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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 %
ECM
1251
ETrade Capital Management
Virginia
$87K +$14.1K +573 +19%
HTHT
1252
Hemenway Trust Hemenway Trust
New Hampshire
$83K +$22.3K +912 +37%
RFA
1253
Reilly Financial Advisors
California
$76K +$25.8K +1,053 +51%
WOC
1254
West Oak Capital
California
$70.3K – – –
GI
1255
Gradient Investments
Minnesota
$68K – – –
Victory Capital Management
1256
Victory Capital Management
Texas
$62K +$62K +2,520 New
FMP
1257
Financial Management Professionals
Texas
$61K – – –
CAL
1258
Capital Analysts LLC
Pennsylvania
$59.2K – – –
BKBG
1259
BHF Kleinwort Benson Group
Belgium
$58K -$30.5K -1,230 -34%
MAS
1260
Madden Advisory Services
Florida
$58K – – –
MDCM
1261
Morgan Dempsey Capital Management
Wisconsin
$57K -$80.9K -3,300 -59%
WCM
1262
Wealthcare Capital Management
Virginia
$56K +$74 +3 +0.1%
NCM
1263
Nelson Capital Management
California
$55K – – –
KTC
1264
Kistler-Tiffany Companies
Pennsylvania
$51K -$2.29K -93 -4%
HCM
1265
Highlander Capital Management
New Jersey
$50.3K – – –
BOK
1266
Bank of Kentucky
Kentucky
$47K +$21.4K +876 +83%
CL
1267
CFS LLC
Oklahoma
$44K -$20.8K -807 -32%
SC
1268
StellarOne Corp
Virginia
$41K -$10.3K -417 -20%
CCM
1269
Credo Capital Management
Maryland
$40K +$40K +1,605 New
AA
1270
Apriem Advisors
California
$39K +$73 +3 +0.2%
CFSG
1271
Community Financial Services Group
Vermont
$36K -$9.53K -390 -21%
Carson Wealth (CWM LLC)
1272
Carson Wealth (CWM LLC)
Nebraska
$36K +$36K +1,467 New
ACM
1273
Axel Capital Management
New York
$33K – – –
ARMC
1274
American Research & Management Company
Massachusetts
$30K – – –
MUMSS
1275
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K -$58.7K -2,370 -69%
49 50
51
52 53