Management
63
Lazard Asset Management
New York
$249M -$231M -8,821,380 -48%
Sanders Capital
64
Sanders Capital
Florida
$247M +$11.5M +437,400 +5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$240M -$9.53M -363,198 -4%
MAA
66
Managed Account Advisors
New Jersey
$236M -$6.24M -238,047 -3%
GVI
67
Green Valley Investors
Delaware
$236M +$39.3M +1,500,000 +20%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$230M -$11.9M -452,739 -5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$229M +$1.58M +60,300 +0.7%
American Century Companies
70
American Century Companies
Missouri
$226M +$30.9M +1,179,783 +16%
PPA
71
Parametric Portfolio Associates
Washington
$214M -$1.33M -50,805 -0.6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$213M -$1.64M -62,631 -0.8%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$210M -$39.6M -1,510,620 -16%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$205M +$21K +801 +0%
Swiss National Bank
75
Swiss National Bank
Switzerland
$201M +$24.1M +917,700 +14%
1 2
3
4 5