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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 %
CWP
676
Capital Wealth Planning
Florida
$2.67M +$2.67M +108,135 New
RA
677
Rational Advisors
New York
$2.65M – – –
MCM
678
Murphy Capital Management
New Jersey
$2.65M +$14.8K +600 +0.6%
ICOM
679
Investment Counselors of Maryland
Maryland
$2.63M -$1.81M -73,500 -41%
WSCM
680
Wellington Shields Capital Management
New York
$2.63M +$365K +14,790 +16%
ICOA
681
Investment Centers of America
North Dakota
$2.63M +$686K +27,828 +35%
GIM
682
Greylin Investment Management
Virginia
$2.62M -$122K -4,950 -4%
BCMU
683
BlueCrest Capital Management (UK)
Guernsey
$2.59M +$2.59M +105,000 New
TCOTO
684
Trust Company of the Ozarks
Missouri
$2.59M -$31.4K -1,275 -1%
FAAM
685
First Allied Asset Management
California
$2.58M +$2.29M +95,781 +807%
WFM
686
Wilmington Funds Management
Delaware
$2.58M -$333K -13,500 -11%
CAN
687
Cetera Advisor Networks
California
$2.57M +$145K +5,913 +6%
FAM
688
Fred Alger Management
New York
$2.56M -$37K -1,500 -1%
GIM
689
Grassi Investment Management
California
$2.55M -$14.4K -585 -0.6%
GG
690
Gofen & Glossberg
Illinois
$2.55M -$14.8K -600 -0.6%
AIP
691
Ameritas Investment Partners
Nebraska
$2.55M +$2.55M +103,503 New
Bank of Nova Scotia
692
Bank of Nova Scotia
Ontario, Canada
$2.54M -$16M -648,060 -86%
CIM
693
CenturyLink Investment Management
Colorado
$2.54M -$311K -12,618 -11%
I
694
IberiaBank
Louisiana
$2.51M -$600K -24,327 -19%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$2.5M +$34.1K +1,383 +1%
HI
696
Hendershot Investments
Virginia
$2.48M +$367K +14,895 +17%
MCM
697
McMillion Capital Management
North Carolina
$2.46M -$4.07K -165 -0.2%
VIP
698
Vantage Investment Partners
Missouri
$2.46M +$12.6K +513 +0.5%
OMCS
699
Old Mutual Customised Solutions
South Africa
$2.44M – – –
FMWA
700
Forvis Mazars Wealth Advisors
Missouri
$2.44M +$201K +8,169 +9%
26 27
28
29 30