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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 %
MG
126
Markel Group
Virginia
$82.4M – – –
GC
127
Guggenheim Capital
Illinois
$82.4M +$627K +25,038 +0.8%
TBC
128
Tweedy, Browne Co
Connecticut
$81.6M -$29.3K -1,170 -0%
ARC
129
Absolute Return Capital
Massachusetts
$80.8M -$14.1M -565,161 -15%
EA
130
Euclid Advisors
Connecticut
$79.5M +$79.5M +3,175,170 New
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$77.9M +$1.37M +54,558 +2%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$74.8M -$2.68M -107,100 -3%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$73.6M -$9.18M -366,864 -11%
AQR Capital Management
134
AQR Capital Management
Connecticut
$73.1M -$4.15M -165,900 -5%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$72M +$5.45M +217,689 +8%
CA
136
Commerzbank Aktiengesellschaft
Germany
$71.4M -$7.75M -309,735 -10%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$70.8M -$6.47M -258,615 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$66.2M -$3.53M -141,000 -5%
MIP
139
Mondrian Investment Partners
United Kingdom
$65.1M +$661K +26,400 +1%
DC
140
Davenport & Co
Virginia
$64.4M +$160K +6,399 +0.2%
RFS
141
Rockefeller Financial Services
New York
$62.4M +$1.04M +41,592 +2%
Aviva
142
Aviva
United Kingdom
$61M +$817K +32,640 +1%
TG
143
TCW Group
California
$60.6M +$278K +11,100 +0.5%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$60.6M -$35.6M -1,422,087 -37%
SAM
145
Sawgrass Asset Management
Florida
$60.1M +$169K +6,765 +0.3%
KIG
146
Kovitz Investment Group
Illinois
$59M -$1.39M -55,461 -2%
ASRS
147
Arizona State Retirement System
Arizona
$58.2M +$721K +28,800 +1%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$58M -$1.09M -43,560 -2%
SB
149
Suntrust Banks
Georgia
$57.8M +$2.98M +118,941 +5%
N
150
Natixis
France
$57.4M +$11.5M +460,587 +25%
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