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Walmart
WMT

Overview Fund Activity

1,307 hedge funds and large institutions have $71.3B invested in Walmart in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 506 increasing their positions, 537 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,307
Holders Change
-7
Holders Change %
-0.53%
% of All Funds
42.39%
Holding in Top 10
80
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.37%
% of All Funds
2.59%
New
76
Increased
506
Reduced
537
Closed
69
Calls
$904M
Puts
$968M
Net Calls
-$64M
Net Calls Change
-$79.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$231M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$184M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$780M
2
State Street
State Street
Massachusetts
-$167M
3
Lazard Asset Management
Lazard Asset Management
New York
-$156M
4
PI
PGGM Investments
Netherlands
-$153M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
Placemark Investments
Illinois
$24.3M +$1.77M +71,880 +8%
EIP
252
Epoch Investment Partners
New York
$23.8M +$616K +25,005 +3%
CC
253
Colrain Capital
Massachusetts
$23.1M -$2.37M -96,000 -9%
HNB
254
Huntington National Bank
Ohio
$22.9M -$131K -5,331 -0.6%
QBFM
255
QS Batterymarch Financial Management
New York
$22.8M -$11M -444,738 -32%
RAM
256
RWC Asset Management
United Kingdom
$22M +$3.43M +139,170 +19%
WBC
257
Westpac Banking Corp
Australia
$21.9M -$1.04M -42,207 -5%
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$21.8M +$458K +18,597 +2%
ACM
259
Academy Capital Management
Texas
$21.6M -$109K -4,425 -0.5%
WAM
260
World Asset Management
Michigan
$21.4M -$2.61M -105,873 -11%
ACA
261
Anchor Capital Advisors
Massachusetts
$21.3M +$196K +7,941 +0.9%
URS
262
Utah Retirement Systems
Utah
$21.2M -$178K -7,200 -0.8%
MHC
263
Meyer Handelman Company
New York
$21.2M +$12.9K +525 +0.1%
First Trust Advisors
264
First Trust Advisors
Illinois
$21.1M +$799K +32,412 +4%
AR
265
Advisory Research
Illinois
$20.7M -$3.69M -149,766 -15%
NG
266
NatWest Group
United Kingdom
$20.7M -$38.1M -1,543,791 -65%
PI
267
Putnam Investments
Massachusetts
$20.6M -$844K -34,245 -4%
CIA
268
CCM Investment Advisers
South Carolina
$20.4M +$937K +38,004 +5%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$20.4M -$4.18M -169,530 -17%
FIM
270
Foresters Investment Management
New York
$20.1M -$2.42M -98,100 -11%
RI
271
RWWM Inc
California
$20M +$887K +35,982 +5%
Robeco Institutional Asset Management
272
Robeco Institutional Asset Management
Netherlands
$19.9M – – –
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$19.7M -$37.1K -1,506 -0.2%
CAM
274
Capstone Asset Management
Texas
$19.7M -$407K -16,500 -2%
NB
275
Norinchukin Bank
Japan
$19.4M +$54.7K +2,220 +0.3%
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