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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 %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$84.3M -$5.18M -203,244 -6%
GIA
127
Gateway Investment Advisers
Ohio
$84.1M -$14.5M -567,840 -15%
MG
128
Markel Group
Virginia
$83.9M -$2.45M -96,000 -3%
BTS
129
BB&T Securities
Virginia
$83.6M +$2.2M +8,616 +3%
GC
130
Guggenheim Capital
Illinois
$83.2M -$10.1M -395,013 -11%
TBC
131
Tweedy, Browne Co
Connecticut
$83.1M -$13.4M -526,995 -14%
Bessemer Group
132
Bessemer Group
New Jersey
$82.2M +$28.2M +1,106,244 +52%
FPP
133
Findlay Park Partners
United Kingdom
$81.8M +$20.9M +820,830 +34%
CA
134
Commerzbank Aktiengesellschaft
Germany
$80.6M -$350K -13,734 -0.4%
LBG
135
Lloyds Banking Group
United Kingdom
$79.4M -$3.38M -132,711 -4%
AC
136
Alleghany Corporation
New York
$79.1M +$7.64M +300,000 +11%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$78.9M -$2.31M -90,600 -3%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$78.7M -$1.16M -45,384 -1%
AQR Capital Management
139
AQR Capital Management
Connecticut
$78.7M -$21.5M -843,015 -21%
PAMU
140
Pictet Asset Management (UK)
United Kingdom
$77.9M -$1.17M -45,879 -1%
CIC
141
Chilton Investment Company
Connecticut
$75.1M +$5.14M +201,591 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
142
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71M -$642K -25,200 -0.9%
RRAM
143
River Road Asset Management
Kentucky
$69.9M -$31.2M -1,224,381 -31%
BCIM
144
British Columbia Investment Management
British Columbia, Canada
$67.8M -$11.8M -461,859 -15%
MIP
145
Mondrian Investment Partners
United Kingdom
$65.6M -$7.09M -278,100 -10%
DC
146
Davenport & Co
Virginia
$65.4M +$953K +37,398 +1%
SG Americas Securities
147
SG Americas Securities
New York
$64.1M -$32.1M -1,260,822 -33%
RFS
148
Rockefeller Financial Services
New York
$62.5M +$741K +29,073 +1%
TG
149
TCW Group
California
$61.4M +$292K +11,454 +0.5%
Aviva
150
Aviva
United Kingdom
$61.3M -$763K -29,931 -1%
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