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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 %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$119M +$119M +4,752,000 New
Barclays
102
Barclays
United Kingdom
$118M -$20.9M -835,788 -15%
Axa
103
Axa
France
$110M +$2.81M +112,227 +3%
FPP
104
Findlay Park Partners
United Kingdom
$108M +$28.1M +1,122,750 +35%
Renaissance Technologies
105
Renaissance Technologies
New York
$108M +$80.6M +3,222,018 +297%
TA
106
Teachers Advisors
New York
$108M +$16.3M +651,126 +18%
SO
107
STRS Ohio
Ohio
$107M -$10.9M -435,852 -9%
Pzena Investment Management
108
Pzena Investment Management
New York
$103M +$5.78M +231,150 +6%
USAA
109
United Services Automobile Association
Texas
$102M -$3.29M -131,529 -3%
WA
110
Wasatch Advisors
Utah
$101M – – –
AC
111
Alleghany Corporation
New York
$100M +$22.5M +900,000 +29%
CM
112
CS McKee
Pennsylvania
$100M -$7.78M -310,395 -7%
Flossbach Von Storch
113
Flossbach Von Storch
Germany
$99.7M +$45K +1,800 +0%
AAM
114
Aberdeen Asset Management
United Kingdom
$96.8M +$84M +3,355,734 +652%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$96.3M -$2.33M -92,928 -2%
TGCM
116
Tukman Grossman Capital Management
California
$95.5M -$871K -34,800 -0.9%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$94.2M -$6.26M -250,119 -6%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$93.3M -$1.91M -76,521 -2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$92.6M -$2.35M -93,855 -2%
BTS
120
BB&T Securities
Virginia
$92M +$9.9M +39,573 +12%
Bessemer Group
121
Bessemer Group
New Jersey
$89.1M +$8.35M +333,675 +10%
DRZID
122
DePrince Race & Zollo Inc (DRZ)
Florida
$87.9M -$4.59M -183,492 -5%
EHC
123
Everett Harris & Co
California
$85.6M -$5.92M -236,682 -6%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$85.3M +$795K +31,752 +0.9%
GIA
125
Gateway Investment Advisers
Ohio
$82.7M +$63.6K +2,541 +0.1%
3 4
5
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