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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 %
BFIM
1151
Beese Fulmer Investment Management
Ohio
$295K +$295K +11,946 New
JIC
1152
Joel Isaacson & Co
New York
$293K +$111K +4,500 +61%
HBT
1153
Hills Bank & Trust
Iowa
$292K – – –
HH
1154
Hilltop Holdings
Texas
$287K +$84.8K +3,435 +42%
FAM
1155
Formidable Asset Management
Ohio
$286K +$286K +11,628 New
ST
1156
Stifel Trust
Missouri
$284K – – –
MSR
1157
Main Street Research
Connecticut
$283K -$1.85K -75 -0.6%
ACM
1158
Alpha Capital Management
Texas
$283K – – –
OAM
1159
Oberweis Asset Management
Illinois
$282K -$17.3K -702 -6%
AIM
1160
Allen Investment Management
New York
$279K – – –
FFA
1161
First Foundation Advisors
California
$279K +$279K +11,337 New
HCMT
1162
Highland Capital Management (Tennessee)
Tennessee
$278K – – –
MLL
1163
Moody Lynn & Lieberson
Massachusetts
$276K -$593 -24 -0.2%
ECM
1164
Estabrook Capital Management
New York
$276K – – –
PFC
1165
Phocas Financial Corp
California
$274K +$8.35K +339 +3%
SM
1166
Stratton Management
Pennsylvania
$274K +$274K +11,100 New
JWBC
1167
J.W. Burns & Co
New York
$271K +$51.7K +2,100 +24%
RMDI
1168
R.M. Davis Inc
Maine
$270K -$191K -7,749 -41%
WIC
1169
Wilkins Investment Counsel
Massachusetts
$266K – – –
Twin Tree Management
1170
Twin Tree Management
Texas
$261K -$710K -28,782 -73%
UFG
1171
United Fire Group
Iowa
$259K – – –
HIM
1172
Hillsdale Investment Management
Ontario, Canada
$259K +$88.8K +3,600 +52%
NSIM
1173
North Star Investment Management
Illinois
$258K – – –
CPA
1174
Cowen Prime Advisors
New York
$257K +$48.7K +1,983 +23%
SCM
1175
Stonebridge Capital Management
California
$257K +$257K +10,425 New
45 46
47
48 49