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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 %
CIP
51
Cornerstone Investment Partners
Georgia
$280M -$9.84M -393,081 -3%
Principal Financial Group
52
Principal Financial Group
Iowa
$280M +$4.9M +195,723 +2%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$279M +$1.83M +73,161 +0.7%
AllianceBernstein
54
AllianceBernstein
Tennessee
$271M -$229M -9,143,178 -46%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$267M +$58.5M +2,339,703 +28%
Harris Associates
56
Harris Associates
Illinois
$262M +$40.8M +1,630,032 +18%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$261M -$7.68M -306,690 -3%
American Century Companies
58
American Century Companies
Missouri
$254M +$65M +2,597,469 +34%
CA
59
Cullinan Associates
Kentucky
$250M -$4.46M -179,466 -2%
YAM
60
Yacktman Asset Management
Texas
$246M +$1.47M +58,824 +0.6%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$242M -$8.84M -353,172 -4%
Sanders Capital
62
Sanders Capital
Florida
$238M +$4.19M +167,400 +2%
RFC
63
Russell Frank Company
Washington
$228M +$65.3M +2,610,669 +40%
GVI
64
Green Valley Investors
Delaware
$225M – – –
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$223M +$20.9M +836,991 +10%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$220M +$571K +22,800 +0.3%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$220M +$19.9M +795,660 +10%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$206M -$6.5M -259,710 -3%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$205M -$39M -1,558,317 -16%
PPA
70
Parametric Portfolio Associates
Washington
$204M +$391K +15,636 +0.2%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$203M -$17.9M -715,722 -8%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$202M +$826K +33,000 +0.4%
Swiss National Bank
73
Swiss National Bank
Switzerland
$191M +$9.82M +392,400 +5%
First Eagle Investment Management
74
First Eagle Investment Management
New York
$190M +$3.67M +146,493 +2%
FI
75
Focused Investors
California
$187M -$976K -39,000 -0.5%
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