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Walmart
WMT

Overview Fund Activity

1,471 hedge funds and large institutions have $63.2B invested in Walmart in 2016 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 575 increasing their positions, 569 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+38
Holders Change %
+2.65%
% of All Funds
39.26%
Holding in Top 10
77
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+26.23%
% of All Funds
2.05%
New
129
Increased
575
Reduced
569
Closed
81
Calls
$1.13B
Puts
$988M
Net Calls
+$137M
Net Calls Change
-$178M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$562M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$975M
3
Goldman Sachs
Goldman Sachs
New York
$809M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$197M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.65B
3
Invesco
Invesco
Georgia
$710M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$410M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.65B -$301M -13,192,539 -4%
State Street
2
State Street
Massachusetts
$4.9B +$118M +5,179,404 +2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$3.78B -$65M -2,848,290 -2%
BIT
4
BlackRock Institutional Trust
California
$2.81B -$71.2M -3,118,131 -2%
Dodge & Cox
5
Dodge & Cox
California
$2.07B -$45.6M -1,997,856 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.42B +$103M +4,506,432 +8%
BFA
7
BlackRock Fund Advisors
California
$1.3B +$20.4M +892,701 +2%
Bank of America
8
Bank of America
North Carolina
$1.27B -$31.5M -1,378,893 -2%
Northern Trust
9
Northern Trust
Illinois
$1.22B -$1.01M -44,328 -0.1%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.15B – – –
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.12B +$19.6M +858,873 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$975M +$294M +12,876,846 +43%
BG
13
BlackRock Group
United Kingdom
$865M -$41.3M -1,811,091 -5%
Goldman Sachs
14
Goldman Sachs
New York
$809M +$211M +9,222,237 +35%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$795M – – –
Invesco
16
Invesco
Georgia
$710M -$300M -13,155,594 -30%
Wells Fargo
17
Wells Fargo
California
$690M +$30.6M +1,339,572 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$628M +$42.4M +1,859,166 +7%
Morgan Stanley
19
Morgan Stanley
New York
$588M -$39.6M -1,735,836 -6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$562M +$333M +14,581,098 +145%
Ameriprise
21
Ameriprise
Minnesota
$543M -$33M -1,443,399 -6%
Legal & General Group
22
Legal & General Group
United Kingdom
$535M +$14M +611,076 +3%
Charles Schwab
23
Charles Schwab
California
$515M +$45.3M +1,983,366 +10%
Allianz Asset Management
24
Allianz Asset Management
Germany
$505M -$85.6M -3,751,593 -14%
NEAM
25
New England Asset Management
Connecticut
$504M -$590K -25,830 -0.1%
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