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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 %
Fisher Asset Management
376
Fisher Asset Management
Washington
$9.68M -$18.5M -749,022 -66%
SIRP
377
Shelter Insurance Retirement Plan
Missouri
$9.64M – – –
SMI
378
Shelter Mutual Insurance
Missouri
$9.54M – – –
STC
379
SEI Trust Company
Pennsylvania
$9.51M +$892K +36,192 +10%
HIC
380
Hartline Investment Corp
Illinois
$9.45M – – –
CSIC
381
Clifford Swan Investment Counsel
California
$9.43M -$365K -14,808 -4%
AMI
382
Amica Mutual Insurance
Rhode Island
$9.26M – – –
WT
383
Wilmington Trust
Delaware
$9.19M +$97.3K +3,945 +1%
STI
384
Susquehanna Trust & Investment
Pennsylvania
$9.1M +$2.65M +107,562 +41%
ACM
385
Argent Capital Management
Missouri
$9.02M +$121K +4,896 +1%
Cohen & Steers
386
Cohen & Steers
New York
$8.99M +$1.32M +53,400 +17%
GL
387
Globe Life
Texas
$8.92M – – –
AFG
388
American Financial Group
Ohio
$8.88M – – –
BPBT
389
Boston Private Bank & Trust
Massachusetts
$8.8M +$550K +22,323 +7%
Creative Planning
390
Creative Planning
Kansas
$8.79M +$2.19M +88,869 +33%
OPCM
391
Osborne Partners Capital Management
California
$8.78M +$127K +5,145 +1%
FM
392
Foster & Motley
Ohio
$8.74M -$114K -4,623 -1%
LRPA
393
L. Roy Papp & Associates
Arizona
$8.74M +$162K +6,555 +2%
SLI
394
Sumitomo Life Insurance
Japan
$8.69M -$317K -12,864 -4%
BB
395
Busey Bank
Illinois
$8.67M -$7.54M -305,724 -47%
Millennium Management
396
Millennium Management
New York
$8.66M -$60.9M -2,468,595 -88%
CVM
397
Cheviot Value Management
California
$8.65M -$57.8K -2,346 -0.7%
PP
398
Paloma Partners
Connecticut
$8.64M +$3.69M +149,691 +75%
FCI
399
Financial Counselors Inc
Kansas
$8.58M +$137K +5,577 +2%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$8.55M +$1.3M +52,818 +18%
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