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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 %
ASRS
151
Arizona State Retirement System
Arizona
$61M -$673K -27,300 -1%
TPSF
152
Texas Permanent School Fund
Texas
$59.9M -$2.28M -92,457 -4%
TG
153
TCW Group
California
$59.5M +$33.3K +1,350 +0.1%
FPP
154
Findlay Park Partners
United Kingdom
$58.9M +$58.9M +2,389,980 New
VOYA Investment Management
155
VOYA Investment Management
Georgia
$58.7M -$3.72M -150,804 -6%
SAM
156
Sawgrass Asset Management
Florida
$57.5M -$1.41M -57,057 -2%
RFS
157
Rockefeller Financial Services
New York
$57M +$856K +34,737 +2%
VRS
158
Virginia Retirement Systems
Virginia
$56.1M -$16.6M -675,201 -23%
PAM
159
Panagora Asset Management
Massachusetts
$56M -$4.03M -163,632 -7%
SB
160
Suntrust Banks
Georgia
$55.9M -$2.39M -96,768 -4%
CCMH
161
Cornerstone Capital Management Holdings
New York
$55.8M -$1.85M -74,841 -3%
AC
162
Alleghany Corporation
New York
$54.4M +$51.8M +2,100,000 +2,000%
SOMRS
163
State of Michigan Retirement System
Michigan
$54.1M +$1.24M +50,100 +2%
NFA
164
Nationwide Fund Advisors
Ohio
$53.7M -$20.9M -846,063 -28%
RFC
165
Regions Financial Corp
Alabama
$53.2M -$37.1K -1,503 -0.1%
FMI
166
Factory Mutual Insurance
Massachusetts
$52.7M – – –
SG Americas Securities
167
SG Americas Securities
New York
$52.5M -$40.1M -1,626,276 -43%
CFC
168
Cincinnati Financial Corp
Ohio
$52M – – –
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$51.3M -$3.83M -155,337 -7%
KCM
170
Kames Capital Management
United Kingdom
$50.7M +$48.3M +1,957,380 +1,972%
Pzena Investment Management
171
Pzena Investment Management
New York
$50.7M +$50.1M +2,031,375 +8,265%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$50.1M +$1.63M +66,021 +3%
IRF
173
IBM Retirement Fund
New York
$49.3M -$7.25M -293,934 -13%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$48M -$163K -6,600 -0.3%
CCM
175
Check Capital Management
California
$47.5M +$4.82M +195,513 +11%
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