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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 %
PFM
776
PacWest Financial Management
Arizona
$1.78M -$293K -11,880 -14%
MIM
777
Miller Investment Management
Pennsylvania
$1.75M – – –
PHIMC
778
Private Harbour Investment Management & Counsel
Ohio
$1.75M -$17.4K -705 -1%
FNBT
779
FineMark National Bank & Trust
Florida
$1.74M +$75.5K +3,063 +5%
BEAM
780
Baker Ellis Asset Management
Washington
$1.73M +$2K +81 +0.1%
ANRIA
781
American National Registered Investment Advisor
Texas
$1.73M -$78.8K -3,195 -4%
FAM
782
Fortaleza Asset Management
Illinois
$1.72M – – –
ANB
783
Amarillo National Bank
Texas
$1.72M -$23.6K -957 -1%
FWCM
784
Ferguson Wellman Capital Management
Oregon
$1.71M -$231K -9,348 -12%
VFS
785
VSR Financial Services
Kansas
$1.71M +$134K +5,439 +9%
GGPS
786
Gary Goldberg Planning Services
New York
$1.7M +$47.5K +1,926 +3%
HP
787
HT Partners
Connecticut
$1.68M +$864K +35,055 +106%
NAMA
788
Nikko Asset Management Americas
New York
$1.67M -$357K -14,400 -18%
GRQ
789
Gardner Russo & Quinn
Pennsylvania
$1.67M -$9.24K -375 -0.6%
WSFS
790
Wilmington Savings Fund Society
Delaware
$1.66M -$58.6K -2,379 -3%
AIM
791
Aspen Investment Management
Michigan
$1.65M – – –
BA
792
Birinyi Associates
Connecticut
$1.65M – – –
ACM
793
Argentus Capital Management
Texas
$1.63M +$236K +9,582 +17%
SCM
794
Shelton Capital Management
Colorado
$1.63M – – –
MNBTD
795
Moody National Bank Trust Division
Texas
$1.63M -$77.6K -3,150 -5%
FBT
796
First Bankers Trust
Kentucky
$1.62M – – –
DAC
797
Dividend Assets Capital
South Carolina
$1.61M -$17.6K -714 -1%
RT
798
Reliance Trust
Georgia
$1.6M -$1.7M -68,766 -52%
BPM
799
Bowling Portfolio Management
Ohio
$1.59M -$84.3K -3,417 -5%
RAM
800
Redmond Asset Management
Virginia
$1.59M -$25.1K -1,020 -2%
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