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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 %
LDB
401
Lee, Danner & Bass
Tennessee
$8.47M +$4.44K +180 +0.1%
DAM
402
Delta Asset Management
Tennessee
$8.41M +$126K +5,109 +2%
WCM
403
Wallace Capital Management
Texas
$8.35M +$396K +16,080 +5%
CFB
404
Cullen/Frost Bankers
Texas
$8.33M -$351K -14,241 -4%
Baillie Gifford & Co
405
Baillie Gifford & Co
United Kingdom
$8.31M +$8.31M +337,020 New
WPC
406
Waters Parkerson & Co
Louisiana
$8.17M -$94.5K -3,834 -1%
GLRA
407
Gerald L. Ray & Associates
Texas
$8.1M -$85.7K -3,477 -1%
RC
408
RegentAtlantic Capital
New Jersey
$8.08M +$1.08M +43,713 +15%
CAG
409
Crestwood Advisors Group
Massachusetts
$7.98M +$103K +4,176 +1%
LIC
410
Lodestar Investment Counsel
Illinois
$7.96M +$399K +16,203 +5%
HCM
411
Hilton Capital Management
New York
$7.86M -$4.96K -201 -0.1%
DIA
412
Davidson Investment Advisors
Montana
$7.85M -$20.8K -843 -0.3%
RT
413
Rockland Trust
Massachusetts
$7.73M +$235K +9,516 +3%
CTA
414
Chesley Taft & Associates
Illinois
$7.73M -$341K -13,839 -4%
MC
415
Martin Currie
United Kingdom
$7.69M -$7.4K -300 -0.1%
PL
416
Parthenon LLC
Kentucky
$7.66M -$107K -4,350 -1%
ANBT
417
American National Bank & Trust
Texas
$7.5M +$502K +20,370 +7%
GAM
418
Griffin Asset Management
New York
$7.5M +$3.75M +151,485 +100%
AAM
419
Auxier Asset Management
Oregon
$7.48M +$7.4K +300 +0.1%
MBTD
420
Mechanics Bank - Trust Department
California
$7.45M +$1.24M +50,415 +20%
BHTS
421
Bar Harbor Trust Services
Maine
$7.44M +$181K +7,341 +2%
WIC
422
Willis Investment Counsel
Georgia
$7.37M – – –
VC
423
Vestor Capital
Illinois
$7.35M -$1.3M -52,749 -15%
Connor, Clark & Lunn Investment Management (CC&L)
424
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.34M +$255K +10,050 +4%
WTNA
425
Wilmington Trust National Association
Delaware
$7.33M +$262K +10,638 +4%
15 16
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