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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
SC
301
Shellback Capital
Massachusetts
$15.1M +$15.2M +600,000 New
DIA
302
Davidson Investment Advisors
Montana
$14.9M -$1.22M -48,096 -8%
AF
303
Ally Financial
Michigan
$14.8M
ACM
304
Azimuth Capital Management
Michigan
$14.7M +$80.7K +3,180 +0.5%
Jane Street
305
Jane Street
New York
$14.7M -$50.3M -1,981,224 -77%
HNB
306
Huntington National Bank
Ohio
$14.6M -$1.25M -49,365 -8%
GIA
307
Granite Investment Advisors
New Hampshire
$14.5M -$999K -39,363 -7%
SC
308
Scotia Capital
Ontario, Canada
$14.4M +$1.62M +63,864 +13%
Fidelity International
309
Fidelity International
Bermuda
$14.3M +$14.4M +566,415 New
PFM
310
Parsec Financial Management
North Carolina
$14.2M +$132K +5,193 +0.9%
LTFS
311
Ladenburg Thalmann Financial Services
Florida
$14.1M +$1.98M +78,120 +16%
OTPPB
312
Ontario Teachers' Pension Plan Board
Ontario, Canada
$14.1M +$4.59M +180,972 +48%
SIC
313
Salem Investment Counselors
North Carolina
$13.7M +$866K +34,104 +7%
MOACM
314
Mutual of America Capital Management
New York
$13.6M -$160K -6,291 -1%
DWM
315
Doyle Wealth Management
Florida
$13.5M +$1.06M +41,625 +8%
MIS
316
Morningstar Investment Services
Illinois
$13.4M +$194K +7,647 +1%
BMO
317
Beck Mack & Oliver
New York
$13.4M -$16.1K -636 -0.1%
ACPU
318
Arrowgrass Capital Partners (US)
Delaware
$13.4M -$5.95M -234,225 -31%
PP
319
Palladium Partners
Virginia
$13.4M +$91.3K +3,597 +0.7%
HPC
320
HM Payson & Co
Maine
$13.2M -$1.07M -42,339 -7%
GHA
321
GW Henssler & Associates
Georgia
$13M +$199K +7,854 +2%
FIM
322
Frontier Investment Management
Texas
$13M +$13.1M +514,644 New
HA
323
Heartland Advisors
Wisconsin
$12.9M -$233K -9,165 -2%
LIM
324
Lathrop Investment Management
Arkansas
$12.8M +$3.59M +141,252 +39%
GP
325
GLG Partners
United Kingdom
$12.8M +$12.8M +505,791 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.