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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 %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$92.1M -$4.18M -159,462 -4%
VAM
127
Vontobel Asset Management
New York
$91.9M +$91.9M +3,449,094 New
CBOA
128
Commonwealth Bank of Australia
Australia
$90.6M +$15.9M +606,711 +21%
WA
129
Wasatch Advisors
Utah
$89.2M -$1.84M -70,263 -2%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$89.1M -$40.2M -1,532,490 -31%
MG
131
Markel Group
Virginia
$88.9M +$1.22M +46,578 +1%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$88.2M +$85.8K +3,270 +0.1%
DRZID
133
DePrince Race & Zollo Inc (DRZ)
Florida
$88.1M +$5.29M +201,660 +6%
LBG
134
Lloyds Banking Group
United Kingdom
$85.2M +$5.63M +214,635 +7%
BTS
135
BB&T Securities
Virginia
$83.8M +$3.93M +14,970 +5%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$83.6M -$22.2M -847,557 -21%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$82.2M -$2.07M -79,104 -2%
BCIM
138
British Columbia Investment Management
British Columbia, Canada
$81.9M -$6.49M -247,470 -7%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$81.4M -$1.22M -46,368 -1%
Pzena Investment Management
140
Pzena Investment Management
New York
$80.6M +$26.7M +1,018,350 +50%
RL
141
Ruffer LLP
United Kingdom
$80.4M -$1.94M -73,953 -2%
CA
142
Commerzbank Aktiengesellschaft
Germany
$79.1M -$19.4M -777,468 -20%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$77.8M -$71.3M -2,716,863 -48%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$76.2M +$25.2M +961,200 +49%
MIP
145
Mondrian Investment Partners
United Kingdom
$74.8M -$3.33M -126,900 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
146
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$73.7M -$28.9M -1,101,600 -28%
AC
147
Alleghany Corporation
New York
$73.6M +$15.7M +600,000 +27%
CIC
148
Chilton Investment Company
Connecticut
$72.1M -$2.32M -88,269 -3%
EA
149
Euclid Advisors
Connecticut
$67.2M +$67.2M +2,562,630 New
GCM
150
Gabalex Capital Management
New York
$66.9M – – –
4 5
6
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