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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 %
HPC
276
HM Payson & Co
Maine
$19.2M +$1.48M +59,970 +8%
MA
277
MUFG Americas
New York
$18.9M +$1.34M +54,504 +8%
FCIM
278
Fairview Capital Investment Management
California
$18.8M +$344K +13,950 +2%
Asset Management One
279
Asset Management One
Japan
$18.8M +$853K +34,461 +5%
MMH
280
Menora Mivtachim Holdings
Israel
$18.4M – – –
DIA
281
Dana Investment Advisors
Wisconsin
$18.4M +$378K +15,339 +2%
CEP
282
Chicago Equity Partners
Illinois
$18.1M -$3.37M -136,710 -16%
BCM
283
Bridgeway Capital Management
Texas
$17.9M -$2.07M -84,060 -10%
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$17.8M +$527K +21,357 +3%
HTI
285
Hikari Tsushin Inc
Japan
$17.7M – – –
TU
286
TDAM USA
Ontario, Canada
$17.6M -$735K -29,799 -4%
LPL Financial
287
LPL Financial
California
$17.5M +$325K +13,038 +2%
Aristotle Capital Management
288
Aristotle Capital Management
California
$17.1M +$1.47M +59,646 +9%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$17.1M -$327K -13,278 -2%
WI
290
WBI Investments
New Jersey
$17M +$17M +690,990 New
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$16.9M -$3.25M -131,958 -16%
MI
292
Markston International
New York
$16.9M -$1.05M -42,618 -6%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$16.6M -$1.2M -48,801 -7%
HIMC
294
Heritage Investors Management Corp
Maryland
$16.4M +$237K +9,600 +1%
CNB
295
City National Bank
California
$16.4M -$360K -14,604 -2%
DCM
296
Dupont Capital Management
Delaware
$16.3M +$2.06M +83,520 +14%
CTC
297
Central Trust Company
Missouri
$16.3M +$1.91M +77,316 +13%
FMW
298
Farr Miller & Washington
District of Columbia
$16.2M -$101K -4,098 -0.6%
Calamos Advisors
299
Calamos Advisors
Illinois
$16.2M -$71.5M -2,900,040 -82%
MIH
300
Madison Investment Holdings
Wisconsin
$16.1M +$213K +8,652 +1%
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