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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 %
MOACM
301
Mutual of America Capital Management
New York
$16M +$128K +5,184 +0.8%
PP
302
Palladium Partners
Virginia
$15.9M +$11.5K +465 +0.1%
AACR
303
ACR Alpine Capital Research
Missouri
$15.5M -$32.3K -1,311 -0.2%
BMO
304
Beck Mack & Oliver
New York
$15.5M -$88.8K -3,600 -0.6%
BA
305
Boston Advisors
Massachusetts
$15.5M -$11.9M -482,013 -43%
BTW
306
Boston Trust Walden
Massachusetts
$15.3M -$75.1K -3,045 -0.5%
ACM
307
Azimuth Capital Management
Michigan
$15.3M +$2.25M +91,212 +17%
ProShare Advisors
308
ProShare Advisors
Maryland
$15.1M -$10.6M -428,415 -41%
CWA
309
Constellation Wealth Advisors
New York
$14.8M +$418K +16,959 +3%
Two Sigma Advisers
310
Two Sigma Advisers
New York
$14.8M +$14.8M +601,752 New
CC
311
Chubb Corp
New Jersey
$14.8M – – –
WT
312
Whittier Trust
California
$14.7M -$393K -15,933 -3%
TCT
313
TIAA CREF Trust
Missouri
$14.6M +$463K +18,774 +3%
PHS
314
Pekin Hardy Strauss
Illinois
$14.5M -$988K -40,065 -6%
DWA
315
Douglass Winthrop Advisors
New York
$14.5M -$267K -10,845 -2%
VDI
316
Vaughan David Investments
Illinois
$14.3M +$150K +6,099 +1%
LHC
317
Levy Harkins & Co
New York
$14.3M +$209K +8,475 +1%
MSU
318
Maple Securities USA
New Jersey
$14.2M +$14.2M +574,650 New
SIC
319
Salem Investment Counselors
North Carolina
$14.1M +$127K +5,145 +0.9%
CI
320
Conning Inc
Connecticut
$14M +$470K +19,080 +3%
DILH
321
Dai-ichi Life Holdings
Japan
$14M -$3M -121,641 -18%
TGI
322
Tradewinds Global Investors
California
$14M +$3.72M +150,870 +36%
HighTower Advisors
323
HighTower Advisors
Illinois
$13.6M -$12M -488,481 -47%
ZIC
324
ZWJ Investment Counsel
Georgia
$13.5M +$116K +4,725 +0.9%
First Manhattan
325
First Manhattan
New York
$13.4M -$40.7K -1,650 -0.3%
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