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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 %
SO
101
STRS Ohio
Ohio
$125M +$235K +8,952 +0.2%
Victory Capital Management
102
Victory Capital Management
Texas
$124M +$124M +4,739,412 +188,072%
Credit Agricole
103
Credit Agricole
France
$124M -$3.03M -115,602 -2%
Canada Life
104
Canada Life
Manitoba, Canada
$123M +$564K +21,408 +0.5%
Axa
105
Axa
France
$121M -$20.2M -768,810 -14%
ARC
106
Absolute Return Capital
Massachusetts
$120M +$74.1M +2,825,016 +161%
JHC
107
JFB Holdings Corp
Georgia
$112M +$775K +29,547 +0.7%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$108M -$299K -11,415 -0.3%
RRAM
109
River Road Asset Management
Kentucky
$104M +$8.85M +337,431 +9%
SI
110
Sentry Investments
Ontario, Canada
$103M +$12.6M +483,300 +14%
AQR Capital Management
111
AQR Capital Management
Connecticut
$103M -$62.8M -2,394,690 -38%
USAA
112
United Services Automobile Association
Texas
$102M -$14.9M -569,130 -13%
TGCM
113
Tukman Grossman Capital Management
California
$102M -$1.85M -70,500 -2%
GIA
114
Gateway Investment Advisers
Ohio
$101M -$11.5M -439,392 -10%
FPA
115
First Pacific Advisors
California
$101M +$157K +6,000 +0.2%
TA
116
Teachers Advisors
New York
$101M -$980K -37,365 -1%
Fidelity International
117
Fidelity International
Bermuda
$99.7M -$2M -76,353 -2%
TBC
118
Tweedy, Browne Co
Connecticut
$99.4M -$75.1K -2,865 -0.1%
SG Americas Securities
119
SG Americas Securities
New York
$99.1M +$43.2M +1,646,544 +77%
GC
120
Guggenheim Capital
Illinois
$96.1M +$10.2M +389,151 +12%
Flossbach Von Storch
121
Flossbach Von Storch
Germany
$95.6M -$10.8M -413,340 -10%
EHC
122
Everett Harris & Co
California
$95.6M +$648K +24,690 +0.7%
USSCPF
123
United States Steel & Carnegie Pension Fund
New York
$95.5M – – –
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$94.6M +$485K +18,504 +0.5%
FCAM
125
F&C Asset Management
United Kingdom
$93.7M +$23.9M +909,741 +34%
3 4
5
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