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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 %
MFBTD
1201
MB Financial Bank - Trust Department
Illinois
$230K -$119K -4,818 -34%
BBNB
1202
Baker Boyer National Bank
Washington
$230K – – –
RCM
1203
Reynolds Capital Management
Nevada
$229K +$229K +9,300 New
SCG
1204
Strategic Capital Group
Washington
$227K +$296 +12 +0.1%
WTB
1205
Washington Trust Bank
Washington
$227K +$227K +9,213 New
CT
1206
Coastline Trust
Rhode Island
$226K – – –
GAM
1207
Garrison Asset Management
Arkansas
$225K -$47.2K -1,914 -17%
BFA
1208
Beaumont Financial Advisors
Massachusetts
$223K +$1.41K +57 +0.6%
KPCM
1209
Kings Point Capital Management
New York
$222K – – –
MCWS
1210
McKinley Carter Wealth Services
West Virginia
$221K +$221K +8,979 New
AMIM
1211
Aull & Monroe Investment Management
Alabama
$219K – – –
WFMPM
1212
Woodley Farra Manion Portfolio Management
Indiana
$214K – – –
PWAP
1213
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$214K +$6.35K +258 +3%
KFA
1214
Kelleher Financial Advisors
New York
$213K – – –
MC
1215
Middleton & Co
Massachusetts
$212K -$29.6K -1,200 -12%
SL
1216
Summitry LLC
California
$209K -$8.86K -360 -4%
NI
1217
Numeric Investors
Massachusetts
$207K -$288K -11,700 -58%
Massachusetts Financial Services
1218
Massachusetts Financial Services
Massachusetts
$205K +$205K +8,307 New
M
1219
MOTCO
Texas
$204K – – –
HI
1220
Hudock Inc
Pennsylvania
$204K +$74 +3 +0%
FIM
1221
Freedom Investment Management
Connecticut
$203K +$295 +12 +0.1%
HPBT
1222
High Point Bank & Trust
North Carolina
$202K -$5.54K -225 -3%
SAM
1223
Strategy Asset Managers
California
$202K – – –
JG
1224
Jefferies Group
New York
$201K -$1.28M -51,768 -86%
NES
1225
New England Securities
New York
$200K +$14.4K +585 +8%
47 48
49
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