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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 %
IGIM
601
I.G. Investment Management
Manitoba, Canada
$3.53M -$1.98M -80,250 -36%
FPCM
602
Financial Partners Capital Management
New York
$3.52M -$37K -1,500 -1%
LS
603
Livforsakringsbolaget Skandia
Sweden
$3.5M +$192K +7,800 +6%
AHS
604
Aspiriant Holdings S3
California
$3.48M -$22.9K -930 -0.7%
LCP
605
Longhorn Capital Partners
Texas
$3.48M – – –
JAM
606
Jolley Asset Management
North Carolina
$3.48M -$70.9K -2,874 -2%
SAM
607
Selway Asset Management
$3.47M +$59.2K +2,400 +2%
DIA
608
Denver Investment Advisors
Colorado
$3.41M -$8.88K -360 -0.3%
SFG
609
Sather Financial Group
Texas
$3.41M +$178K +7,200 +5%
AWM
610
Altavista Wealth Management
North Carolina
$3.39M -$232K -8,781 -6%
RJT
611
Raymond James Trust
Florida
$3.37M +$90.5K +3,669 +3%
FAT
612
First American Trust
California
$3.35M -$28.3K -1,149 -0.8%
P
613
Pitcairn
Pennsylvania
$3.32M +$288K +11,694 +10%
GF
614
Gerstein Fisher
New York
$3.3M -$34K -1,380 -1%
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$3.29M -$118K -4,800 -3%
QIM
616
Quest Investment Management
Oregon
$3.28M – – –
COI
617
Connable Office Inc
Michigan
$3.25M -$2.74K -111 -0.1%
MHIC
618
Marble Harbor Investment Counsel
Massachusetts
$3.25M -$70.1K -2,844 -2%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$3.25M +$178K +7,230 +6%
ABC
620
Associated Banc-Corp
Wisconsin
$3.25M -$81.3K -3,297 -2%
GE
621
General Electric
Ohio
$3.25M – – –
FFBTD
622
First Financial Bank - Trust Division
Ohio
$3.24M +$15.9K +645 +0.5%
PRC
623
Platte River Capital
Colorado
$3.21M -$887K -36,000 -22%
SIG
624
Schooner Investment Group
Pennsylvania
$3.2M +$3.2M +130,500 New
LCP
625
Legacy Capital Partners
Wisconsin
$3.18M -$101K -4,095 -3%
23 24
25
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