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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
$997M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$284M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$460M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
State Street
State Street
Massachusetts
$5.51B
3
Lazard Asset Management
Lazard Asset Management
New York
$452M
4
PI
PGGM Investments
Netherlands
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$549M -$4.04M -164,037 -0.7%
NEAM
27
New England Asset Management
Connecticut
$542M – – –
TCIM
28
TIAA CREF Investment Management
New York
$516M -$50M -2,029,227 -9%
AllianceBernstein
29
AllianceBernstein
Tennessee
$495M -$151M -6,110,283 -23%
Allianz Asset Management
30
Allianz Asset Management
Germany
$475M +$22.8M +924,726 +5%
BA
31
BlackRock Advisors
Delaware
$472M -$71.5M -2,900,844 -13%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$460M +$146M +5,904,711 +46%
Lazard Asset Management
33
Lazard Asset Management
New York
$452M -$156M -6,333,609 -26%
MAM
34
Magellan Asset Management
Australia
$447M +$19.3M +784,503 +5%
Ameriprise
35
Ameriprise
Minnesota
$434M -$58.2M -2,362,491 -12%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$417M +$39.8M +1,614,462 +11%
BBHC
37
Brown Brothers Harriman & Co
New York
$415M +$7.59M +308,004 +2%
ClearBridge Investments
38
ClearBridge Investments
New York
$412M +$22.6M +916,113 +6%
UBS AM
39
UBS AM
Illinois
$391M -$7.29M -295,701 -2%
Morgan Stanley
40
Morgan Stanley
New York
$376M -$41.2M -1,670,046 -10%
Prudential Financial
41
Prudential Financial
New Jersey
$372M +$91M +3,689,385 +32%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$356M +$3.54M +143,565 +1%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$354M -$21.6M -876,315 -6%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$332M -$5.53M -224,460 -2%
BIM
45
BlackRock Investment Management
Delaware
$323M +$7.02M +284,679 +2%
Invesco
46
Invesco
Georgia
$315M -$45.1M -1,829,040 -13%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$314M -$6.82M -276,603 -2%
Charles Schwab
48
Charles Schwab
California
$313M +$11.6M +474,471 +4%
SF
49
Sarofim Fayez
Texas
$290M +$290M +11,759,961 New
Nordea Investment Management
50
Nordea Investment Management
Sweden
$284M +$38.1M +1,543,752 +15%
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