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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.13B +$71.9M +2,739,846 +1%
State Street
2
State Street
Massachusetts
$5.92B +$64.4M +2,456,082 +1%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$3.89B +$18.6M +709,494 +0.5%
BIT
4
BlackRock Institutional Trust
California
$3.24B -$78.2M -2,979,975 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.46B -$111M -4,227,447 -4%
Northern Trust
6
Northern Trust
Illinois
$1.67B -$19.7M -751,989 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.54B -$82.1M -3,128,934 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.5B +$438M +16,701,195 +41%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.32B – – –
Dodge & Cox
10
Dodge & Cox
California
$1.32B +$198M +7,554,240 +18%
Bank of America
11
Bank of America
North Carolina
$1.26B +$147M +5,616,840 +13%
BFA
12
BlackRock Fund Advisors
California
$1.2B +$29.6M +1,128,729 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B -$71.7M -2,734,554 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$944M +$30.9M +1,179,327 +3%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$913M +$39.3M +1,500,000 +5%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$889M +$37.5M +1,431,558 +4%
BG
17
BlackRock Group
United Kingdom
$770M -$60.4M -2,302,173 -7%
Goldman Sachs
18
Goldman Sachs
New York
$707M +$66.5M +2,536,974 +10%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$704M -$18.8M -717,531 -3%
Capital World Investors
20
Capital World Investors
California
$663M – – –
Wells Fargo
21
Wells Fargo
California
$644M +$23.8M +907,770 +4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$632M +$44M +1,679,370 +7%
FMI
23
Fiduciary Management Inc
Wisconsin
$609M +$2.9M +110,541 +0.5%
Legal & General Group
24
Legal & General Group
United Kingdom
$588M -$4.31M -164,466 -0.7%
Deutsche Bank
25
Deutsche Bank
Germany
$584M -$224M -8,551,611 -28%
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