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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 %
SNT
1001
Security National Trust
West Virginia
$615K -$1.85K -75 -0.3%
VNA
1002
VNBTrust National Association
Virginia
$614K -$77.3K -3,135 -11%
DSAM
1003
Dock Street Asset Management
Florida
$614K – – –
CS
1004
Cannell & Spears
New York
$614K +$614K +24,900 New
HSA
1005
HBK Sorce Advisory
Pennsylvania
$613K -$553K -22,407 -47%
BJL
1006
Brighton Jones LLC
Washington
$611K +$151K +6,117 +33%
FMLI
1007
Fukoku Mutual Life Insurance
Japan
$604K -$37K -1,500 -6%
FFC
1008
First Financial Corp
Indiana
$601K -$3.33K -135 -0.6%
1GA
1009
1st Global Advisors
Texas
$591K -$9.02K -366 -2%
LMF
1010
LMR Master Fund
Cayman Islands
$590K -$16.6M -672,039 -97%
SAM
1011
Summit Asset Management
Tennessee
$590K +$27.7K +1,125 +5%
SCM
1012
Sterneck Capital Management
Missouri
$589K – – –
MBE
1013
Michael B. Elefante
$588K +$28.4K +1,152 +5%
SAMC
1014
Shinko Asset Management Company
Japan
$577K -$44.4K -1,800 -7%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$577K +$29.2K +1,185 +5%
BCM
1016
BBT Capital Management
Texas
$576K -$2.48M -100,590 -81%
FWM
1017
Focused Wealth Management
New York
$571K +$571K +23,157 New
FHB
1018
First Hawaiian Bank
Hawaii
$569K -$5.54K -225 -1%
FFSOTS
1019
Fiduciary Financial Services of The Southwest
Texas
$566K – – –
CI
1020
Cowen Inc
New York
$564K -$222K -9,000 -28%
PFM
1021
Parsec Financial Management
North Carolina
$560K -$32K -1,299 -5%
TCM
1022
Texan Capital Management
Texas
$558K +$558K +22,617 New
MA
1023
Marshwinds Advisory
Georgia
$555K -$1.85K -75 -0.3%
GI
1024
Glovista Investments
New Jersey
$555K – – –
TAM
1025
Taurus Asset Management
New York
$554K – – –
39 40
41
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