WMT icon

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 %
BA
76
BlackRock Advisors
Delaware
$187M -$8.19M -327,234 -4%
U
77
UBS
Switzerland
$187M -$13.6M -543,342 -7%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$183M -$22.3M -891,933 -11%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$175M -$8.48M -338,751 -5%
JHC
80
JFB Holdings Corp
Georgia
$173M +$49.5M +1,977,063 +40%
LBA
81
Letko, Brosseau & Associates
Quebec, Canada
$172M +$2.11M +84,150 +1%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M -$809K -32,319 -0.5%
MTB
83
Mizuho Trust & Banking
Japan
$168M -$1.59M -63,474 -0.9%
RCG
84
Ruane, Cunniff & Goldfarb
New York
$167M -$392K -15,651 -0.2%
AI
85
Analytic Investors
California
$161M -$3.71M -148,452 -2%
H
86
Hexavest
Quebec, Canada
$159M +$3.02M +120,708 +2%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$154M +$23.5M +939,561 +18%
MAA
88
Managed Account Advisors
New Jersey
$154M -$77M -3,075,372 -33%
AGA
89
Altrinsic Global Advisors
Connecticut
$150M +$4.36M +174,177 +3%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$145M -$726K -29,019 -0.5%
Credit Agricole
91
Credit Agricole
France
$139M +$9.29M +371,436 +7%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$136M -$10.1M -401,808 -7%
Canada Life
93
Canada Life
Manitoba, Canada
$134M +$5.02M +201,012 +4%
JHIU
94
Janus Henderson Investors US
Colorado
$134M -$8.38M -334,872 -6%
Citigroup
95
Citigroup
New York
$133M +$37.3M +1,489,941 +39%
Victory Capital Management
96
Victory Capital Management
Texas
$132M +$1.9M +75,936 +1%
EVM
97
Eaton Vance Management
Massachusetts
$129M -$10M -400,479 -7%
BJ
98
BlackRock Japan
Japan
$125M -$11.5M -459,756 -8%
SI
99
Sentry Investments
Ontario, Canada
$125M +$11M +438,900 +10%
US Bancorp
100
US Bancorp
Minnesota
$124M -$1.65M -65,745 -1%
2 3
4
5 6