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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 %
SAM
151
Sawgrass Asset Management
Florida
$61M -$1.1M -43,080 -2%
KIG
152
Kovitz Investment Group
Illinois
$60.6M -$3.39M -135,126 -5%
RL
153
Ruffer LLP
United Kingdom
$60.2M -$17.9M -702,927 -23%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$60.1M +$601K +23,577 +1%
Jennison Associates
155
Jennison Associates
New York
$60.1M +$1.27M +49,770 +2%
NFA
156
Nationwide Fund Advisors
Ohio
$60M +$4.64M +182,289 +8%
Comerica Bank
157
Comerica Bank
Texas
$59.4M -$536K -21,057 -0.9%
ASRS
158
Arizona State Retirement System
Arizona
$58.5M -$1.97M -77,400 -3%
Fidelity International
159
Fidelity International
Bermuda
$55.8M -$41M -1,611,261 -42%
SB
160
Suntrust Banks
Georgia
$55.8M +$1.74M +68,124 +3%
HCM
161
Highbridge Capital Management
New York
$55.7M +$7.89M +309,816 +17%
CFC
162
Cincinnati Financial Corp
Ohio
$54.7M +$1.02M +39,900 +2%
ACI
163
AMP Capital Investors
Australia
$54.5M -$5.14M -203,016 -9%
TPSF
164
Texas Permanent School Fund
Texas
$54.3M -$2.99M -117,534 -5%
GCM
165
Gabalex Capital Management
New York
$53.5M -$11.5M -450,000 -18%
TAM
166
Tiverton Asset Management
Delaware
$53.5M – – –
RFC
167
Regions Financial Corp
Alabama
$53.4M -$325K -12,765 -0.6%
Lazard Asset Management
168
Lazard Asset Management
New York
$52.7M -$189M -7,432,362 -78%
VRS
169
Virginia Retirement Systems
Virginia
$52.1M +$519K +20,370 +1%
CCM
170
Check Capital Management
California
$51.6M +$10.3M +405,399 +25%
WCM
171
Winton Capital Management
United Kingdom
$51.5M +$11.5M +452,460 +29%
ELC
172
Edgar Lomax Company
Virginia
$51M +$1.79M +70,125 +4%
CCMH
173
Cornerstone Capital Management Holdings
New York
$50.3M -$893K -35,052 -2%
ERSOT
174
Employees Retirement System of Texas
Texas
$50.2M +$4.76M +186,900 +10%
HFS
175
HL Financial Services
Kentucky
$49.7M +$440K +17,271 +0.9%
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