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Walmart Inc
WMT

1,315 hedge funds and large institutions have $73.6B invested in Walmart Inc in 2013 Q2 according to their latest regulatory filings, with 1,315 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.52% more ownership

Funds ownership: 0% → 90.52% (+91%)

2% more call options, than puts

Call options by funds: $896M | Put options by funds: $881M

Holders
1,315
Holders Change
+1,315
Holders Change %
–
% of All Funds
42.92%
Holding in Top 10
99
Holding in Top 10 Change
+99
Holding in Top 10 Change %
% of All Funds
3.23%
New
1,315
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 		Change in
Stake
WA
1226
WealthTrust-Arizona
Arizona
$201K +$207K +8,091 New
Marshall Wace
1227
Marshall Wace
United Kingdom
$201K +$208K +8,100 New
HDIM
1228
Hanson & Doremus Investment Management
Vermont
$197K +$203K +7,938 New
PR
1229
Payden & Rygel
California
$195K +$201K +7,860 New
NES
1230
New England Securities
New York
$187K +$193K +7,521 New
RIA
1231
Regal Investment Advisors
Michigan
$185K +$191K +7,455 New
JIC
1232
Joel Isaacson & Co
New York
$184K +$190K +7,404 New
WCM
1233
Windsor Capital Management
Arizona
$177K +$182K +7,119 New
TSWM
1234
Triangle Securities Wealth Management
North Carolina
$177K +$183K +7,140 New
EWM
1235
Edge Wealth Management
New York
$175K +$179K +6,990 New
JWM
1236
Jacobus Wealth Management
Wisconsin
$173K +$178K +6,954 New
HIM
1237
Hillsdale Investment Management
Ontario, Canada
$171K +$177K +6,900 New
CA
1238
CapWealth Advisors
Tennessee
$168K +$174K +6,771 New
MBT
1239
Monroe Bank & Trust
Michigan
$167K +$172K +6,711 New
HFM
1240
Hartford Financial Management
Connecticut
$162K +$167K +6,528 New
S
1241
SignatureFD
Georgia
$160K +$165K +6,438 New
CW
1242
Cobiz Wealth
Colorado
$156K +$161K +6,300 New
MCM
1243
Matarin Capital Management
New York
$155K +$160K +6,261 New
SHWM
1244
Smith & Howard Wealth Management
Georgia
$151K +$156K +6,075 New
AC
1245
Alexandria Capital
Virginia
$148K +$153K +5,973 New
MDCM
1246
Morgan Dempsey Capital Management
Wisconsin
$140K +$144K +5,625 New
PAS
1247
Partnervest Advisory Services
California
$136K +$140K +5,481 New
MWP
1248
MYCIO Wealth Partners
Pennsylvania
$133K +$138K +5,367 New
TCM
1249
TD Capital Management
Tennessee
$117K +$121K +4,725 New
FNBSF
1250
First National Bank Sioux Falls
South Dakota
$116K +$120K +4,668 New
48 49
50
51 52

WMT Hedge Fund Activity: Q2 2013 in Review

1,315 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2013, worth a combined $73.6B.

Buyers outnumbered sellers: 1,315 funds opened new WMT positions and 0 closed out — a net gain of 1,315 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,315 institutional investors held Walmart Inc (WMT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $73.6B of Walmart Inc stock for Q2 2013.
  • 1,315 funds opened new Walmart Inc positions in Q2 2013 and 0 closed out, a net change of +1,315 holders.

Based on aggregated 13F filings for Q2 2013.