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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 %
V
451
Veritable
Delaware
$6.19M +$81.9K +3,324 +1%
TBA
452
Tower Bridge Advisors
Pennsylvania
$6.19M +$371K +15,030 +6%
DADC
453
D.A. Davidson & Co
Montana
$6.11M +$333K +13,515 +6%
BF
454
BOK Financial
Oklahoma
$6.11M -$2.15M -87,219 -26%
PGIM
455
Pacific Global Investment Management
California
$6.07M +$14.9K +606 +0.2%
LTI
456
Laffer Tengler Investments
Tennessee
$6.06M – – –
QAM
457
QCI Asset Management
New York
$6.06M -$22.9K -927 -0.4%
TTWM
458
TCV Trust & Wealth Management
Virginia
$6.02M -$50.7K -2,055 -0.8%
CCC
459
Chelsea Counsel Company
California
$6.02M – – –
CCT
460
Chemung Canal Trust
New York
$6.01M +$51.3K +2,079 +0.9%
HCM
461
Hodges Capital Management
Texas
$5.99M -$41.6K -1,686 -0.7%
MCM
462
Monarch Capital Management
Indiana
$5.97M -$88.8K -3,600 -1%
FAAS
463
First Allied Advisory Services
California
$5.96M +$2.78M +114,054 +87%
HCM
464
Horrell Capital Management
Arkansas
$5.93M -$21.8K -885 -0.4%
SIPS
465
Shelter Insurance Profit Sharing
Missouri
$5.92M – – –
BC
466
Burney Company
Virginia
$5.88M -$278K -11,286 -5%
Acadian Asset Management
467
Acadian Asset Management
Massachusetts
$5.88M -$260K -10,542 -4%
BOTW
468
Bank of the West
California
$5.84M -$106K -4,305 -2%
CCM
469
Covington Capital Management
California
$5.82M +$110K +4,473 +2%
EGA
470
Eagle Global Advisors
Texas
$5.82M -$103K -4,191 -2%
LTFS
471
Ladenburg Thalmann Financial Services
Florida
$5.81M -$54K -2,184 -0.9%
SC
472
Sculptor Capital
New York
$5.75M +$5.75M +233,157 New
NLI
473
Nippon Life Insurance
Japan
$5.71M -$688K -27,909 -11%
OC
474
Oppenheimer & Co
New York
$5.71M +$50.3K +2,040 +0.9%
SI
475
Stephens Inc
Arkansas
$5.7M +$423K +17,142 +8%
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