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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
Public Sector Pension Investment Board (PSP Investments)
326
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.7M -$13.3M -522,900 -51%
BF
327
BOK Financial
Oklahoma
$12.7M +$2.08M +81,930 +19%
DBT
328
Dubuque Bank & Trust
Iowa
$12.7M -$69K -2,718 -0.5%
Jacobs Levy Equity Management
329
Jacobs Levy Equity Management
New Jersey
$12.7M -$4.9M -193,140 -28%
Mackenzie Financial
330
Mackenzie Financial
Ontario, Canada
$12.7M -$37.4M -1,473,873 -75%
BIP
331
Brandes Investment Partners
California
$12.6M -$34.3K -1,350 -0.3%
CCM
332
Cadence Capital Management
Massachusetts
$12.5M -$306K -12,039 -2%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M -$362K -14,250 -3%
AB
334
Amalgamated Bank
New York
$12.4M +$4.4M +173,460 +54%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$12.4M -$427K -16,827 -3%
JAM
336
Jupiter Asset Management
United Kingdom
$12.3M +$600K +23,637 +5%
AC
337
Ascend Capital
California
$12.3M +$12.4M +486,912 New
MCM
338
Moon Capital Management
New York
$12.1M -$41.1M -1,619,172 -77%
ACA
339
Anchor Capital Advisors
Massachusetts
$12M -$346K -13,626 -3%
GAM
340
Guinness Asset Management
United Kingdom
$12M +$1.26M +49,680 +12%
KA
341
KLCM Advisors
Wisconsin
$11.9M -$51.4K -2,025 -0.4%
CTC
342
Central Trust Company
Missouri
$11.9M +$539K +21,225 +5%
ANI
343
American National Insurance
Texas
$11.8M
RT
344
Rockland Trust
Massachusetts
$11.7M -$1,000K -39,387 -8%
UB
345
UMB Bank
Missouri
$11.7M +$5.27M +207,669 +81%
Skandinaviska Enskilda Banken (SEB)
346
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M -$227M -8,928,252 -95%
WAM
347
World Asset Management
Michigan
$11.3M -$1.92M -75,702 -14%
LS
348
Livforsakringsbolaget Skandia
Sweden
$11.3M
FM
349
Foster & Motley
Ohio
$11.3M +$988K +38,916 +10%
SAM
350
Securian Asset Management
Minnesota
$11.3M -$177K -6,963 -2%

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.