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Walmart
WMT

Overview Fund Activity

1,362 hedge funds and large institutions have $75.2B invested in Walmart in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 512 increasing their positions, 603 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-34
Holders Change %
-2.44%
% of All Funds
39.55%
Holding in Top 10
63
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.53%
% of All Funds
1.83%
New
43
Increased
512
Reduced
603
Closed
62
Calls
$1.33B
Puts
$996M
Net Calls
+$337M
Net Calls Change
+$471M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$999M
2
AllianceBernstein
AllianceBernstein
Tennessee
$519M
3
Citigroup
Citigroup
New York
$354M
4
Dodge & Cox
Dodge & Cox
California
$2.32B
5
American Century Companies
American Century Companies
Missouri
$461M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$344M
2
Goldman Sachs
Goldman Sachs
New York
$458M
3
Northern Trust
Northern Trust
Illinois
$1.52B
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$8.39M
5
Bank of America
Bank of America
North Carolina
$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.38B +$73.5M +2,882,622 +1%
State Street
2
State Street
Massachusetts
$5.59B +$100M +3,931,647 +2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$4.62B +$121M +4,764,102 +3%
BIT
4
BlackRock Institutional Trust
California
$3.16B -$28.6M -1,121,019 -0.9%
Dodge & Cox
5
Dodge & Cox
California
$2.32B +$208M +8,159,730 +10%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.3B -$58.7M -2,303,742 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.95B +$28.4M +1,115,652 +1%
Northern Trust
8
Northern Trust
Illinois
$1.52B -$105M -4,105,209 -6%
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 -$85.6M -3,359,859 -6%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.23B +$114M +4,485,909 +10%
BFA
12
BlackRock Fund Advisors
California
$1.22B +$30.9M +1,211,313 +3%
MAM
13
Magellan Asset Management
Australia
$999M +$305M +11,956,560 +44%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$970M -$44.4M -1,741,386 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$905M -$25.5M -1,002,378 -3%
Gates Foundation Trust
16
Gates Foundation Trust
Washington
$887M – – –
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$849M -$22.8M -893,265 -3%
BG
18
BlackRock Group
United Kingdom
$728M -$34.2M -1,342,113 -4%
Wells Fargo
19
Wells Fargo
California
$600M -$14.5M -567,357 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$566M -$28M -1,097,406 -5%
NEAM
21
New England Asset Management
Connecticut
$560M – – –
Legal & General Group
22
Legal & General Group
United Kingdom
$556M -$1.86M -72,846 -0.3%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$555M -$11M -430,980 -2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$519M +$244M +9,560,271 +88%
Deutsche Bank
25
Deutsche Bank
Germany
$499M +$24.5M +962,223 +5%
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