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Walmart
WMT

Overview Fund Activity

1,383 hedge funds and large institutions have $73.8B invested in Walmart in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 529 increasing their positions, 603 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,383
Holders Change
-28
Holders Change %
-1.98%
% of All Funds
39.97%
Holding in Top 10
76
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.61%
% of All Funds
2.2%
New
66
Increased
529
Reduced
603
Closed
80
Calls
$1.07B
Puts
$749M
Net Calls
+$326M
Net Calls Change
+$555M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$655M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$422M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$360M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
SOMRS
State of Michigan Retirement System
Michigan
+$184M

Top Sellers

1
State Street
State Street
Massachusetts
-$442M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$321M
4
Renaissance Technologies
Renaissance Technologies
New York
-$232M
5
Ameriprise
Ameriprise
Minnesota
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
SONJCPFA
101
State of New Jersey Common Pension Fund A
New Jersey
$123M -$3.21M -126,000 -3%
SO
102
STRS Ohio
Ohio
$120M -$1.95M -76,500 -2%
SI
103
Sentry Investments
Ontario, Canada
$116M +$15.1M +593,100 +15%
CM
104
CS McKee
Pennsylvania
$110M -$12.8M -503,766 -10%
Axa
105
Axa
France
$109M -$8.61M -338,064 -7%
USAA
106
United Services Automobile Association
Texas
$107M +$7.42M +291,174 +7%
WA
107
Wasatch Advisors
Utah
$103M +$16.1M +630,141 +19%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$102M +$15.8M +619,716 +18%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$102M +$23.3M +877,983 +30%
Flossbach Von Storch
110
Flossbach Von Storch
Germany
$101M +$8.53M +334,950 +9%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$100M -$45.9M -1,800,597 -31%
FPA
112
First Pacific Advisors
California
$98.7M +$321K +12,600 +0.3%
Pzena Investment Management
113
Pzena Investment Management
New York
$98.5M +$20.2M +791,835 +26%
TGCM
114
Tukman Grossman Capital Management
California
$98.1M -$1.11M -43,500 -1%
Citigroup
115
Citigroup
New York
$97.1M -$78.8M -3,091,950 -45%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$96.9M -$7.93M -311,076 -8%
ARC
117
Absolute Return Capital
Massachusetts
$96.7M -$20M -786,873 -17%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$96.7M +$4.81M +188,679 +5%
FCAM
119
F&C Asset Management
United Kingdom
$95.6M +$4.58M +179,745 +5%
DRZID
120
DePrince Race & Zollo Inc (DRZ)
Florida
$94.2M +$8.63M +338,580 +10%
EHC
121
Everett Harris & Co
California
$93.2M +$388K +15,228 +0.4%
TA
122
Teachers Advisors
New York
$93.1M -$4.75M -186,318 -5%
USSCPF
123
United States Steel & Carnegie Pension Fund
New York
$92.7M – – –
CBOA
124
Commonwealth Bank of Australia
Australia
$91M +$3.02M +118,617 +3%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$86M +$380K +14,922 +0.4%
3 4
5
6 7