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Walmart
WMT

Overview Fund Activity

1,433 hedge funds and large institutions have $62B invested in Walmart in 2015 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 522 increasing their positions, 611 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+11
Holders Change %
+0.77%
% of All Funds
37.63%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
1.6%
New
152
Increased
522
Reduced
611
Closed
122
Calls
$1.51B
Puts
$1.19B
Net Calls
+$315M
Net Calls Change
-$151M

Top Buyers

1
AIG
American International Group
New York
$391M
2
Goldman Sachs
Goldman Sachs
New York
$536M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$981M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.22B
5
Deutsche Bank
Deutsche Bank
Germany
$524M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$3.01B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$292M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$542M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.18B
5
Sanders Capital
Sanders Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.22B +$144M +7,067,253 +2%
State Street
2
State Street
Massachusetts
$4.28B +$18.6M +908,424 +0.4%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$3.44B – – –
LTI
4
Laffer Tengler Investments
Tennessee
$3.01B -$3.19B – –
BIT
5
BlackRock Institutional Trust
California
$2.58B -$21.5M -1,053,969 -0.8%
Dodge & Cox
6
Dodge & Cox
California
$1.9B +$2.41M +117,837 +0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.18B -$431M -21,110,298 -27%
Bank of America
8
Bank of America
North Carolina
$1.16B -$113M -5,512,020 -9%
BFA
9
BlackRock Fund Advisors
California
$1.15B +$37.3M +1,825,212 +3%
Northern Trust
10
Northern Trust
Illinois
$1.1B -$86.2M -4,217,232 -7%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.03B – – –
ACM
12
Americafirst Capital Management
California
$1B – – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$981M +$146M +7,136,331 +17%
Invesco
14
Invesco
Georgia
$904M +$80.7M +3,950,061 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$813M -$1.6M -78,549 -0.2%
BG
16
BlackRock Group
United Kingdom
$811M -$16.5M -808,569 -2%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$711M – – –
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$610M +$50.5M +2,472,114 +9%
Wells Fargo
19
Wells Fargo
California
$590M +$15.9M +778,299 +3%
Morgan Stanley
20
Morgan Stanley
New York
$562M -$78.9M -3,862,683 -12%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$542M -$655M -32,059,290 -55%
Goldman Sachs
22
Goldman Sachs
New York
$536M +$230M +11,271,498 +75%
Allianz Asset Management
23
Allianz Asset Management
Germany
$529M +$67.9M +3,321,519 +15%
Deutsche Bank
24
Deutsche Bank
Germany
$524M +$140M +6,872,271 +37%
Ameriprise
25
Ameriprise
Minnesota
$516M -$24.4M -1,195,992 -5%
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