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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 %
HAM
976
Highstreet Asset Management
Ontario, Canada
$689K +$689K +27,945 New
SIC
977
Schwartz Investment Counsel
Michigan
$688K -$74K -3,000 -10%
JRP
978
Jasper Ridge Partners
California
$686K – – –
CCFCSB
979
Cape Cod Five Cents Savings Bank
Massachusetts
$681K +$35.1K +1,425 +5%
AW
980
Alpha Windward
Massachusetts
$678K +$51.9K +2,103 +8%
STMM
981
South Texas Money Management
Texas
$676K -$6.88K -279 -1%
EIM
982
Essex Investment Management
Massachusetts
$675K – – –
HW
983
Hancock Whitney
Mississippi
$674K +$26.6K +1,080 +4%
HCM
984
Hillman Capital Management
Maryland
$670K -$67.7K -2,634 -9%
NBC
985
Neuberger Berman Canada
Ontario, Canada
$664K -$153K -6,210 -19%
BC
986
Banced Corp
Illinois
$663K -$36.6K -1,485 -5%
FCM
987
Forester Capital Management
Illinois
$662K -$14K -570 -2%
PWP
988
Private Wealth Partners
California
$662K – – –
SCIA
989
Sanibel Captiva Investment Advisers
Illinois
$662K – – –
DMC
990
Drexel Morgan & Co
Pennsylvania
$661K +$391K +15,867 +145%
OC
991
Oarsman Capital
Wisconsin
$656K +$27.7K +1,125 +4%
WMSA
992
Weiss Multi-Strategy Advisers
New York
$653K +$399K +16,200 +157%
CT
993
Cambridge Trust
Massachusetts
$651K -$38.3K -1,551 -6%
SJL
994
Shayne & Jacobs LLC
Tennessee
$643K – – –
ICM
995
IMS Capital Management
Oregon
$633K +$74 +3 +0%
ANBTV
996
American National Bank & Trust (Virginia)
Virginia
$632K +$201K +8,163 +47%
BCM
997
Birmingham Capital Management
Alabama
$629K -$22.2K -900 -3%
ATC
998
Adirondack Trust Company
New York
$624K -$33.5K -1,356 -5%
MTC
999
McDaniel Terry & Co
Texas
$623K – – –
SAS
1000
Spectrum Advisory Services
Georgia
$623K +$7.4K +300 +1%
38 39
40
41 42