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Walmart
WMT

Overview Fund Activity

1,307 hedge funds and large institutions have $71.3B invested in Walmart in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 506 increasing their positions, 537 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,307
Holders Change
-7
Holders Change %
-0.53%
% of All Funds
42.39%
Holding in Top 10
80
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.37%
% of All Funds
2.59%
New
76
Increased
506
Reduced
537
Closed
69
Calls
$904M
Puts
$968M
Net Calls
-$64M
Net Calls Change
-$79.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$997M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$284M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$460M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.64B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$140M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.52B
2
State Street
2
State Street
Massachusetts
$5.51B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$452M
4
PI
4
PGGM Investments
Netherlands
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.64B +$119M +4,808,880 +2%
State Street
2
State Street
Massachusetts
$5.51B -$167M -6,793,164 -3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$3.64B – – –
BIT
4
BlackRock Institutional Trust
California
$3.12B -$40.9M -1,660,491 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.42B -$138M -5,593,296 -5%
Northern Trust
6
Northern Trust
Illinois
$1.59B -$96.1M -3,896,919 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.52B -$780M -31,622,382 -34%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$1.24B – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13B -$22.6M -916,587 -2%
BFA
10
BlackRock Fund Advisors
California
$1.1B -$31.3M -1,268,814 -3%
Dodge & Cox
11
Dodge & Cox
California
$1.05B +$20.5M +831,327 +2%
Bank of America
12
Bank of America
North Carolina
$1.04B +$9.26M +375,549 +0.9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$997M +$231M +9,390,006 +30%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$858M +$18.3M +742,452 +2%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$821M – – –
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$800M +$40.4M +1,637,943 +5%
BG
17
BlackRock Group
United Kingdom
$780M +$4.29M +173,835 +0.6%
Deutsche Bank
18
Deutsche Bank
Germany
$760M +$47.3M +1,918,998 +7%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$679M -$21.1M -855,102 -3%
Capital World Investors
20
Capital World Investors
California
$623M – – –
Goldman Sachs
21
Goldman Sachs
New York
$602M +$29.4M +1,194,384 +5%
Wells Fargo
22
Wells Fargo
California
$583M +$4.58M +185,781 +0.8%
FMI
23
Fiduciary Management Inc
Wisconsin
$569M +$194K +7,881 +0%
Legal & General Group
24
Legal & General Group
United Kingdom
$557M -$2.15M -87,339 -0.4%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$553M +$70M +2,839,680 +14%
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