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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 %
AWA
1026
AmeriServ Wealth Advisors
Pennsylvania
$541K -$3.7K -150 -0.7%
PAG
1027
Pinnacle Advisory Group
Maryland
$539K +$18.1K +735 +3%
TF
1028
Trutina Financial
Washington
$538K +$11.1K +450 +2%
MAA
1029
Mraz Amerine & Associates
California
$537K – – –
VCM
1030
Violich Capital Management
California
$534K – – –
AAM
1031
Azzad Asset Management
Virginia
$530K – – –
T
1032
Thomaspartners
Massachusetts
$526K -$58.6K -2,379 -10%
NAM
1033
Nichols Asset Management
Massachusetts
$525K – – –
MM
1034
Midas Management
New York
$525K +$22.2K +900 +4%
JEW
1035
Jamison Eaton & Wood
New Jersey
$524K – – –
RCM
1036
Rotella Capital Management
Washington
$520K +$520K +21,084 New
CC
1037
Capital Counsel
New York
$512K – – –
AIC
1038
Atlantic Investment Company
Georgia
$512K +$11.1K +450 +2%
OA
1039
Oxbow Advisors
Texas
$504K – – –
OWD
1040
Osborn Williams & Donohoe
Ohio
$503K +$13.5K +546 +3%
FA
1041
FDx Advisors
Illinois
$501K -$83.4K -3,384 -14%
SCM
1042
SOL Capital Management
Maryland
$501K – – –
HSA
1043
Hussman Strategic Advisors
Maryland
$496K +$148K +6,000 +43%
QIM
1044
Quantitative Investment Management
Virginia
$495K -$4.06M -165,000 -89%
BHIA
1045
Birch Hill Investment Advisors
Massachusetts
$494K -$97.7K -3,966 -17%
AT
1046
Acadia Trust
Maine
$494K -$5.18K -210 -1%
FHC
1047
First Heartland Consultants
Missouri
$486K +$147 +6 +0%
EIA
1048
Edgemoor Investment Advisors
Maryland
$486K +$4.89K +198 +1%
AMG
1049
Asset Management Group
Connecticut
$485K +$3.11K +126 +0.6%
CAM
1050
Congress Asset Management
Massachusetts
$484K -$5.54K -225 -1%
40 41
42
43 44