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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 %
PCM
876
Parsons Capital Management
Rhode Island
$1.14M – – –
RMA
877
Roffman Miller Associates
Pennsylvania
$1.12M +$4.44K +180 +0.4%
BAM
878
Burgundy Asset Management
Ontario, Canada
$1.11M +$370K +15,000 +50%
BDF
879
Balasa Dinverno & Foltz
$1.11M -$80.9K -3,279 -7%
BSWMG
880
Barrington Strategic Wealth Management Group
Illinois
$1.1M +$320K +12,990 +41%
CNBT
881
Canandaigua National Bank & Trust
New York
$1.1M -$39.4K -1,599 -3%
DSC
882
Duncker Streett & Co
Missouri
$1.1M -$286K -11,595 -21%
WIL
883
Winifred I. Li
$1.1M -$39.5K -1,602 -3%
PP
884
Patten & Patten
Tennessee
$1.09M -$90K -3,651 -8%
IFS
885
Ifrah Financial Services
Arkansas
$1.07M -$1.63K -66 -0.2%
MIM
886
Montgomery Investment Management
Maryland
$1.07M +$66.5K +2,700 +7%
CIM
887
CIM Investment Management
Pennsylvania
$1.06M – – –
MPAM
888
Murphy Pohlad Asset Management
Minnesota
$1.06M – – –
BT
889
Beacon Trust
New Jersey
$1.05M -$247K -10,038 -19%
CIC
890
Crawford Investment Counsel
Georgia
$1.05M -$7.47K -303 -0.7%
WAM
891
Weatherly Asset Management
California
$1.05M -$17.4K -705 -2%
FMBTD
892
First Midwest Bank Trust Division
Illinois
$1.04M -$1.89M -76,830 -64%
NCM
893
Narwhal Capital Management
Georgia
$1.03M – – –
G
894
GlobalBridge
Minnesota
$1.03M -$22.5K -912 -2%
WS
895
Wedbush Securities
California
$1.02M +$38.2K +1,548 +4%
RGC
896
Roberts, Glore & Co
Illinois
$1.01M -$322K -13,074 -24%
PTC
897
Private Trust Company
Ohio
$1.01M +$130K +5,271 +15%
WI
898
Wafra Inc
New York
$1M – – –
AP
899
Advisor Partners
California
$997K +$63.3K +2,565 +7%
RIM
900
Regent Investment Management
Kentucky
$995K +$497K +20,142 +100%
34 35
36
37 38