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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 %
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$7.27M -$949K -38,475 -12%
LMGAM
427
Liberty Mutual Group Asset Management
Massachusetts
$7.27M +$1.48M +60,057 +26%
Toronto Dominion Bank
428
Toronto Dominion Bank
Ontario, Canada
$7.23M -$762K -30,990 -10%
SCP
429
Seizert Capital Partners
Michigan
$7.23M -$15.1M -611,814 -68%
ZCM
430
Ziegler Capital Management
Illinois
$7.12M -$1.59M -64,515 -18%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$7.06M +$63.2K +2,565 +0.9%
CICI
432
Capital Investment Counsel Inc
North Carolina
$6.97M +$231K +9,375 +3%
NLGIA
433
Nippon Life Global Investors Americas
New York
$6.9M +$658K +26,670 +11%
PWLP
434
Prio Wealth Limited Partnership
Massachusetts
$6.86M -$1.35M -54,837 -16%
HCM
435
Horan Capital Management
Maryland
$6.76M -$125K -5,076 -2%
DBT
436
Dubuque Bank & Trust
Iowa
$6.75M +$256K +10,386 +4%
WCMN
437
Westchester Capital Management (Nebraska)
Nebraska
$6.63M -$65.8K -2,670 -1%
GAM
438
Gotham Asset Management
New York
$6.63M +$3.39M +137,646 +105%
CPIM
439
Columbia Partners Investment Management
Virginia
$6.62M +$793K +32,154 +14%
TH
440
TCTC Holdings
Texas
$6.5M +$210K +8,535 +3%
DT
441
Diversified Trust
Tennessee
$6.44M +$462K +18,750 +8%
1IC
442
1919 Investment Counsel
Maryland
$6.43M -$49K -1,989 -0.8%
JPMPWA
443
J.P. Morgan Private Wealth Advisors
California
$6.38M -$160K -6,474 -2%
JIR
444
James Investment Research
Ohio
$6.36M -$1.55M -62,985 -20%
TCM
445
Twin Capital Management
Pennsylvania
$6.34M -$104K -4,200 -2%
WTC
446
WhitTier Trust Company
Nevada
$6.34M +$29.2K +1,185 +0.5%
NIMI
447
Natixis Investment Managers International
France
$6.32M +$1.89M +76,524 +43%
LIM
448
Lathrop Investment Management
Arkansas
$6.31M +$166K +6,753 +3%
CC
449
Curian Capital
Colorado
$6.3M +$1.72M +69,618 +37%
CL
450
CIM LLC
New York
$6.25M +$586K +23,784 +10%
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