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 %
BIM
1076
Bridgecreek Investment Management
Oklahoma
$420K – – –
PCM
1077
Perritt Capital Management
Illinois
$416K – – –
ZTNA
1078
Zions Trust National Association
Utah
$416K +$158K +6,390 +61%
OPTFSNA
1079
Old Point Trust & Financial Services N A
Virginia
$414K -$32.2K -1,305 -7%
ACM
1080
Apex Capital Management
Ohio
$412K – – –
KB
1081
Kimelman & Baird
New York
$410K -$73.9K -3,000 -15%
CCM
1082
Courage Capital Management
Tennessee
$410K – – –
MIHAS
1083
Maj Invest Holding A/S
Denmark
$408K – – –
DCM
1084
Dynamic Capital Management
Jersey
$407K +$407K +16,500 New
TT
1085
Tower Trust
Indiana
$401K +$19.5K +789 +5%
JPMIA
1086
J.P. Marvel Investment Advisors
Massachusetts
$398K – – –
NPF
1087
Norris Perne & French
Michigan
$397K +$38.8K +1,575 +11%
TSW
1088
Thompson Siegel & Walmsley
Virginia
$395K -$22.2K -900 -5%
SFSG
1089
Stearns Financial Services Group
North Carolina
$393K – – –
TAM
1090
Trillium Asset Management
Massachusetts
$393K +$71.2K +2,889 +22%
ZCA
1091
Zeke Capital Advisors
Pennsylvania
$392K -$52.9K -2,145 -12%
BP
1092
Ballentine Partners
Massachusetts
$386K +$149K +6,045 +63%
NFG
1093
Nadler Financial Group
Illinois
$370K +$74.5K +3,024 +25%
AIC
1094
Ambs Investment Counsel
Michigan
$365K -$5.2M -210,945 -93%
IH
1095
IFC Holdings
Florida
$365K -$14.5K -582 -4%
BRWA
1096
B. Riley Wealth Advisors
Florida
$362K -$3.92K -159 -1%
FRM
1097
Foundation Resource Management
Arkansas
$362K – – –
HC
1098
Highmount Capital
New York
$361K -$112K -4,545 -24%
UBWV
1099
United Bank (West Virginia)
West Virginia
$359K – – –
LNB
1100
Ledyard National Bank
$356K -$12.6K -510 -3%
42 43
44
45 46