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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 %
CSC
851
Cove Street Capital
California
$1.26M +$88.8K +3,600 +8%
NJBEST
852
New Jersey Better Educational Savings Trust
New Jersey
$1.26M -$813K -33,000 -39%
CSUI
853
Cincinnati Specialty Underwriters Insurance
Ohio
$1.26M – – –
TCOO
854
Trust Company of Oklahoma
Oklahoma
$1.25M +$11.5K +465 +0.9%
JFL
855
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.24M -$98K -3,975 -7%
BFEC
856
Benjamin F. Edwards & Company
Missouri
$1.24M -$130K -5,265 -10%
FCFC
857
First Commonwealth Financial Corp
Pennsylvania
$1.23M +$26.9K +1,092 +2%
ICAS
858
Investors Capital Advisory Services
Massachusetts
$1.22M +$20.8K +846 +2%
RHJA
859
Rice Hall James & Associates
California
$1.22M – – –
DIS
860
Diversified Investment Strategies
Louisiana
$1.22M – – –
WG
861
Winchester Group
New York
$1.21M -$253K -10,284 -17%
GGI
862
Godsey & Gibb Inc
Virginia
$1.21M -$7.04M -285,699 -85%
TFA
863
Transamerica Financial Advisors
Florida
$1.21M +$282K +11,436 +31%
GIP
864
Greatmark Investment Partners
Georgia
$1.19M +$5.18K +210 +0.4%
RC
865
Roundview Capital
New Jersey
$1.19M -$1.48K -60 -0.1%
AI
866
Ariel Investments
Illinois
$1.19M +$1.19M +48,264 New
ECM
867
Endex Capital Management
Kansas
$1.18M – – –
BB
868
Bell Bank
North Dakota
$1.18M -$53K -2,151 -4%
PH
869
Pinnacle Holdings
Oklahoma
$1.18M -$50.3K -2,040 -4%
SAM
870
Silvercrest Asset Management
New York
$1.16M +$730K +29,604 +168%
DD
871
Dominick & Dominick
New York
$1.16M +$216K +8,748 +23%
TCOV
872
Trust Company of Vermont
Vermont
$1.15M -$8.73K -354 -0.8%
WA
873
Whitebox Advisors
Minnesota
$1.15M +$1.15M +46,500 New
FDCC
874
Foster Dykema Cabot & Co
Massachusetts
$1.15M -$1.85K -75 -0.2%
BTNA
875
Bremer Trust National Association
Minnesota
$1.14M +$24.1K +978 +2%
33 34
35
36 37