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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 %
BST
1126
Bath Savings Trust
Maine
$321K -$7.39K -300 -2%
MWAC
1127
Mariner Wealth Advisors (Cincinnati)
Ohio
$319K -$804K -32,625 -72%
Manulife (Manufacturers Life Insurance)
1128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318K -$27.1K -1,099,254 -8%
LCM
1129
Liberty Capital Management
Michigan
$317K +$70.4K +2,853 +29%
FIAS
1130
FinTrust Investment Advisory Services
South Carolina
$316K -$16.8K -681 -5%
BOS
1131
Bingham Osborn & Scarborough
California
$315K +$86.6K +3,519 +38%
BTCR
1132
Bankers Trust Cedar Rapids
Iowa
$314K +$314K +12,729 New
NAM
1133
NTV Asset Management
West Virginia
$313K +$5.9K +240 +2%
AIM
1134
Arcadia Investment Management
Michigan
$311K – – –
PWM
1135
ParenteBeard Wealth Management
Pennsylvania
$311K – – –
EWA
1136
Exencial Wealth Advisors
Oklahoma
$309K -$9.74K -378 -3%
HCM
1137
Harvest Capital Management
New Hampshire
$309K +$309K +12,540 New
MCM
1138
MAI Capital Management
Ohio
$308K +$26.8K +1,089 +10%
PFP
1139
Pinnacle Financial Partners
Tennessee
$307K +$7.98K +324 +3%
SGAM
1140
Steinberg Global Asset Management
Florida
$307K +$37K +1,500 +14%
MMG
1141
Monetary Management Group
Missouri
$303K -$148K -6,000 -33%
CK
1142
Carnick & Kubik
Colorado
$303K – – –
JCM
1143
Janney Capital Management
Pennsylvania
$303K +$25.9K +1,050 +9%
WI
1144
Wedgewood Investors
Pennsylvania
$302K +$7.39K +300 +3%
HCMNY
1145
Howard Capital Management (New York)
New York
$301K – – –
GIP
1146
Granite Investment Partners
California
$301K +$14.8K +600 +5%
WCBA
1147
Weaver C. Barksdale & Associates
Tennessee
$300K – – –
AF
1148
Allworth Financial
California
$299K +$370 +15 +0.1%
JAMONY
1149
Jacob Asset Management of New York
California
$296K – – –
PGCM
1150
Prescott Group Capital Management
Oklahoma
$296K – – –
44 45
46
47 48