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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 %
SI
126
Sentry Investments
Ontario, Canada
$85.6M +$24.2M +981,600 +39%
WA
127
Wasatch Advisors
Utah
$85.6M +$60.2M +2,443,464 +238%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$83.1M -$3.75M -152,286 -4%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$82.8M -$16.9M -687,228 -17%
Jennison Associates
130
Jennison Associates
New York
$82.5M +$207K +8,397 +0.3%
MG
131
Markel Group
Virginia
$82.4M +$359K +14,556 +0.4%
GC
132
Guggenheim Capital
Illinois
$80.7M +$15.7M +637,368 +24%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$79.2M -$1.03M -41,592 -1%
RL
134
Ruffer LLP
United Kingdom
$78.1M -$68.5M -2,756,319 -47%
DRZID
135
DePrince Race & Zollo Inc (DRZ)
Florida
$77.8M +$7.27M +294,690 +10%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$77.7M +$1.54M +62,619 +2%
BTS
137
BB&T Securities
Virginia
$75.1M -$1.37M -5,568 -2%
LBG
138
Lloyds Banking Group
United Kingdom
$74.8M +$3.87M +157,044 +5%
MIP
139
Mondrian Investment Partners
United Kingdom
$73.4M +$14.7M +598,200 +25%
CBOA
140
Commonwealth Bank of Australia
Australia
$70.2M +$2.69M +109,251 +4%
CIC
141
Chilton Investment Company
Connecticut
$69.9M +$14.5M +588,399 +26%
N
142
Natixis
France
$69.7M -$6.55M -265,671 -9%
Comerica Bank
143
Comerica Bank
Texas
$68.4M +$68.3M +2,772,426 New
Aviva
144
Aviva
United Kingdom
$67.2M +$13M +525,309 +24%
FCAM
145
F&C Asset Management
United Kingdom
$65.7M +$11.3M +458,223 +21%
KIG
146
Kovitz Investment Group
Illinois
$64M +$5.48M +222,183 +9%
ACI
147
AMP Capital Investors
Australia
$63.4M -$2.34M -94,578 -4%
GCM
148
Gabalex Capital Management
New York
$62.9M +$18.5M +750,000 +42%
DC
149
Davenport & Co
Virginia
$62.8M -$199K -8,085 -0.3%
NTCOC
150
Northern Trust Company of Connecticut
Connecticut
$62.5M +$1.98M +80,337 +3%
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