We are live on ! Find out more
WMT icon

Walmart Inc

1,554 hedge funds and large institutions have $68.3B invested in Walmart Inc in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 634 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 69

5% more capital invested

Capital invested by funds: $65.1B → $68.3B (+$3.26B)

3% more funds holding

Funds holding: 1,5121,554 (+42)

1.73% more ownership

Funds ownership: 88.11%89.83% (+1.7%)

1% more funds holding in top 10

Funds holding in top 10: 7071 (+1)

5% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 634

10% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.24B

Holders
1,554
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.74%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
634
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
251
Factory Mutual Insurance
Massachusetts
$21.8M
SCM
252
SKBA Capital Management
California
$21.7M -$2.92M -115,200 -12%
EIM
253
ExxonMobil Investment Management
Texas
$21.5M -$3.87M -152,394 -15%
Public Employees Retirement Association of Colorado
254
Public Employees Retirement Association of Colorado
Colorado
$21.4M -$166K -6,531 -0.8%
Lazard Asset Management
255
Lazard Asset Management
New York
$21.2M +$2.92M +115,041 +16%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$20.5M -$1.01M -39,894 -5%
CIC
257
Crawford Investment Counsel
Georgia
$20.5M -$883K -34,791 -4%
Balyasny Asset Management
258
Balyasny Asset Management
Illinois
$20.3M -$157M -6,203,865 -89%
URS
259
Utah Retirement Systems
Utah
$20.2M -$784K -30,900 -4%
SOADOR
260
State of Alaska Department of Revenue
Alaska
$20.1M +$536K +21,120 +3%
JCM
261
Janney Capital Management
Pennsylvania
$19.8M -$409K -16,119 -2%
CCT
262
Country Club Trust
Missouri
$19.8M +$95.7K +3,768 +0.5%
NAM
263
NorthCoast Asset Management
Connecticut
$19.7M -$2.29M -90,270 -10%
UCFA
264
United Capital Financial Advisors
Texas
$19.6M +$983K +38,727 +5%
LPL Financial
265
LPL Financial
California
$19.3M +$17.8M +700,467 +1,090%
JIR
266
James Investment Research
Ohio
$19.2M +$919K +36,204 +5%
CAM
267
Capstone Asset Management
Texas
$19.1M -$2.02M -79,488 -10%
GCM
268
Gabalex Capital Management
New York
$18.9M -$7.62M -300,000 -29%
CB
269
Commerce Bank
Missouri
$18.7M -$586K -23,067 -3%
KCM
270
Kornitzer Capital Management
Kansas
$18.6M -$2.94M -115,773 -14%
WIC
271
Willis Investment Counsel
Georgia
$18.5M +$4.41M +173,700 +31%
CHP
272
Castle Hook Partners
New York
$18.5M +$18.6M +731,883 New
Mitsubishi UFJ Asset Management
273
Mitsubishi UFJ Asset Management
Japan
$18.4M -$1.96M -77,247 -10%
B
274
BP
United Kingdom
$18.2M +$7.01M +276,000 +62%
Brown Advisory
275
Brown Advisory
Maryland
$18.1M +$8.77M +345,465 +93%

WMT Hedge Fund Activity: Q2 2017 in Review

1,554 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2017, worth a combined $68.3B — up 5% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new WMT positions and 69 closed out — a net gain of 57 holders — while 600 added to existing stakes and 634 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $427M. The largest seller was Bank of America, cutting an estimated $311M.

  • 1,554 institutional investors held Walmart Inc (WMT) as of Q2 2017, up from 1,512 in Q1 2017.
  • Funds reported $68.3B of Walmart Inc stock for Q2 2017, up 5% quarter-over-quarter.
  • 126 funds opened new Walmart Inc positions in Q2 2017 and 69 closed out, a net change of +57 holders.
  • The largest Walmart Inc buyer in Q2 2017 was Fidelity Investments, an estimated $427M added.
  • The largest Walmart Inc seller in Q2 2017 was Bank of America, an estimated $311M sold.

Based on aggregated 13F filings for Q2 2017.