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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
2
Bank of America
Bank of America
North Carolina
$1.18B
3
DCM
Discovery Capital Management
Connecticut
$292M
4
Invesco
Invesco
Georgia
$886M
5
Citigroup
Citigroup
New York
$423M

Top Sellers

1
State Street
State Street
Massachusetts
$5.89B
2
MAM
Magellan Asset Management
Australia
$83.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.72B
4
Harris Associates
Harris Associates
Illinois
$32M
5
PP
Prudential plc
United Kingdom
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.39B +$227M +8,266,419 +3%
State Street
2
State Street
Massachusetts
$5.89B -$446M -16,256,541 -7%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$4.97B – – –
BIT
4
BlackRock Institutional Trust
California
$3.47B +$89.5M +3,266,166 +3%
Dodge & Cox
5
Dodge & Cox
California
$2.54B +$9.43M +343,800 +0.4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.36B -$68.4M -2,495,850 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.72B -$342M -12,482,640 -17%
Northern Trust
8
Northern Trust
Illinois
$1.61B -$20.4M -744,051 -1%
BFA
9
BlackRock Fund Advisors
California
$1.45B +$19.5M +710,466 +1%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.38B – – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.37B +$490M +17,870,001 +56%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.33B -$22.2M -810,825 -2%
Bank of America
13
Bank of America
North Carolina
$1.18B +$458M +16,690,155 +63%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.06B +$52M +1,899,696 +5%
BG
15
BlackRock Group
United Kingdom
$957M +$116M +4,216,455 +14%
Gates Foundation Trust
16
Gates Foundation Trust
Washington
$954M – – –
Invesco
17
Invesco
Georgia
$886M +$291M +10,597,245 +49%
Wells Fargo
18
Wells Fargo
California
$728M -$97.2M -3,544,638 -12%
Ameriprise
19
Ameriprise
Minnesota
$690M +$215M +7,857,093 +45%
Goldman Sachs
20
Goldman Sachs
New York
$615M +$41M +1,495,038 +7%
WRF
21
Waddell & Reed Financial
Kansas
$608M +$41M +1,493,670 +7%
NEAM
22
New England Asset Management
Connecticut
$602M – – –
American Century Companies
23
American Century Companies
Missouri
$599M +$40M +1,458,705 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$584M -$4.55M -165,951 -0.8%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$550M -$37M -1,351,308 -6%
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