WMT icon

Walmart
WMT

Overview Fund Activity

1,362 hedge funds and large institutions have $75.2B invested in Walmart in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 512 increasing their positions, 603 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-34
Holders Change %
-2.44%
% of All Funds
39.55%
Holding in Top 10
63
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.53%
% of All Funds
1.83%
New
43
Increased
512
Reduced
603
Closed
62
Calls
$1.33B
Puts
$996M
Net Calls
+$337M
Net Calls Change
+$471M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$305M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$244M
3
Citigroup
Citigroup
New York
+$219M
4
Dodge & Cox
Dodge & Cox
California
+$208M
5
American Century Companies
American Century Companies
Missouri
+$203M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Goldman Sachs
Goldman Sachs
New York
-$107M
3
Northern Trust
Northern Trust
Illinois
-$105M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
-$93.1M
5
Bank of America
Bank of America
North Carolina
-$85.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$87.4M -$8.63M -338,547 -9%
EHC
127
Everett Harris & Co
California
$87M -$211K -8,277 -0.2%
Renaissance Technologies
128
Renaissance Technologies
New York
$86.2M -$23.6M -924,600 -21%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$84.1M -$2.8M -109,701 -3%
MG
130
Markel Group
Virginia
$84M – – –
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$82.3M +$2.97M +116,391 +4%
DRZID
132
DePrince Race & Zollo Inc (DRZ)
Florida
$80.7M -$8.85M -347,007 -10%
N
133
Natixis
France
$80.5M +$22M +864,522 +38%
TBC
134
Tweedy, Browne Co
Connecticut
$75.8M -$7.31M -286,824 -9%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$74.8M -$118K -4,632 -0.2%
LSV Asset Management
136
LSV Asset Management
Illinois
$74.3M +$31.2M +1,225,020 +73%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$69.8M -$2.4M -94,095 -3%
RFS
138
Rockefeller Financial Services
New York
$67.8M +$4.21M +165,219 +7%
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$66.4M -$6.99M -274,167 -10%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$65.7M -$10.5M -412,119 -14%
MIP
141
Mondrian Investment Partners
United Kingdom
$65.6M -$665K -26,100 -1%
CP
142
Coho Partners
Pennsylvania
$64M +$21.1M +828,783 +49%
Aviva
143
Aviva
United Kingdom
$61.7M -$402K -15,783 -0.6%
SG Americas Securities
144
SG Americas Securities
New York
$60.7M +$22.4M +878,679 +59%
Two Sigma Investments
145
Two Sigma Investments
New York
$60.4M +$50M +1,963,371 +483%
SAM
146
Sawgrass Asset Management
Florida
$60.2M -$1.07M -41,790 -2%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$60M -$61.2M -2,400,000 -51%
KIG
148
Kovitz Investment Group
Illinois
$59.6M -$493K -19,344 -0.8%
TG
149
TCW Group
California
$59.2M -$2.57M -100,644 -4%
VFA
150
Virtus Fund Advisers
Connecticut
$59.1M +$57.7M +2,262,945 +4,060%
4 5
6
7 8