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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$365M
2
Deutsche Bank
Deutsche Bank
Germany
$842M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$486M
4
Morgan Stanley
Morgan Stanley
New York
$784M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$358M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$38.7M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.94B
3
NEAM
New England Asset Management
Connecticut
$62.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.81B
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.81B -$284M -11,670,219 -4%
State Street
2
State Street
Massachusetts
$5.05B -$177M -7,287,366 -3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$2.94B -$1.1B -45,028,383 -27%
BIT
4
BlackRock Institutional Trust
California
$2.92B -$80.2M -3,293,232 -3%
Dodge & Cox
5
Dodge & Cox
California
$2.06B -$149M -6,125,454 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.46B -$59.6M -2,447,409 -4%
BFA
7
BlackRock Fund Advisors
California
$1.41B +$21.7M +891,651 +2%
Northern Trust
8
Northern Trust
Illinois
$1.28B -$21.8M -895,341 -2%
Bank of America
9
Bank of America
North Carolina
$1.27B -$81.1M -3,333,486 -6%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$1.23B – – –
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.09B +$47.5M +1,950,381 +5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.08B -$114M -4,684,230 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$956M -$32.7M -1,347,501 -3%
BG
14
BlackRock Group
United Kingdom
$854M -$68.3M -2,807,724 -7%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$847M – – –
Deutsche Bank
16
Deutsche Bank
Germany
$842M +$172M +7,070,925 +26%
Morgan Stanley
17
Morgan Stanley
New York
$784M +$157M +6,454,566 +25%
Invesco
18
Invesco
Georgia
$761M +$3.72M +152,694 +0.5%
Goldman Sachs
19
Goldman Sachs
New York
$727M -$135M -5,565,639 -16%
Wells Fargo
20
Wells Fargo
California
$727M -$8.16M -335,247 -1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$609M +$9.01M +370,011 +2%
Ameriprise
22
Ameriprise
Minnesota
$607M +$28.4M +1,168,275 +5%
Charles Schwab
23
Charles Schwab
California
$595M +$46M +1,889,184 +8%
Legal & General Group
24
Legal & General Group
United Kingdom
$585M +$14.7M +603,045 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$542M +$106M +4,347,099 +24%
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