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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 %
KIC
526
Keating Investment Counselors
Florida
$4.71M -$11.1K -450 -0.2%
TFA
527
Toth Financial Advisory
Virginia
$4.63M +$156K +6,321 +3%
BAC
528
Boys Arnold & Co
North Carolina
$4.62M +$42.4K +1,719 +0.9%
MAM
529
Mastrapasqua Asset Management
Tennessee
$4.59M +$4.59M +186,255 New
BSPF
530
British Steel Pension Fund
United Kingdom
$4.54M -$288K -11,664 -6%
FMT
531
First Mercantile Trust
Tennessee
$4.52M +$155K +6,276 +4%
NPA
532
Nichols & Pratt Advisers
Massachusetts
$4.51M -$82.8K -3,360 -2%
Natixis Advisors
533
Natixis Advisors
Massachusetts
$4.49M -$142K -5,772 -3%
LG
534
Leuthold Group
Minnesota
$4.49M -$201K -8,142 -4%
NCM
535
Nebula Capital Management
Connecticut
$4.46M – – –
CBN
536
Cadence Bank NA
Texas
$4.44M +$40.2K +1,629 +0.9%
WF
537
WealthTrust Fairport
Ohio
$4.42M -$171K -6,918 -4%
AIM
538
AMI Investment Management
Indiana
$4.37M -$5.47K -222 -0.1%
SIM
539
Sentry Investment Management
Wisconsin
$4.37M +$2.42M +98,115 +124%
JIM
540
Jupiter Investment Management
United Kingdom
$4.33M -$917K -37,200 -17%
AIM
541
Acuity Investment Management
Ontario, Canada
$4.32M -$2.73M -111,000 -39%
PA
542
Pinnacle Associates
New York
$4.32M -$164K -6,669 -4%
DY
543
Dowling & Yahnke
California
$4.31M +$9.17K +372 +0.2%
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.29M +$4.29M +173,976 New
WCM
545
Weik Capital Management
Pennsylvania
$4.29M -$35.9K -1,455 -0.8%
ACM
546
Advisors Capital Management
New Jersey
$4.26M +$1.66M +67,344 +64%
MCM
547
Martin Capital Management
Indiana
$4.26M -$121K -4,905 -3%
SOADOR
548
State of Alaska Department of Revenue
Alaska
$4.25M -$99.8K -4,050 -2%
BOH
549
Bank of Hawaii
Hawaii
$4.25M +$42K +1,704 +1%
WC
550
Woodstock Corp
Massachusetts
$4.19M – – –
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