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Walmart
WMT

Overview Fund Activity

1,411 hedge funds and large institutions have $76.5B invested in Walmart in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 572 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
+104
Holders Change %
+7.96%
% of All Funds
40.98%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
2.58%
New
164
Increased
485
Reduced
572
Closed
44
Calls
$820M
Puts
$1.05B
Net Calls
-$229M
Net Calls Change
-$165M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.5B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M
3
Dodge & Cox
3
Dodge & Cox
California
$1.32B
4
Bank of America
4
Bank of America
North Carolina
$1.26B
5
Victory Capital Management
5
Victory Capital Management
Texas
$124M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$249M
2
Deutsche Bank
2
Deutsche Bank
Germany
$584M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$283M
4
BA
4
BlackRock Advisors
Delaware
$361M
5
Franklin Resources
5
Franklin Resources
California
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
76
First Eagle Investment Management
New York
$194M +$1.25M +47,631 +0.6%
U
77
UBS
Switzerland
$190M -$28.1M -1,071,870 -13%
FI
78
Focused Investors
California
$189M -$173K -6,600 -0.1%
MTB
79
Mizuho Trust & Banking
Japan
$184M -$6.16M -236,688 -3%
Citigroup
80
Citigroup
New York
$181M +$6.99M +266,661 +4%
Harris Associates
81
Harris Associates
Illinois
$178M +$10.2M +390,714 +6%
RCG
82
Ruane, Cunniff & Goldfarb
New York
$176M -$5.44M -207,564 -3%
LBA
83
Letko, Brosseau & Associates
Quebec, Canada
$176M -$8.1M -308,628 -4%
AI
84
Analytic Investors
California
$175M -$8.57M -326,709 -5%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$170M -$41.9M -1,595,904 -20%
RFC
86
Russell Frank Company
Washington
$170M -$39.6M -1,594,755 -19%
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$166M +$1.48M +56,574 +0.9%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$161M +$19.6M +746,958 +14%
AGA
89
Altrinsic Global Advisors
Connecticut
$158M -$5.16M -196,575 -3%
EVM
90
Eaton Vance Management
Massachusetts
$155M -$4.71M -179,685 -3%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$151M -$3.21M -122,244 -2%
JHIU
92
Janus Henderson Investors US
Colorado
$149M -$21.6M -822,147 -13%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$149M -$949K -36,180 -0.6%
BJ
94
BlackRock Japan
Japan
$148M -$4.52M -172,308 -3%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$147M -$6.17M -235,398 -4%
Barclays
96
Barclays
United Kingdom
$145M -$2.67M -102,750 -2%
H
97
Hexavest
Quebec, Canada
$141M +$43.2M +1,646,433 +44%
US Bancorp
98
US Bancorp
Minnesota
$135M -$4.15M -158,280 -3%
SONJCPFA
99
State of New Jersey Common Pension Fund A
New Jersey
$130M -$4.72M -180,000 -4%
CM
100
CS McKee
Pennsylvania
$126M -$24.4M -931,347 -16%
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4
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