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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
HIMC
276
Heritage Investors Management Corp
Maryland
$17.9M -$101K -3,990 -0.6%
CPSAC
277
Chas P. Smith & Associates (CPS)
Florida
$17.8M +$472K +18,585 +3%
HCM
278
Highbridge Capital Management
New York
$17.4M +$17.5M +690,741 New
DA
279
Denali Advisors
California
$17.4M -$2.19M -86,400 -11%
HCM
280
Horan Capital Management
Maryland
$17.4M -$80K -3,150 -0.5%
AII
281
AGF Investments Inc
Ontario, Canada
$17.2M -$3.66M -144,282 -17%
HP
282
Hosking Partners
United Kingdom
$17M +$17.1M +675,246 New
CIBC World Market
283
CIBC World Market
Ontario, Canada
$16.8M +$16.9M +666,666 New
Macquarie Group
284
Macquarie Group
Australia
$16.8M +$3.89M +153,387 +30%
HCM
285
Huber Capital Management
California
$16.6M +$2.6M +102,300 +18%
ZIG
286
Zurich Insurance Group
Switzerland
$16.4M +$161K +6,333 +1%
VWM
287
Valley Wealth Managers
New Jersey
$16.3M +$133K +5,220 +0.8%
DILIC
288
Dai-ichi Life Insurance Company
Japan
$16.3M +$2.08M +81,750 +15%
CWP
289
Capital Wealth Planning
Florida
$16.2M +$16.1M +632,889 +6,426%
NIM
290
Nexus Investment Management
Ontario, Canada
$16.1M +$60.9K +2,400 +0.4%
IC
291
InterOcean Capital
Illinois
$16M -$231K -9,096 -1%
JG
292
Jefferies Group
New York
$16M +$15.6M +613,869 +2,846%
NB
293
Norinchukin Bank
Japan
$15.8M +$206K +8,118 +1%
FFIC
294
First Fiduciary Investment Counsel
Ohio
$15.8M -$7.08M -278,889 -31%
MSA
295
Mason Street Advisors
Wisconsin
$15.5M -$236K -9,279 -1%
Creative Planning
296
Creative Planning
Kansas
$15.5M -$171K -6,726 -1%
ERSOT
297
Employees Retirement System of Texas
Texas
$15.4M -$228K -9,000 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
298
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M +$15.3M +604,476 New
SW
299
SVB Wealth
Massachusetts
$15.2M +$7.82M +308,226 +105%
PAMP
300
Polar Asset Management Partners
Ontario, Canada
$15.1M +$15.2M +600,000 New

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.