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Walmart Inc

1,413 hedge funds and large institutions have $76.6B invested in Walmart Inc in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 574 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 44

11% more funds holding in top 10

Funds holding in top 10: 8190 (+9)

8% more funds holding

Funds holding: 1,3091,413 (+104)

7% more capital invested

Capital invested by funds: $71.4B → $76.6B (+$5.19B)

1.19% more ownership

Funds ownership: 89.26%90.45% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 574

22% less call options, than puts

Call options by funds: $820M | Put options by funds: $1.05B

Holders
1,413
Holders Change
+104
Holders Change %
+7.94%
% of All Funds
41%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
2.61%
New
164
Increased
485
Reduced
574
Closed
44
Calls
$820M
Puts
$1.05B
Net Calls
-$229M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.13B +$70.8M +2,739,846 +1%
State Street
2
State Street
Massachusetts
$5.92B +$63.4M +2,456,082 +1%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$3.89B +$18.3M +709,494 +0.5%
BIT
4
BlackRock Institutional Trust
California
$3.24B -$77M -2,979,975 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.46B -$109M -4,227,447 -4%
Northern Trust
6
Northern Trust
Illinois
$1.67B -$19.4M -751,989 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.54B -$80.8M -3,128,934 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.5B +$431M +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 +$195M +7,554,240 +18%
Bank of America
11
Bank of America
North Carolina
$1.26B +$145M +5,616,840 +13%
BFA
12
BlackRock Fund Advisors
California
$1.2B +$29.1M +1,128,729 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14B -$70.6M -2,734,554 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$944M +$30.5M +1,179,327 +3%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$913M +$38.7M +1,500,000 +5%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$889M +$37M +1,431,558 +4%
BG
17
BlackRock Group
United Kingdom
$770M -$59.5M -2,302,173 -7%
Goldman Sachs
18
Goldman Sachs
New York
$707M +$65.5M +2,536,974 +10%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$704M -$18.5M -717,531 -3%
Capital World Investors
20
Capital World Investors
California
$663M
Wells Fargo
21
Wells Fargo
California
$644M +$23.4M +907,770 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$632M +$43.4M +1,679,370 +7%
FMI
23
Fiduciary Management Inc
Wisconsin
$609M +$2.85M +110,541 +0.5%
Legal & General Group
24
Legal & General Group
United Kingdom
$588M -$4.25M -164,466 -0.7%
Deutsche Bank
25
Deutsche Bank
Germany
$584M -$221M -8,551,611 -28%

WMT Hedge Fund Activity: Q4 2013 in Review

1,413 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2013, worth a combined $76.6B — up 7.3% from $71.4B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new WMT positions and 44 closed out — a net gain of 120 holders — while 485 added to existing stakes and 574 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $431M. The largest seller was Lazard Asset Management, cutting an estimated $228M.

  • 1,413 institutional investors held Walmart Inc (WMT) as of Q4 2013, up from 1,309 in Q3 2013.
  • Funds reported $76.6B of Walmart Inc stock for Q4 2013, up 7.3% quarter-over-quarter.
  • 164 funds opened new Walmart Inc positions in Q4 2013 and 44 closed out, a net change of +120 holders.
  • The largest Walmart Inc buyer in Q4 2013 was Wellington Management Group, an estimated $431M added.
  • The largest Walmart Inc seller in Q4 2013 was Lazard Asset Management, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2013.