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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
Bank of America
Bank of America
North Carolina
+$458M
3
DCM
Discovery Capital Management
Connecticut
+$292M
4
Invesco
Invesco
Georgia
+$291M
5
Citigroup
Citigroup
New York
+$267M

Top Sellers

1
State Street
State Street
Massachusetts
-$446M
2
MAM
Magellan Asset Management
Australia
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$342M
4
Harris Associates
Harris Associates
Illinois
-$313M
5
PP
Prudential plc
United Kingdom
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
51
Fidelity International
Bermuda
$321M +$185M +6,743,610 +136%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$304M -$188M -6,859,662 -38%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$293M -$10.8M -393,036 -4%
DCM
54
Discovery Capital Management
Connecticut
$292M +$292M +10,658,931 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$292M +$24.5M +894,936 +9%
RFC
56
Russell Frank Company
Washington
$286M +$16.8M +611,748 +6%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$283M +$7.8M +284,610 +3%
CA
58
Cullinan Associates
Kentucky
$276M -$2.2M -80,121 -0.8%
Swiss National Bank
59
Swiss National Bank
Switzerland
$271M +$71.8M +2,617,200 +36%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$261M -$43.1M -1,572,321 -14%
Sanders Capital
61
Sanders Capital
Florida
$261M -$5.91M -215,700 -2%
YAM
62
Yacktman Asset Management
Texas
$258M -$11.3M -411,786 -4%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$258M -$8.33M -304,422 -3%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$255M -$2.33M -84,900 -0.9%
AIM
65
abrdn Investment Management
United Kingdom
$254M +$176M +6,436,122 +229%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$247M -$4.05M -147,873 -2%
GVI
67
Green Valley Investors
Delaware
$247M – – –
Principal Financial Group
68
Principal Financial Group
Iowa
$246M +$27.7M +1,010,424 +13%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$242M +$7.01M +255,840 +3%
PPA
70
Parametric Portfolio Associates
Washington
$242M +$18.7M +682,947 +8%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$238M +$6.05M +220,530 +3%
BA
72
BlackRock Advisors
Delaware
$224M +$68.5M +2,498,733 +44%
First Eagle Investment Management
73
First Eagle Investment Management
New York
$217M +$1.84M +67,068 +0.9%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$212M -$1.95M -71,160 -0.9%
AQR Capital Management
75
AQR Capital Management
Connecticut
$207M +$117M +4,281,729 +130%
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