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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 %
MWAM
1301
Mariner Wealth Advisors (Madison)
Kansas
$3K +$3K +102 New
PCM
1302
Prelude Capital Management
New York
$3K +$3K +120 New
IFWM
1303
Institute for Wealth Management
Colorado
$3K +$3K +129 New
CCT
1304
Capital City Trust
Florida
$2.46K -$13 -510 -0.5%
FA
1305
Financial Advantage
Maryland
$2K – – –
FPCG
1306
Fort Pitt Capital Group
Pennsylvania
$1.48K – – –
CPS
1307
Counsel Portfolio Services
Ontario, Canada
$858 -$3.46K -140,448 -80%
EFS
1308
Essex Financial Services
Connecticut
$818 -$17 -690 -2%
PI
1309
PGGM Investments
Netherlands
– -$153M -6,155,232 Closed
MCM
1310
Marsico Capital Management
Colorado
– -$149M -5,998,845 Closed
VAM
1311
Vontobel Asset Management
New York
– -$80.3M -3,193,434 Closed
Capital Fund Management (CFM)
1312
Capital Fund Management (CFM)
France
– -$63.3M -2,548,878 Closed
EA
1313
Euclid Advisors
Connecticut
– -$49.5M -1,995,510 Closed
FAF
1314
Fjarde Ap-fonden
Sweden
– -$39.5M -1,592,442 Closed
SFM
1315
Soros Fund Management
New York
– -$30.5M -1,230,000 Closed
SCM
1316
Stevens Capital Management
Pennsylvania
– -$29.9M -1,205,190 Closed
NMERB
1317
New Mexico Educational Retirement Board
New Mexico
– -$19.8M -797,979 Closed
FFH
1318
Fairfax Financial Holdings
Ontario, Canada
– -$16.4M -660,000 Closed
JAM
1319
JCIC Asset Management
Ontario, Canada
– -$15.7M -630,495 Closed
CP
1320
Cumberland Partners
Ontario, Canada
– -$15.2M -613,440 Closed
PDN
1321
Pensionfund DSM Netherlands
Netherlands
– -$10.3M -415,650 Closed
1832 Asset Management
1322
1832 Asset Management
Ontario, Canada
– -$10.1M -407,451 Closed
PG
1323
PEAK6 Group
Illinois
– -$8.26K -332,700 Closed
CLM
1324
ClearBridge LLC (Maryland)
Maryland
– -$8.19M -330,000 Closed
Citadel Advisors
1325
Citadel Advisors
Florida
– -$6.8M -273,981 Closed
51 52
53
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