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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 %
WCA
751
Westover Capital Advisors
Delaware
$1.93M -$367K -14,871 -16%
CTA
752
Colonial Trust Advisors
South Carolina
$1.92M +$2.07K +84 +0.1%
GA
753
Geneva Advisors
Illinois
$1.88M -$15K -609 -0.8%
AW
754
ACG Wealth
Georgia
$1.88M -$266K -10,803 -12%
JC
755
Jacobs & Co
California
$1.88M – – –
DBIA
756
Dumont & Blake Investment Advisors
New Jersey
$1.88M +$5.55K +225 +0.3%
WC
757
Whitney & Co
New York
$1.86M – – –
Mirae Asset Global Investments
758
Mirae Asset Global Investments
South Korea
$1.85M +$467K +18,933 +34%
RC
759
RBF Capital
California
$1.85M -$370K -15,000 -17%
EHWM
760
Eads & Heald Wealth Management
Georgia
$1.85M -$120K -4,854 -6%
BP
761
Banyan Partners
Florida
$1.84M +$404K +16,368 +28%
Envestnet Asset Management
762
Envestnet Asset Management
Illinois
$1.84M -$597K -24,192 -25%
SSB
763
Sandy Spring Bank
Maryland
$1.83M -$95.1K -3,855 -5%
SCM
764
Sterling Capital Management
North Carolina
$1.83M +$21.5K +873 +1%
B
765
BancorpSouth
Mississippi
$1.82M +$104K +4,203 +6%
SC
766
SouthState Corp
Florida
$1.82M -$188K -7,611 -9%
SAMNY
767
Samsung Asset Management (New York)
New York
$1.81M -$266K -10,800 -13%
CB
768
Chemical Bank
Michigan
$1.81M -$161K -6,525 -8%
SFT
769
Simmons First Trust
Arkansas
$1.81M -$360K -14,595 -17%
GA
770
GFS Advisors
Texas
$1.81M – – –
IPRC
771
Indices-Pac Research Corporation
New Jersey
$1.79M +$1.23M +50,064 +221%
SCA
772
SAC Capital Advisors
Connecticut
$1.79M -$2.87M -116,217 -62%
BIM
773
Bridges Investment Management
Nebraska
$1.79M +$120K +4,863 +7%
TBNY
774
Trustco Bank (New York)
New York
$1.79M -$27.7K -1,125 -2%
UCFA
775
United Capital Financial Advisors
Texas
$1.78M -$546K -22,128 -23%
29 30
31
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