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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 %
KBC Group
201
KBC Group
Belgium
$36.8M -$8.4M -340,782 -19%
SRIM
202
Saratoga Research & Investment Management
California
$36.1M +$193K +7,821 +0.5%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$36M +$1.21M +48,777 +3%
Nuveen Asset Management
204
Nuveen Asset Management
Illinois
$35.4M +$682K +27,660 +2%
GT
205
Glenmede Trust
Pennsylvania
$35.3M +$4.52M +183,426 +15%
MSA
206
Mason Street Advisors
Wisconsin
$35M +$1.43M +58,071 +4%
CI
207
Cincinnati Insurance
Ohio
$34.9M – – –
HT
208
HAP Trading
New York
$34.8M +$7.02M +284,862 +25%
AG
209
Aperio Group
California
$34M +$3.45M +139,839 +11%
SNC
210
Stifel Nicolaus & Co
Missouri
$33.5M +$1.52M +61,467 +5%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$33.4M -$4.39M -178,068 -12%
RJA
212
Raymond James & Associates
Florida
$33.3M +$5.14M +208,380 +18%
PP
213
Prospector Partners
Connecticut
$33.3M +$148K +6,000 +0.4%
KCM
214
Kornitzer Capital Management
Kansas
$32.6M +$189K +7,650 +0.6%
VFAM
215
Valley Forge Asset Management
Pennsylvania
$32.1M +$5.68M +230,229 +21%
EIM
216
ExxonMobil Investment Management
Texas
$32M -$1.66M -67,515 -5%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$31.3M -$55M -2,231,538 -64%
WHG
218
Westwood Holdings Group
Texas
$31.2M +$4.47M +181,200 +17%
BCM
219
Becker Capital Management
Oregon
$30.7M +$1.34M +54,405 +5%
GF
220
Gabelli Funds
New York
$30.7M -$1.52M -61,500 -5%
WM
221
WS Management
Florida
$30.3M -$7.4M -300,000 -20%
Nomura Holdings
222
Nomura Holdings
Japan
$30M +$8.18M +331,662 +37%
GH
223
GAM Holding
Switzerland
$30M -$5.35M -216,981 -15%
TAM
224
Tiverton Asset Management
Delaware
$29.6M – – –
OTPPB
225
Ontario Teachers' Pension Plan Board
Ontario, Canada
$29.5M +$432K +17,541 +1%
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