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Walmart
WMT

Overview Fund Activity

1,314 hedge funds and large institutions have $73.5B invested in Walmart in 2013 Q2 according to their latest regulatory filings, with 1,314 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+1,314
Holders Change %
–
% of All Funds
42.9%
Holding in Top 10
98
Holding in Top 10 Change
+98
Holding in Top 10 Change %
%
% of All Funds
3.2%
New
1,314
Increased
–
Reduced
–
Closed
–
Calls
$896M
Puts
$881M
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1126
ALPS Advisors
Colorado
$326K +$326K +13,110 New
TIM
1127
Tortoise Investment Management
New York
$326K +$326K +13,125 New
TIC
1128
Trees Investment Counsel
Illinois
$326K +$326K +13,125 New
SCA
1129
Salient Capital Advisors
Texas
$326K +$326K +13,149 New
WA
1130
WealthTrust Axiom
Pennsylvania
$325K +$325K +13,125 New
TAM
1131
Trillium Asset Management
Massachusetts
$324K +$324K +13,050 New
PMFA
1132
Plante Moran Financial Advisors
Michigan
$324K +$324K +13,056 New
PCA
1133
Private Capital Advisors
Connecticut
$324K +$324K +13,065 New
EWA
1134
Exencial Wealth Advisors
Oklahoma
$317K +$317K +12,366 New
MA
1135
MCF Advisors
Kentucky
$317K +$317K +12,456 New
MGIA
1136
Moneta Group Investment Advisors
Missouri
$317K +$317K +12,771 New
PWM
1137
ParenteBeard Wealth Management
Pennsylvania
$314K +$314K +12,627 New
AIM
1138
Arcadia Investment Management
Michigan
$314K +$314K +12,630 New
NAM
1139
NTV Asset Management
West Virginia
$310K +$310K +12,495 New
HIS
1140
Horizon Investment Services
Indiana
$307K +$307K +12,348 New
CK
1141
Carnick & Kubik
Colorado
$305K +$305K +12,300 New
HCMNY
1142
Howard Capital Management (New York)
New York
$303K +$303K +12,216 New
PFP
1143
Pinnacle Financial Partners
Tennessee
$302K +$302K +12,147 New
WCBA
1144
Weaver C. Barksdale & Associates
Tennessee
$302K +$302K +12,162 New
AF
1145
Allworth Financial
California
$301K +$301K +12,120 New
OAM
1146
Oberweis Asset Management
Illinois
$301K +$301K +12,141 New
ISB
1147
Iowa State Bank
Iowa
$300K +$300K +12,096 New
JAMONY
1148
Jacob Asset Management of New York
California
$298K +$298K +12,000 New
NFG
1149
Nadler Financial Group
Illinois
$298K +$298K +12,000 New
PGCM
1150
Prescott Group Capital Management
Oklahoma
$298K +$298K +12,000 New
44 45
46
47 48