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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 %
SBWM
951
Sunflower Bank Wealth Management
Arizona
$810K -$8.13K -330 -1%
FAG
952
Financial Advisory Group
Texas
$808K +$74 +3 +0%
CIC
953
Carnegie Investment Counsel
Ohio
$794K +$11.9K +483 +2%
AssetMark Inc
954
AssetMark Inc
California
$794K +$794K +32,214 New
WPC
955
White Pine Capital
Minnesota
$786K -$11.1K -450 -1%
TF
956
Tompkins Financial
New York
$786K +$1.55K +63 +0.2%
NA
957
Navellier & Associates
Nevada
$780K +$448K +18,189 +135%
WA
958
WBH Advisory
Maryland
$773K -$5.33K -216 -0.7%
BAS
959
Brown Advisory Securities
Maryland
$767K -$52.9K -2,148 -6%
CIA
960
Covington Investment Advisors
Pennsylvania
$763K +$39.2K +1,590 +5%
HB
961
Homrich & Berg
Georgia
$762K +$15.8K +642 +2%
AAIM
962
American Assets Investment Management
California
$762K +$547K +22,200 +255%
CWM
963
Concert Wealth Management
California
$760K +$125K +5,271 +20%
GBA
964
Garrison Bradford & Associates
New York
$758K – – –
BTCOSD
965
Bankers Trust Company of South Dakota
Iowa
$743K – – –
Rafferty Asset Management
966
Rafferty Asset Management
New York
$743K +$743K +30,144 New
GCP
967
GSA Capital Partners
United Kingdom
$723K +$202K +8,214 +39%
HRIA
968
Haberer Registered Investment Advisor
Ohio
$721K -$195K -7,935 -21%
CC
969
Courier Capital
New York
$720K -$9.47K -384 -1%
CB
970
Cooke & Bieler
Pennsylvania
$717K – – –
WA
971
Waverly Advisors
Alabama
$715K +$3.7K +150 +0.5%
PAI
972
Pittenger & Anderson Inc
Nebraska
$714K +$112K +4,545 +19%
BWM
973
Braver Wealth Management
Massachusetts
$708K +$124K +5,034 +21%
ST
974
Spinnaker Trust
Maine
$695K – – –
AI
975
Atria Investments
North Carolina
$692K +$103K +4,185 +18%
37 38
39
40 41