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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 %
PRHC
1226
P.R. Herzig & Co
New York
$200K +$200K +8,100 New
WA
1227
WealthTrust-Arizona
Arizona
$199K – – –
HDIM
1228
Hanson & Doremus Investment Management
Vermont
$196K – – –
PR
1229
Payden & Rygel
California
$194K – – –
EWM
1230
Edge Wealth Management
New York
$175K +$2.95K +120 +2%
JWM
1231
Jacobus Wealth Management
Wisconsin
$171K – – –
MI
1232
Mercer Investments
Massachusetts
$163K -$45K -1,824 -22%
HFM
1233
Hartford Financial Management
Connecticut
$160K – – –
AFC
1234
AFT Forsyth & Company
Florida
$153K +$73.7K +3,000 +93%
SHWM
1235
Smith & Howard Wealth Management
Georgia
$150K – – –
PAS
1236
Partnervest Advisory Services
California
$149K +$14K +567 +10%
MBT
1237
Monroe Bank & Trust
Michigan
$143K -$22.1K -900 -13%
TCM
1238
Tetrem Capital Management
Manitoba, Canada
$143K +$143K +5,814 New
RIA
1239
Regal Investment Advisors
Michigan
$142K -$41.2K -1,677 -22%
IMS
1240
Index Management Solutions
Pennsylvania
$135K +$135K +5,475 New
DSI
1241
Daiwa SB Investments
Japan
$133K -$259K -10,530 -66%
MWP
1242
MYCIO Wealth Partners
Pennsylvania
$132K +$147 +6 +0.1%
TCM
1243
TD Capital Management
Tennessee
$117K +$148 +6 +0.1%
FNBSF
1244
First National Bank Sioux Falls
South Dakota
$115K – – –
PIA
1245
Piedmont Investment Advisors
North Carolina
$111K +$52.7K +2,136 +90%
AC
1246
Alexandria Capital
Virginia
$107K -$39.7K -1,617 -27%
ACM
1247
Antonetti Capital Management
Florida
$107K +$14.8K +600 +16%
BAM
1248
Barrett Asset Management
New York
$100K – – –
AWMS
1249
Advocacy Wealth Management Services
Georgia
$97K +$71.1K +2,754 +274%
CBT
1250
Central Bank & Trust
Kentucky
$93K -$4.95K -201 -5%
48 49
50
51 52