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Walmart
WMT

Overview Fund Activity

1,467 hedge funds and large institutions have $84.2B invested in Walmart in 2014 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 491 increasing their positions, 598 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+105
Holders Change %
+7.71%
% of All Funds
39.15%
Holding in Top 10
96
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+52.38%
% of All Funds
2.56%
New
177
Increased
491
Reduced
598
Closed
57
Calls
$1.41B
Puts
$1.25B
Net Calls
+$162M
Net Calls Change
-$174M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$592M
2
State Street
State Street
Massachusetts
$6.62B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.53B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$301M
5
Wells Fargo
Wells Fargo
California
$861M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$753M
2
MAM
Magellan Asset Management
Australia
$478M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$438M
4
AllianceBernstein
AllianceBernstein
Tennessee
$279M
5
Citigroup
Citigroup
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.53B +$238M +8,324,682 +3%
State Street
2
State Street
Massachusetts
$6.62B +$338M +11,800,842 +5%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$5.19B – – –
BIT
4
BlackRock Institutional Trust
California
$3.53B -$12.3M -430,305 -0.3%
Dodge & Cox
5
Dodge & Cox
California
$2.64B +$41.2M +1,438,461 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.54B -$42.1M -1,470,414 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.15B -$36.9M -1,290,609 -2%
Northern Trust
8
Northern Trust
Illinois
$1.7B -$5.92M -206,919 -0.3%
BFA
9
BlackRock Fund Advisors
California
$1.49B +$124M +4,345,122 +9%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.44B – – –
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.41B +$30.4M +1,062,369 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.06B +$40.8M +1,427,406 +4%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$996M – – –
Fidelity Investments
14
Fidelity Investments
Massachusetts
$920M -$170M -5,933,043 -16%
BG
15
BlackRock Group
United Kingdom
$879M +$61.7M +2,155,866 +8%
Wells Fargo
16
Wells Fargo
California
$861M +$188M +6,556,716 +28%
Bank of America
17
Bank of America
North Carolina
$753M -$654M -22,841,403 -46%
NEAM
18
New England Asset Management
Connecticut
$629M – – –
Invesco
19
Invesco
Georgia
$622M +$165M +5,753,238 +36%
Legal & General Group
20
Legal & General Group
United Kingdom
$614M -$10.6M -371,199 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$613M +$119M +4,166,748 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$601M -$35M -1,222,722 -6%
Goldman Sachs
23
Goldman Sachs
New York
$599M +$84.4M +2,948,466 +16%
WRF
24
Waddell & Reed Financial
Kansas
$592M +$592M +20,676,504 New
American Century Companies
25
American Century Companies
Missouri
$584M +$65.8M +2,298,348 +13%
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