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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 %
GHA
351
GW Henssler & Associates
Georgia
$11.5M +$259K +10,494 +2%
BUB
352
BBVA USA Bancshares
Texas
$11.4M +$40.2K +1,632 +0.4%
SFM
353
Stack Financial Management
Montana
$11.4M +$435K +17,643 +4%
FCBT
354
First Citizens Bank & Trust
North Carolina
$11.4M -$340K -13,773 -3%
AT
355
Arvest Trust
Oklahoma
$11.3M -$9.97M -404,550 -47%
MSU
356
Mizuho Securities USA
New York
$11.2M +$444K +18,009 +4%
BFS
357
Bradley Foster & Sargent
Connecticut
$11M +$125K +5,064 +1%
PNC
358
Park National Corp
Ohio
$11M -$718K -29,139 -6%
SAM
359
Securian Asset Management
Minnesota
$10.9M +$3.99K +162 +0%
LCM
360
Lakewood Capital Management
New York
$10.6M -$1.85M -75,000 -15%
DC
361
Deere & Company
Illinois
$10.6M -$354K -14,340 -3%
ZIM
362
Zacks Investment Management
Illinois
$10.5M +$2.8M +113,682 +36%
KA
363
Kerrisdale Advisers
Florida
$10.5M +$1.39M +56,409 +15%
TH
364
Timber Hill
Connecticut
$10.4M +$5.02M +203,601 +93%
LI
365
Lafayette Investments
Maryland
$10.4M +$79K +3,204 +0.8%
GIA
366
Granite Investment Advisors
New Hampshire
$10.3M -$287K -11,655 -3%
GPSPJS
367
General Pension Society PZU Joint Stock
Poland
$10.2M +$10.2M +413,100 New
TMAM
368
Tokio Marine Asset Management
Japan
$10.2M -$581K -23,577 -5%
FAM
369
Fiduciary Asset Management
Missouri
$10.1M -$987K -40,026 -9%
KRS
370
Kentucky Retirement Systems
Kentucky
$10M +$10M +405,609 New
SKP
371
Sanborn Kilcollin Partners
Illinois
$9.95M +$819K +33,219 +9%
SF
372
Synovus Financial
Georgia
$9.81M +$291K +11,790 +3%
VWM
373
Valley Wealth Managers
New Jersey
$9.8M +$277K +11,220 +3%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$9.75M +$7.49M +303,861 +332%
Federated Hermes
375
Federated Hermes
Pennsylvania
$9.74M +$116K +4,707 +1%
13 14
15
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