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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 %
PL
826
Perpetual Ltd
Australia
$1.41M -$37K -1,500 -3%
Mackenzie Financial
827
Mackenzie Financial
Ontario, Canada
$1.41M +$55.2K +2,241 +4%
BO
828
BRR OpCo
Ohio
$1.4M -$31.5K -1,278 -2%
SIM
829
SSI Investment Management
California
$1.4M -$14K -570 -1%
Fiera Capital (Canada)
830
Fiera Capital (Canada)
Quebec, Canada
$1.4M +$22.2K +900 +2%
CIP
831
Convergence Investment Partners
Florida
$1.4M +$222K +9,003 +19%
CC
832
Cadinha & Co
Hawaii
$1.39M -$10.8M -438,165 -89%
GIM
833
Goelzer Investment Management
Indiana
$1.39M -$1.56M -63,420 -53%
FNBTCON
834
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M -$50.9K -2,064 -4%
BT
835
Bankers Trust
Iowa
$1.39M +$45.1K +1,830 +3%
OIA
836
Optimum Investment Advisors
Illinois
$1.36M +$1.36M +55,221 New
PAMG
837
Patton Albertson Miller Group
Tennessee
$1.36M +$32.6K +1,323 +2%
CCG
838
Cypress Capital Group
Florida
$1.36M – – –
GLA
839
Great Lakes Advisors
Illinois
$1.36M -$17.7K -717 -1%
GIA
840
GHP Investment Advisors
Colorado
$1.35M +$24.3K +987 +2%
ST
841
Smithfield Trust
Pennsylvania
$1.35M -$14.2K -576 -1%
WRM
842
Westport Resources Management
Connecticut
$1.34M -$16.8K -681 -1%
SHA
843
Smith Hayes Advisers
Nebraska
$1.34M -$36.8K -1,494 -3%
IMOV
844
Investment Management of Virginia
Virginia
$1.34M -$49.2K -1,995 -4%
MIM
845
Midwest Investment Management
Ohio
$1.33M +$815K +33,075 +158%
WC
846
Whitnell & Co
Illinois
$1.33M -$29.6K -1,200 -2%
CNC
847
Citizens & Northern Corp
Pennsylvania
$1.31M -$6.22K -252 -0.5%
IIM
848
Intact Investment Management
Quebec, Canada
$1.29M +$895K +36,300 +228%
SAM
849
Sequent Asset Management
Texas
$1.27M -$509K -20,622 -29%
CA
850
Cetera Advisors
Colorado
$1.27M +$220K +8,919 +21%
32 33
34
35 36