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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 %
Verition Fund Management
1351
Verition Fund Management
Connecticut
– -$599K -24,111 Closed
HIM
1352
Hermes Investment Management
United Kingdom
– -$574K -23,124 Closed
GDF
1353
Graham & Dodd Fund
New York
– -$436K -17,577 Closed
HFS
1354
Haverford Financial Services
Pennsylvania
– -$398K -16,035 Closed
CWM
1355
Calamos Wealth Management
Illinois
– -$394K -15,885 Closed
JIP
1356
Jaffetilchin Investment Partners
Florida
– -$388K -15,633 Closed
STIA
1357
Stone Toro Investment Advisers
New Jersey
– -$357K -14,400 Closed
HIS
1358
Horizon Investment Services
Indiana
– -$307K -12,348 Closed
VAM
1359
Visium Asset Management
New York
– -$280K -11,250 Closed
Tudor Investment Corp
1360
Tudor Investment Corp
Connecticut
– -$276K -11,100 Closed
BIG
1361
Blackthorn Investment Group
Kansas
– -$260K -10,485 Closed
RW
1362
Rand Wealth
Maryland
– -$251K -10,125 Closed
I2I
1363
Insight 2811 Inc
Illinois
– -$243K -9,786 Closed
CHFS
1364
Cobble Hill Financial Services
New Jersey
– -$238K -9,600 Closed
PCM
1365
Palisade Capital Management
New Jersey
– -$231K -9,300 Closed
PCM
1366
Princeton Capital Management
New Jersey
– -$230K -9,273 Closed
DS
1367
DRW Securities
Illinois
– -$203K -8,193 Closed
TSWM
1368
Triangle Securities Wealth Management
North Carolina
– -$177K -7,140 Closed
CW
1369
Cobiz Wealth
Colorado
– -$156K -6,300 Closed
MCM
1370
Matarin Capital Management
New York
– -$155K -6,261 Closed
HF
1371
Hoxton Financial
West Virginia
– -$78K -3,150 Closed
OWP
1372
Obermeyer Wealth Partners
Colorado
– -$67K -2,682 Closed
SMA
1373
Simply Money Advisors
Ohio
– -$26K -1,053 Closed
BC
1374
Brookfield Corp
Ontario, Canada
– -$223K -900 Closed
BWM
1375
Baystate Wealth Management
Massachusetts
– -$18K -732 Closed
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