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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 %
RCM
176
Riverhead Capital Management
Delaware
$46.9M -$3.55M -144,000 -7%
SWITC
177
Stewart West Indies Trading Company
Colorado
$45.9M – – –
TAM
178
Tocqueville Asset Management
New York
$45.4M -$831K -33,696 -2%
HFS
179
HL Financial Services
Kentucky
$45.2M +$451K +18,312 +1%
Los Angeles Capital Management
180
Los Angeles Capital Management
California
$44.2M +$3.06M +123,993 +7%
ELC
181
Edgar Lomax Company
Virginia
$44.1M -$4M -162,150 -8%
FQ
182
First Quadrant
California
$44.1M -$96.1K -3,900 -0.2%
ARC
183
Absolute Return Capital
Massachusetts
$43.3M +$11.5M +466,845 +36%
Luther King Capital Management (LKCM)
184
Luther King Capital Management (LKCM)
Texas
$43.3M -$1.15M -46,518 -3%
AIG
185
American International Group
New York
$43.1M -$14.3M -581,031 -25%
IG
186
ING Group
Netherlands
$43M -$2.71M -109,980 -6%
SAM
187
Shell Asset Management
Netherlands
$42.3M -$172K -6,972 -0.4%
UOC
188
UBS O'Connor
Illinois
$41.7M -$9.75M -395,352 -19%
SIA
189
Sit Investment Associates
Minnesota
$41.3M -$983K -39,885 -2%
TSU
190
TD Securities (USA)
New York
$41.2M -$97.3K -3,948 -0.2%
MNA
191
Manning & Napier Advisors
New York
$41M -$1.17M -47,439 -3%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.1M -$1.57M -63,600 -4%
Bessemer Group
193
Bessemer Group
New Jersey
$40.1M +$35.8M +1,450,398 +823%
ERSOT
194
Employees Retirement System of Texas
Texas
$39.6M +$5.87M +238,200 +17%
CBCM
195
Cook & Bynum Capital Management
Alabama
$39.2M +$4.05M +164,367 +12%
B
196
Baird
Wisconsin
$38.6M +$30M +1,215,741 +348%
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.3M +$8.94M +362,700 +31%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$38.1M -$173K -7,020 -0.5%
HCM
199
Highbridge Capital Management
New York
$38M +$7.44M +301,614 +24%
LSV Asset Management
200
LSV Asset Management
Illinois
$37M +$4.06M +164,850 +12%
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