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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 %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$282M -$6.51M -255,663 -2%
Principal Financial Group
52
Principal Financial Group
Iowa
$280M +$1.32M +51,990 +0.5%
Fayez Sarofim & Co
53
Fayez Sarofim & Co
Texas
$274M -$8.54M -335,157 -3%
CA
54
Cullinan Associates
Kentucky
$261M +$2.34M +91,857 +0.9%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$255M -$7.54M -295,935 -3%
YAM
56
Yacktman Asset Management
Texas
$249M +$76.4K +3,000 +0%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$248M +$83.6M +3,285,621 +51%
SOMRS
58
State of Michigan Retirement System
Michigan
$239M +$184M +7,207,800 +331%
Sanders Capital
59
Sanders Capital
Florida
$238M -$1.62M -63,600 -0.7%
MAA
60
Managed Account Advisors
New Jersey
$235M +$5.74M +225,153 +2%
GVI
61
Green Valley Investors
Delaware
$229M – – –
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$226M -$49.3M -1,935,708 -18%
Harris Associates
63
Harris Associates
Illinois
$225M +$52.8M +2,073,183 +31%
Ameriprise
64
Ameriprise
Minnesota
$225M -$197M -7,709,928 -47%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$225M -$8.12M -318,879 -3%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$224M +$1.05M +41,400 +0.5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$217M -$6.43M -252,576 -3%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$212M -$47M -1,845,066 -18%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$210M -$34M -1,333,011 -14%
PPA
70
Parametric Portfolio Associates
Washington
$207M -$1.37M -53,655 -0.7%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$206M +$44.5M +1,745,412 +28%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$205M +$1.41M +55,500 +0.7%
U
73
UBS
Switzerland
$204M +$19.1M +751,575 +10%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$204M +$4.56M +178,857 +2%
BA
75
BlackRock Advisors
Delaware
$199M -$152M -5,974,398 -43%
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