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 %
B
926
Bailard
California
$896K -$1.63M -66,108 -65%
EWM
927
Elite Wealth Management
Washington
$893K +$845K +34,290 +1,758%
IHL
928
Investment House LLC
California
$892K +$222 +9 +0%
WJA
929
Williams Jones & Associates
New York
$889K +$59.8K +2,427 +7%
RBC
930
Ronald Blue & Co
Georgia
$889K +$459K +18,633 +107%
SC
931
Savant Capital
Illinois
$883K -$18K -729 -2%
PSI
932
Pinnacle Summer Investments
Virginia
$881K +$152K +6,174 +21%
JWA
933
JFS Wealth Advisors
Pennsylvania
$880K +$62.7K +2,544 +8%
EB
934
Eastern Bank
Massachusetts
$879K -$8.13K -330 -0.9%
BG
935
Bollard Group
Massachusetts
$876K +$14.4K +582 +2%
MPIA
936
Mountain Pacific Investment Advisers
Idaho
$874K +$14.8K +600 +2%
CCG
937
Chatham Capital Group
Georgia
$873K – – –
IB
938
Intrust Bank
Kansas
$872K -$115K -4,671 -12%
HTC
939
Haverford Trust Company
Pennsylvania
$849K +$126K +5,127 +17%
KFC
940
Klingenstein Fields & Co
New York
$848K -$372K -15,105 -31%
KFS
941
KMS Financial Services
Washington
$848K +$350K +14,175 +70%
ACI
942
Advance Capital I
Michigan
$846K – – –
ST
943
Sentinel Trust
Texas
$845K +$184K +7,485 +28%
FNBOMD
944
First National Bank of Mount Dora
Florida
$844K -$2.21M -89,502 -72%
ASC
945
Atalanta Sosnoff Capital
New York
$840K -$115K -4,674 -12%
SNBOSD
946
Security National Bank of So Dak
Iowa
$828K +$15.2K +615 +2%
RC
947
Riversville Capital
Connecticut
$827K – – –
MPI
948
Mairs & Power Inc
Minnesota
$825K -$5.84K -237 -0.7%
LW
949
Linscomb Wealth
Texas
$823K -$23.1K -939 -3%
WB
950
Webster Bank
Connecticut
$821K -$5.38M -218,286 -87%
36 37
38
39 40