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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 %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$49.3M +$32.1M +1,260,300 +187%
Korea Investment Corp
177
Korea Investment Corp
South Korea
$49.1M -$24.9M -978,300 -34%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$48.7M -$1.66M -65,184 -3%
SWITC
179
Stewart West Indies Trading Company
Colorado
$47.4M – – –
N
180
Natixis
France
$46.7M -$8.5M -333,750 -15%
KCM
181
Kames Capital Management
United Kingdom
$46M -$569K -22,335 -1%
SAM
182
Shell Asset Management
Netherlands
$45.7M +$479K +18,819 +1%
AIG
183
American International Group
New York
$45.7M +$284K +11,136 +0.6%
Public Sector Pension Investment Board (PSP Investments)
184
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.3M -$711K -27,900 -2%
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$44.6M -$844K -33,117 -2%
AG
186
Aperio Group
California
$44.3M +$44.3M +1,740,276 New
PAM
187
Panagora Asset Management
Massachusetts
$43.9M -$9.1M -357,201 -17%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$43.6M -$6.31M -247,518 -13%
IG
189
ING Group
Netherlands
$42.6M +$26.5M +1,040,910 +164%
FMI
190
Factory Mutual Insurance
Massachusetts
$41.7M -$2.29M -90,000 -5%
LSV Asset Management
191
LSV Asset Management
Illinois
$41.4M +$3.32M +130,500 +9%
SRIM
192
Saratoga Research & Investment Management
California
$41.2M +$1.79M +70,233 +5%
CP
193
Coho Partners
Pennsylvania
$40.9M +$40.9M +1,605,906 New
TSU
194
TD Securities (USA)
New York
$40.6M -$3.05M -119,655 -7%
CBCM
195
Cook & Bynum Capital Management
Alabama
$40.5M – – –
Stifel Financial
196
Stifel Financial
Missouri
$40.5M +$40.5M +1,588,317 New
AACR
197
ACR Alpine Capital Research
Missouri
$40.4M +$13.8M +542,301 +52%
TAM
198
Tocqueville Asset Management
New York
$40.1M -$3.54M -139,113 -8%
LCS
199
Levin Capital Strategies
New York
$39.9M +$10.1M +394,845 +34%
AIMCA
200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.1M +$1.06M +41,700 +3%
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