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Walmart
WMT

Overview Fund Activity

1,362 hedge funds and large institutions have $75.2B invested in Walmart in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 512 increasing their positions, 603 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-34
Holders Change %
-2.44%
% of All Funds
39.55%
Holding in Top 10
63
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.53%
% of All Funds
1.83%
New
43
Increased
512
Reduced
603
Closed
62
Calls
$1.33B
Puts
$996M
Net Calls
+$337M
Net Calls Change
+$471M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$999M
2
AllianceBernstein
AllianceBernstein
Tennessee
$519M
3
Citigroup
Citigroup
New York
$354M
4
Dodge & Cox
Dodge & Cox
California
$2.32B
5
American Century Companies
American Century Companies
Missouri
$461M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$344M
2
Goldman Sachs
Goldman Sachs
New York
$458M
3
Northern Trust
Northern Trust
Illinois
$1.52B
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$8.39M
5
Bank of America
Bank of America
North Carolina
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$307M -$3.68M -144,324 -1%
CIP
52
Cornerstone Investment Partners
Georgia
$303M +$17.4M +682,209 +6%
BIM
53
BlackRock Investment Management
Delaware
$297M -$7.89M -309,711 -3%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$294M -$10.8M -422,979 -4%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$275M -$8.68M -340,377 -3%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$259M -$6.42M -251,832 -2%
CA
57
Cullinan Associates
Kentucky
$259M +$2.79M +109,626 +1%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$254M -$17.3M -678,294 -6%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$251M +$42.7M +1,675,134 +20%
YAM
60
Yacktman Asset Management
Texas
$250M +$107K +4,212 +0%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$250M -$45.3M -1,777,662 -15%
RFC
62
Russell Frank Company
Washington
$249M +$16.3M +637,863 +7%
Sanders Capital
63
Sanders Capital
Florida
$246M +$3.55M +139,314 +1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$240M -$6.19M -242,871 -3%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$238M +$10.9M +425,784 +5%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$231M +$6.68M +262,074 +3%
GVI
67
Green Valley Investors
Delaware
$229M – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$228M +$41.3M +1,618,458 +22%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$219M +$12.8M +500,388 +6%
MAA
70
Managed Account Advisors
New Jersey
$217M +$60.2M +2,360,601 +38%
U
71
UBS
Switzerland
$215M +$25M +979,785 +13%
Principal Financial Group
72
Principal Financial Group
Iowa
$214M -$71.1M -2,788,512 -25%
PPA
73
Parametric Portfolio Associates
Washington
$203M -$4M -157,074 -2%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$203M -$7.14M -280,080 -3%
First Eagle Investment Management
75
First Eagle Investment Management
New York
$200M +$6.18M +242,418 +3%
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