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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 %
OWIM
626
Old West Investment Management
California
$3.18M +$42.5K +1,725 +1%
K
627
Kemper
Illinois
$3.18M – – –
IIC
628
Ironwood Investment Counsel
Arizona
$3.15M -$49.2K -1,995 -2%
WIC
629
Woodmont Investment Counsel
Tennessee
$3.12M -$202K -8,193 -6%
MM
630
Meridian Management
Arkansas
$3.12M – – –
AT
631
Arden Trust
Delaware
$3.12M +$53K +2,151 +2%
PAM
632
Private Asset Management
California
$3.11M -$312K -12,660 -9%
CIM
633
Confluence Investment Management
Missouri
$3.1M +$381K +15,462 +14%
VST
634
Van Strum & Towne
California
$3.1M -$87.6K -3,552 -3%
SSWM
635
Smith Salley Wealth Management
North Carolina
$3.09M -$2K -81 -0.1%
AB
636
Amalgamated Bank
New York
$3.08M -$73.1K -2,964 -2%
SIM
637
Sterling Investment Management
Arizona
$3.07M -$41.4K -1,680 -1%
PAM
638
PartnerRe Asset Management
Connecticut
$3.07M -$428K -17,361 -12%
LA
639
Lynch & Associates
Indiana
$3.06M +$81.4K +3,300 +3%
CFS
640
Community Financial System
New York
$3.05M +$50.1K +2,031 +2%
BL
641
BCWM LLC
Kansas
$3.04M +$54.3K +2,202 +2%
WSTAM
642
Wilbanks Smith & Thomas Asset Management
Virginia
$3.03M +$147K +5,949 +5%
FBNAT
643
FirstMerit Bank N.A. Trustee
Ohio
$3.03M +$974K +39,507 +47%
CCMINC
644
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.02M +$9.54K +387 +0.3%
AF
645
Arrow Financial
New York
$3.01M +$99.9K +4,053 +3%
BIC
646
Bridges Investment Counsel
Nebraska
$3M +$131K +5,331 +5%
KCMRT
647
Kemper Corp Master Retirement Trust
Illinois
$2.98M – – –
CPSAC
648
Chas P. Smith & Associates (CPS)
Florida
$2.97M +$20.7K +840 +0.7%
DG
649
Davidson & Garrard
Virginia
$2.97M +$45.9K +1,860 +2%
NSEDCP
650
NJ State Employees Deferred Compensation Plan
New Jersey
$2.96M – – –
24 25
26
27 28