WMT icon

Walmart
WMT

Overview Fund Activity

1,466 hedge funds and large institutions have $68.9B invested in Walmart in 2015 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 573 increasing their positions, 597 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,466
Holders Change
-15
Holders Change %
-1.01%
% of All Funds
39.54%
Holding in Top 10
69
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-19.77%
% of All Funds
1.86%
New
97
Increased
573
Reduced
597
Closed
98
Calls
$2B
Puts
$1.27B
Net Calls
+$726M
Net Calls Change
+$331M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$367M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$589M
3
Citadel Advisors
3
Citadel Advisors
Florida
$152M
4
Deutsche Bank
4
Deutsche Bank
Germany
$588M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$283M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$11.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Capital World Investors
3
Capital World Investors
California
$0
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$4.37M
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.99B -$246M -10,419,825 -3%
State Street
2
State Street
Massachusetts
$4.82B -$263M -11,140,023 -5%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$4.28B – – –
BIT
4
BlackRock Institutional Trust
California
$2.99B -$8.93M -377,793 -0.3%
Dodge & Cox
5
Dodge & Cox
California
$2.18B -$13.3M -560,925 -0.6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.99B -$51.7M -2,188,767 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.49B +$11.6M +491,364 +0.8%
Northern Trust
8
Northern Trust
Illinois
$1.41B +$21.5M +908,595 +2%
BFA
9
BlackRock Fund Advisors
California
$1.24B -$6.58M -278,100 -0.5%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.19B – – –
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.18B +$33M +1,397,592 +3%
Bank of America
12
Bank of America
North Carolina
$1.03B +$14.7M +621,813 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$929M +$11.3M +478,290 +1%
BG
14
BlackRock Group
United Kingdom
$896M +$70.2M +2,967,696 +8%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$823M – – –
Invesco
16
Invesco
Georgia
$771M +$6.61M +279,396 +0.9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$704M -$478M -20,219,787 -40%
Wells Fargo
18
Wells Fargo
California
$640M +$12.1M +510,183 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$589M +$253M +10,698,300 +75%
Deutsche Bank
20
Deutsche Bank
Germany
$588M +$142M +5,991,939 +32%
Morgan Stanley
21
Morgan Stanley
New York
$574M +$121M +5,124,984 +27%
Ameriprise
22
Ameriprise
Minnesota
$572M -$23.2M -981,981 -4%
American Century Companies
23
American Century Companies
Missouri
$561M +$44.7M +1,891,251 +9%
Goldman Sachs
24
Goldman Sachs
New York
$523M -$7.11M -300,576 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$520M +$17.1M +721,218 +3%
1
2 3 4 5