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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 %
ITIM
1176
Indiana Trust & Investment Management
Indiana
$256K -$7.39K -300 -3%
SCA
1177
Salient Capital Advisors
Texas
$254K -$70.3K -2,850 -22%
MRCM
1178
M&R Capital Management
New Jersey
$254K +$24.1K +975 +10%
LC
1179
Lilley & Co
Michigan
$253K -$738 -30 -0.3%
CRC
1180
Curi RMB Capital
Illinois
$253K +$24.6K +999 +11%
FNFDCM
1181
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K – – –
WG
1182
Welch Group
Alabama
$246K +$813 +33 +0.3%
S
1183
SignatureFD
Georgia
$246K +$87.1K +3,528 +55%
BPGAM
1184
BTG Pactual Global Asset Management
Bermuda
$246K +$246K +9,960 New
NYLT
1185
New York Life Trust
New York
$245K -$30.1K -1,221 -11%
HC
1186
Hendley & Co
Ohio
$245K -$14.1K -570 -5%
CAM
1187
Cypress Asset Management
Texas
$245K -$5.54K -225 -2%
CPO
1188
Cerity Partners OCIO
New York
$245K – – –
GVT
1189
Genesee Valley Trust
New York
$244K +$244K +9,891 New
KL
1190
Kinsight LLC
Alabama
$243K -$14.8K -600 -6%
BOS
1191
Bank of Stockton
California
$241K – – –
CA
1192
CapWealth Advisors
Tennessee
$241K +$74.1K +3,006 +44%
TC
1193
Telemus Capital
Michigan
$240K +$240K +9,723 New
WCM
1194
Windsor Capital Management
Arizona
$238K +$62.5K +2,535 +36%
SWM
1195
Segment Wealth Management
Texas
$237K +$20.8K +846 +10%
TCM
1196
Telos Capital Management
California
$237K +$237K +9,576 New
LIA
1197
LBMC Investment Advisors
Tennessee
$236K – – –
AB
1198
Atlas Brown
Kentucky
$234K -$472K -19,155 -67%
NFGCM
1199
Norman Fields Gottscho Capital Management
New York
$234K – – –
MCC
1200
Mid Continent Capital
Illinois
$233K +$233K +9,450 New
46 47
48
49 50