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Walmart
WMT

Overview Fund Activity

1,467 hedge funds and large institutions have $84.2B invested in Walmart in 2014 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 491 increasing their positions, 598 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+105
Holders Change %
+7.71%
% of All Funds
39.15%
Holding in Top 10
96
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+52.38%
% of All Funds
2.56%
New
177
Increased
491
Reduced
598
Closed
57
Calls
$1.41B
Puts
$1.25B
Net Calls
+$162M
Net Calls Change
-$174M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$592M
2
State Street
State Street
Massachusetts
$6.62B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.53B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M
5
Wells Fargo
Wells Fargo
California
$861M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$753M
2
MAM
Magellan Asset Management
Australia
$478M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$438M
4
AllianceBernstein
AllianceBernstein
Tennessee
$279M
5
Citigroup
Citigroup
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
51
BlackRock
New York
$332M -$35M -1,224,345 -10%
CIP
52
Cornerstone Investment Partners
Georgia
$318M -$22.4M -781,458 -7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$318M +$61.6M +2,152,110 +24%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$317M -$13.1M -459,234 -4%
BIM
55
BlackRock Investment Management
Delaware
$313M -$19.9M -694,746 -6%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$301M +$203M +7,075,182 +206%
CA
57
Cullinan Associates
Kentucky
$291M -$494K -17,256 -0.2%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$288M +$19.9M +695,568 +7%
RFC
59
Russell Frank Company
Washington
$284M +$1.64M +56,847 +0.6%
YAM
60
Yacktman Asset Management
Texas
$281M +$44.4K +1,551 +0%
AllianceBernstein
61
AllianceBernstein
Tennessee
$279M -$305M -10,639,092 -52%
Sanders Capital
62
Sanders Capital
Florida
$278M +$1.81M +63,300 +0.7%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$278M -$13.1M -458,742 -5%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$268M -$1.1M -38,508 -0.4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$262M +$2.44M +85,356 +0.9%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$262M -$21.4M -746,673 -8%
GVI
67
Green Valley Investors
Delaware
$258M – – –
Lord, Abbett & Co
68
Lord, Abbett & Co
New Jersey
$248M -$61.6M -2,150,385 -20%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$245M -$40.2M -1,404,900 -14%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$242M +$104M +3,645,009 +76%
PPA
71
Parametric Portfolio Associates
Washington
$233M +$4.78M +167,112 +2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$230M +$53.7M +1,875,141 +30%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$228M -$18.8M -655,137 -8%
Principal Financial Group
74
Principal Financial Group
Iowa
$228M -$12.7M -443,238 -5%
First Eagle Investment Management
75
First Eagle Investment Management
New York
$225M +$749K +26,154 +0.3%
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