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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
$997M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$284M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$460M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
State Street
State Street
Massachusetts
$5.51B
3
Lazard Asset Management
Lazard Asset Management
New York
$452M
4
PI
PGGM Investments
Netherlands
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$284M +$184M +7,456,224 +184%
CIP
52
Cornerstone Investment Partners
Georgia
$284M +$3.08M +125,121 +1%
BlackRock
53
BlackRock
New York
$283M -$482K -19,569 -0.2%
Renaissance Technologies
54
Renaissance Technologies
New York
$280M +$45.6M +1,848,900 +19%
Principal Financial Group
55
Principal Financial Group
Iowa
$265M -$15.3M -619,344 -5%
PP
56
Prudential plc
United Kingdom
$265M +$13.3M +540,996 +5%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$264M -$13.1M -532,584 -5%
CA
58
Cullinan Associates
Kentucky
$250M +$115K +4,650 +0%
CS
59
Credit Suisse
Switzerland
$246M -$88.8M -3,602,163 -27%
YAM
60
Yacktman Asset Management
Texas
$240M -$320K -12,975 -0.1%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$234M +$37.3M +1,515,000 +19%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$234M -$1.28M -52,089 -0.5%
MAA
63
Managed Account Advisors
New Jersey
$228M +$8.97M +363,690 +4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$227M -$9.28M -376,611 -4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$227M +$5.65M +229,206 +3%
Sanders Capital
66
Sanders Capital
Florida
$222M +$4.49M +182,100 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$214M -$4.48M -181,857 -2%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$214M +$6.61M +268,014 +3%
RFC
69
Russell Frank Company
Washington
$208M -$39.1M -1,585,398 -16%
U
70
UBS
Switzerland
$205M +$29.6M +1,199,475 +17%
PPA
71
Parametric Portfolio Associates
Washington
$203M -$858K -34,797 -0.4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$202M -$4.5M -182,718 -2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$199M -$55.7M -2,257,257 -22%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$193M -$1.49M -60,552 -0.8%
GVI
75
Green Valley Investors
Delaware
$185M – – –
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