WMT icon

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 %
MCM
901
Maryland Capital Management
Maryland
$991K +$47.2K +1,914 +5%
FM
902
Forward Management
California
$988K -$268K -10,857 -21%
FSC
903
Fiduciary Services Corp
Georgia
$987K -$13.6K -552 -1%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$987K -$9.1K -369 -0.9%
FCB
905
First Citizens Bancorporation
South Carolina
$985K -$11.1K -450 -1%
IWC
906
Integrated Wealth Counsel
California
$983K -$176K -7,125 -15%
LAM
907
Lingohr Asset Management
Germany
$981K +$981K +39,789 New
GIS
908
Guardian Investor Services
New York
$971K -$34.1K -1,383 -3%
BFG
909
Beacon Financial Group
Texas
$970K +$970K +39,144 New
SCM
910
Stux Capital Management
New York
$969K -$673K -27,300 -41%
SNBOSCI
911
Security National Bank of Sioux City Iowa
Iowa
$963K +$111K +4,512 +13%
LIM
912
Leavell Investment Management
Alabama
$961K – – –
PG
913
Proffitt & Goodson
Tennessee
$956K +$13.3K +540 +1%
CR
914
Cooperatieve Rabobank
Netherlands
$955K +$955K +38,733 New
AHB
915
Abner Herrman & Brock
New Jersey
$949K -$122K -4,944 -11%
IAM
916
ICM Asset Management
Washington
$948K +$948K +38,460 New
MPM
917
Meritage Portfolio Management
Kansas
$939K – – –
DCLA
918
Douglas C. Lane & Associates
New York
$935K -$149K -6,048 -14%
BSW
919
Buckingham Strategic Wealth
Missouri
$934K +$58.4K +2,370 +7%
FBT
920
Founders Bank & Trust
Michigan
$933K -$4.07K -165 -0.4%
PAM
921
Palisade Asset Management
Minnesota
$928K -$263K -10,650 -22%
NIM
922
Northeast Investment Management
Massachusetts
$925K +$20.6K +834 +2%
KIA
923
KCM Investment Advisors
California
$911K +$50.8K +2,061 +6%
BL
924
Bolton LP
Connecticut
$908K +$908K +36,819 New
MFS
925
MSI Financial Services
Massachusetts
$897K -$27.1K -1,101 -3%
35 36
37
38 39