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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 %
DP
501
Dearborn Partners
Illinois
$5.11M +$411K +16,683 +9%
CFG
502
Cambridge Financial Group
Ohio
$5.07M -$290K -11,760 -5%
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$5.03M -$125K -5,085 -2%
SSG
504
Summit Securities Group
New York
$5.01M -$5.81M -235,800 -54%
ACM
505
Atlanta Capital Management
Georgia
$5.01M +$1.36M +55,059 +37%
PWM
506
Patriot Wealth Management
Texas
$5M +$5M +202,866 New
TNBTD
507
Trustmark National Bank Trust Department
Mississippi
$4.97M +$200K +8,115 +4%
MJRIC
508
Mogy Joel R Investment Counsel
California
$4.97M +$251K +10,200 +5%
GIM
509
Groesbeck Investment Management
New Jersey
$4.93M -$234K -9,483 -5%
QI
510
Quotient Investors
New York
$4.92M -$229K -9,300 -4%
CA
511
Callahan Advisors
Texas
$4.92M +$152K +6,186 +3%
FT
512
Fiduciary Trust
Massachusetts
$4.89M -$452K -18,324 -8%
AIA
513
Alerus Investment Advisors
Minnesota
$4.84M -$2.84M -115,167 -37%
DHFB
514
Dixon Hubard Feinour & Brown
Virginia
$4.83M +$6.95K +282 +0.1%
B
515
Barings
North Carolina
$4.83M -$436K -17,700 -8%
Two Sigma Investments
516
Two Sigma Investments
New York
$4.81M +$4.81M +195,099 New
AF
517
Ally Financial
Michigan
$4.81M -$5.18M -210,000 -52%
Cambridge Investment Research Advisors
518
Cambridge Investment Research Advisors
Iowa
$4.8M -$108K -4,371 -2%
LBC
519
Lowe Brockenbrough & Co
Virginia
$4.8M +$91.2K +3,699 +2%
CAM
520
Carret Asset Management
New York
$4.79M -$74.6K -3,027 -2%
LBC
521
Lawrence B. Cohen
$4.79M -$593K -24,054 -11%
NB
522
NBT Bank
New York
$4.78M -$183K -7,413 -4%
AAM
523
Aston Asset Management
Illinois
$4.76M +$1.44M +58,461 +43%
RSVP
524
Ramsay Stattman Vela & Price
Colorado
$4.72M +$75.1K +3,045 +2%
PA
525
Profund Advisors
Maryland
$4.71M -$431K -17,478 -8%
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