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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 %
KIG
151
Kovitz Investment Group
Illinois
$66.8M -$1.28M -48,876 -2%
DC
152
Davenport & Co
Virginia
$66.3M -$452K -17,238 -0.7%
SAM
153
Sawgrass Asset Management
Florida
$64M +$2.82M +107,541 +5%
Aviva
154
Aviva
United Kingdom
$63.9M -$7.58M -288,918 -11%
RFS
155
Rockefeller Financial Services
New York
$63.6M +$2.99M +114,168 +5%
TG
156
TCW Group
California
$63M -$311K -11,850 -0.5%
FPP
157
Findlay Park Partners
United Kingdom
$62.7M – – –
ASRS
158
Arizona State Retirement System
Arizona
$62.2M -$2.71M -103,200 -4%
ACI
159
AMP Capital Investors
Australia
$61.7M -$5.33M -203,259 -8%
Comerica Bank
160
Comerica Bank
Texas
$61.7M -$11M -419,007 -15%
VOYA Investment Management
161
VOYA Investment Management
Georgia
$61.3M -$1.13M -42,993 -2%
Jennison Associates
162
Jennison Associates
New York
$60.6M -$27.2M -1,038,291 -31%
NTCOC
163
Northern Trust Company of Connecticut
Connecticut
$59M -$7.51M -286,212 -11%
TPSF
164
Texas Permanent School Fund
Texas
$58.9M -$4.78M -182,145 -7%
SOMRS
165
State of Michigan Retirement System
Michigan
$57.2M -$346K -13,200 -0.6%
NFA
166
Nationwide Fund Advisors
Ohio
$57M -$192K -7,317 -0.3%
N
167
Natixis
France
$56.8M -$17.3M -660,831 -23%
SB
168
Suntrust Banks
Georgia
$55.7M -$3.76M -143,517 -6%
Bessemer Group
169
Bessemer Group
New Jersey
$55.6M +$13M +494,172 +30%
RFC
170
Regions Financial Corp
Alabama
$55.3M -$1.35M -51,303 -2%
CFC
171
Cincinnati Financial Corp
Ohio
$55.3M – – –
TAM
172
Tiverton Asset Management
Delaware
$55.1M +$23.6M +900,000 +75%
PAM
173
Panagora Asset Management
Massachusetts
$54.6M -$4.99M -190,320 -8%
VRS
174
Virginia Retirement Systems
Virginia
$53.1M -$6.54M -249,294 -11%
CCMH
175
Cornerstone Capital Management Holdings
New York
$52.7M -$6.65M -253,605 -11%
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