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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 %
DA
801
Dillon & Associates
Michigan
$1.59M – – –
Kayne Anderson Rudnick Investment Management
802
Kayne Anderson Rudnick Investment Management
California
$1.57M – – –
BHBT
803
Burke & Herbert Bank & Trust
Virginia
$1.56M -$14.8K -600 -0.9%
OCM
804
Orleans Capital Management
Louisiana
$1.56M +$64K +2,598 +4%
CDH
805
Charles D. Hyman
$1.55M – – –
SI
806
SII Investments
Wisconsin
$1.55M -$93.9K -3,798 -6%
AAM
807
Advisors Asset Management
Colorado
$1.54M +$40K +1,623 +3%
Mariner
808
Mariner
Kansas
$1.52M -$10.9K -444 -0.7%
BAM
809
Berkshire Asset Management
Pennsylvania
$1.5M +$39.7K +1,611 +3%
LKIM
810
Lawson Kroeker Investment Management
Nebraska
$1.49M -$9.25K -375 -0.6%
BC
811
Bartlett & Co
Ohio
$1.49M -$284K -11,535 -16%
NRS
812
Neville Rodie & Shaw
New York
$1.49M +$2.29K +93 +0.2%
NIC
813
Northwest Investment Counselors
Oregon
$1.49M +$130K +5,259 +10%
FGP
814
Foyston, Gordon, & Payne
Ontario, Canada
$1.48M – – –
MIC
815
MU Investments Company
Japan
$1.47M -$476K -19,200 -24%
HR
816
Howe & Rusling
New York
$1.46M -$120K -4,857 -8%
GLI
817
Guardian Life Insurance
New York
$1.46M -$30.4K -1,233 -2%
MCM
818
Manchester Capital Management
Vermont
$1.44M -$3.11K -126 -0.2%
SYBT
819
Stock Yards Bank & Trust
Kentucky
$1.44M -$25.9K -1,050 -2%
CBB
820
Citizens Business Bank
California
$1.43M +$387K +15,711 +37%
MWR
821
McAdams Wright Ragen
Washington
$1.43M +$55.7K +2,259 +4%
SACTSONJ
822
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.43M – – –
LPT
823
Legacy Private Trust
Wisconsin
$1.42M -$80.5K -3,267 -5%
EA
824
Emerald Advisers
Pennsylvania
$1.42M +$6.29K +255 +0.4%
ICRM
825
Insight Capital Research & Management
California
$1.41M +$104K +4,071 +8%
31 32
33
34 35