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 %
TIM
1051
Tortoise Investment Management
New York
$481K +$157K +6,375 +49%
KFS
1052
Kurt F. Somerville
$480K – – –
CFA
1053
Carroll Financial Associates
North Carolina
$475K -$19.7K -801 -4%
SOAMC
1054
Spirit of America Management Corp
New York
$475K – – –
BBA
1055
BLB&B Advisors
Pennsylvania
$474K -$44.4K -1,800 -9%
BFO
1056
Boston Family Office
Massachusetts
$474K -$14.8K -600 -3%
FTI
1057
Fiduciary Trust International
Massachusetts
$470K -$17.7K -717 -4%
IOOF
1058
Independent Order of Foresters
Ontario, Canada
$470K – – –
CCA
1059
Catalyst Capital Advisors
New York
$470K – – –
AA
1060
ALPS Advisors
Colorado
$464K +$141K +5,700 +43%
CCB
1061
Cutter & Co Brokerage
Missouri
$460K -$14.8K -600 -3%
DWT
1062
Dorsey & Whitney Trust
South Dakota
$458K +$236K +9,582 +106%
PFS
1063
Penseco Financial Services
Pennsylvania
$456K -$65K -2,640 -12%
SFSIG
1064
San Francisco Sentry Investment Group
California
$450K +$74 +3 +0%
MAA
1065
Matrix Asset Advisors
New York
$449K – – –
FNBOH
1066
First National Bank of Hutchinson
Kansas
$445K -$401K -16,236 -47%
LPC
1067
Loeb Partners Corp
New York
$444K – – –
AWS
1068
Aris Wealth Services
Pennsylvania
$444K +$21.9K +891 +5%
GWI
1069
Grace & White Inc
New York
$443K – – –
TCOT
1070
Trust Company of Toledo
Ohio
$442K – – –
AHC
1071
Adell Harriman & Carpenter
Texas
$438K -$7.4K -300 -2%
TWA
1072
TCI Wealth Advisors
Arizona
$426K -$96.1K -3,894 -18%
GC
1073
Grimes & Company
Massachusetts
$424K -$44.3K -1,797 -9%
LCM
1074
Logan Capital Management
Pennsylvania
$424K +$23.8K +966 +6%
JIM
1075
Jensen Investment Management
Oregon
$420K -$75.3K -3,057 -15%
41 42
43
44 45