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Walmart
WMT

Overview Fund Activity

1,396 hedge funds and large institutions have $73B invested in Walmart in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 540 increasing their positions, 583 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+13
Holders Change %
+0.94%
% of All Funds
40.15%
Holding in Top 10
57
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25%
% of All Funds
1.64%
New
72
Increased
540
Reduced
583
Closed
52
Calls
$957M
Puts
$1.09B
Net Calls
-$135M
Net Calls Change
-$461M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.07B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B
3
SOMRS
State of Michigan Retirement System
Michigan
$467M
4
State Street
State Street
Massachusetts
$5.39B
5
Vanguard Group
Vanguard Group
Pennsylvania
$7.17B

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$271M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$583M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$29.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.17B +$168M +6,694,479 +2%
State Street
2
State Street
Massachusetts
$5.39B +$173M +6,925,404 +3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$4.41B +$55.9M +2,234,541 +1%
BIT
4
BlackRock Institutional Trust
California
$3.13B +$22M +880,731 +0.7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.31B -$56.6M -2,260,797 -2%
Dodge & Cox
6
Dodge & Cox
California
$2.07B +$714M +28,527,000 +53%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.88B +$102M +4,063,677 +6%
Northern Trust
8
Northern Trust
Illinois
$1.59B +$41.5M +1,658,277 +3%
Bank of America
9
Bank of America
North Carolina
$1.31B +$87.2M +3,485,991 +7%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.26B – – –
BFA
11
BlackRock Fund Advisors
California
$1.17B +$16.4M +655,476 +1%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B +$235M +9,405,609 +27%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$996M -$96.1M -3,838,824 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$914M +$8.02M +320,841 +0.9%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$871M – – –
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$856M -$44.2M -1,766,748 -5%
BG
17
BlackRock Group
United Kingdom
$748M +$58M +2,318,943 +8%
Capital World Investors
18
Capital World Investors
California
$698M +$54.4M +2,175,000 +8%
MAM
19
Magellan Asset Management
Australia
$682M +$72.5M +2,896,269 +12%
Wells Fargo
20
Wells Fargo
California
$603M -$26.8M -1,070,889 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$583M -$185M -7,385,496 -24%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$556M +$20.9M +837,063 +4%
Goldman Sachs
23
Goldman Sachs
New York
$555M -$336K -13,446 -0.1%
NEAM
24
New England Asset Management
Connecticut
$550M – – –
Legal & General Group
25
Legal & General Group
United Kingdom
$548M -$196K -7,842 -0%
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