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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 %
KCM
476
Kempner Capital Management
Texas
$5.66M – – –
FNT
477
First National Trust
Pennsylvania
$5.65M +$186K +7,530 +3%
OI
478
Oakbrook Investments
Illinois
$5.62M -$832K -33,750 -13%
DPIM
479
Duff & Phelps Investment Management
Illinois
$5.6M -$33.3K -1,350 -0.6%
RNS
480
Robert N. Shapiro
$5.58M +$1.07M +43,311 +24%
Alyeska Investment Group
481
Alyeska Investment Group
Illinois
$5.55M +$5.55M +225,000 New
GMIM
482
General Motors Investment Management
New York
$5.54M -$300K -12,162 -5%
CIM
483
Corda Investment Management
Texas
$5.49M -$13.9K -564 -0.3%
CTI
484
Community Trust & Investment
Kentucky
$5.44M -$227K -9,195 -4%
Boston Partners
485
Boston Partners
Massachusetts
$5.42M -$485K -19,680 -8%
FBC
486
Fairfield, Bush & Co
Connecticut
$5.38M +$5.38M +218,139 +145,426%
CCM
487
Chilton Capital Management
Texas
$5.38M -$31.4K -1,275 -0.6%
APFBOT
488
Amica Pension Fund Board of Trustees
Rhode Island
$5.34M – – –
RJFSA
489
Raymond James Financial Services Advisors
Florida
$5.33M +$5.33M +216,357 New
RMCM
490
Reynders McVeigh Capital Management
Massachusetts
$5.33M -$2M -80,991 -27%
CA
491
Cornerstone Advisors
North Carolina
$5.3M +$1.26M +51,000 +31%
MAM
492
Mizuho Asset Management
Japan
$5.3M -$1.38M -56,130 -21%
QI
493
QS Investors
New York
$5.29M -$644K -26,115 -11%
FB
494
Fulton Bank
Pennsylvania
$5.28M -$147K -5,958 -3%
WF
495
Welch & Forbes
Massachusetts
$5.28M -$4.51K -183 -0.1%
AC
496
Allstate Corporation
Illinois
$5.28M – – –
LCM
497
LVM Capital Management
Michigan
$5.21M -$311K -12,600 -6%
AC
498
AFAM Capital
Texas
$5.19M +$94.9K +3,849 +2%
AIM
499
abrdn Investment Management
United Kingdom
$5.16M -$90.3K -3,663 -2%
LI
500
LMCG Investments
Massachusetts
$5.13M -$612K -24,843 -11%
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