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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
$997M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$284M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$460M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
State Street
State Street
Massachusetts
$5.51B
3
Lazard Asset Management
Lazard Asset Management
New York
$452M
4
PI
PGGM Investments
Netherlands
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
SONJCPFA
101
State of New Jersey Common Pension Fund A
New Jersey
$126M -$37M -1,500,000 -23%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$122M +$58.9M +2,389,542 +94%
Credit Agricole
103
Credit Agricole
France
$119M +$119M +4,846,779 New
SO
104
STRS Ohio
Ohio
$117M -$13M -526,671 -10%
Canada Life
105
Canada Life
Manitoba, Canada
$115M +$84.6M +3,438,768 +282%
USAA
106
United Services Automobile Association
Texas
$110M +$1.11M +44,901 +1%
GIA
107
Gateway Investment Advisers
Ohio
$106M -$9.97M -404,604 -9%
JHC
108
JFB Holdings Corp
Georgia
$105M +$5.85M +237,240 +6%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$102M -$3.17M -128,409 -3%
Flossbach Von Storch
110
Flossbach Von Storch
Germany
$100M -$3.83M -155,310 -4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$99.5M +$99.5M +4,035,657 New
TGCM
112
Tukman Grossman Capital Management
California
$97.7M +$14.2M +577,200 +17%
CA
113
Commerzbank Aktiengesellschaft
Germany
$97.5M +$12.6M +510,609 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$96.4M -$15.1M -613,800 -14%
Fidelity International
115
Fidelity International
Bermuda
$95.6M -$7.8M -316,191 -8%
TA
116
Teachers Advisors
New York
$95.6M -$22.2M -899,526 -19%
FPA
117
First Pacific Advisors
California
$95M +$118K +4,800 +0.1%
Barrow, Hanley, Mewhinney & Strauss
118
Barrow, Hanley, Mewhinney & Strauss
Texas
$94.2M +$55.2M +2,238,684 +141%
TBC
119
Tweedy, Browne Co
Connecticut
$93.5M -$8.14K -330 -0%
H
120
Hexavest
Quebec, Canada
$91.7M +$9.98M +404,952 +12%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$90.5M +$354K +14,358 +0.4%
USSCPF
122
United States Steel & Carnegie Pension Fund
New York
$89.7M – – –
RRAM
123
River Road Asset Management
Kentucky
$89.5M +$22.5M +911,607 +34%
EHC
124
Everett Harris & Co
California
$89.2M +$568K +23,055 +0.6%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$88.4M +$1.31M +53,043 +2%
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5
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