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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
$4.44B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$875M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.82B
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.13B
5
SOMRS
State of Michigan Retirement System
Michigan
$239M

Top Sellers

1
State Street
State Street
Massachusetts
$5.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$782M
4
Renaissance Technologies
Renaissance Technologies
New York
$27.6M
5
Ameriprise
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.13B +$204M +8,024,805 +3%
State Street
2
State Street
Massachusetts
$5.31B -$442M -17,348,796 -8%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$4.44B +$655M +25,706,037 +17%
BIT
4
BlackRock Institutional Trust
California
$3.16B +$16.9M +665,016 +0.5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.41B +$24.2M +949,566 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.82B +$360M +14,131,089 +25%
Northern Trust
7
Northern Trust
Illinois
$1.58B -$40.8M -1,603,179 -3%
Dodge & Cox
8
Dodge & Cox
California
$1.38B +$101M +3,980,457 +8%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.28B – – –
Bank of America
10
Bank of America
North Carolina
$1.25B +$28.2M +1,107,201 +2%
BFA
11
BlackRock Fund Advisors
California
$1.17B +$2.91M +114,147 +0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.11B -$380M -14,906,922 -25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$923M +$6.13M +240,831 +0.7%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$916M +$53.2M +2,086,383 +6%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$887M – – –
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$875M +$422M +16,544,556 +93%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$782M -$321M -12,585,852 -29%
BG
18
BlackRock Group
United Kingdom
$702M -$45.3M -1,779,177 -6%
Capital World Investors
19
Capital World Investors
California
$655M +$11.5M +450,000 +2%
Wells Fargo
20
Wells Fargo
California
$641M +$16M +627,960 +3%
MAM
21
Magellan Asset Management
Australia
$620M +$60M +2,354,730 +11%
FMI
22
Fiduciary Management Inc
Wisconsin
$575M -$15.6M -613,050 -3%
Goldman Sachs
23
Goldman Sachs
New York
$565M -$121M -4,759,221 -18%
NEAM
24
New England Asset Management
Connecticut
$560M – – –
Legal & General Group
25
Legal & General Group
United Kingdom
$558M -$13.6M -532,284 -2%
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