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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
FCI
351
Financial Counselors Inc
Kansas
$11.2M -$252K -9,921 -2%
HT
352
HighTower Trust
Texas
$11.1M -$293K -11,535 -3%
IG
353
ING Group
Netherlands
$11.1M +$11.2M +440,580 New
CIM
354
Chiron Investment Management
New York
$11.1M +$11.2M +440,400 New
DCM
355
Dupont Capital Management
Delaware
$11.1M +$633K +24,936 +6%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$11M -$1.17M -46,200 -10%
TSW
357
Thompson Siegel & Walmsley
Virginia
$10.8M -$85.7K -3,375 -0.8%
LCM
358
Laurion Capital Management
New York
$10.8M +$9.22M +363,000 +560%
ABTD
359
Arvest Bank Trust Division
Oklahoma
$10.8M -$416K -16,383 -4%
PR
360
Payden & Rygel
California
$10.7M
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$10.7M +$343K +13,518 +3%
LIC
362
Lodestar Investment Counsel
Illinois
$10.6M +$452K +17,796 +4%
LHC
363
Levy Harkins & Co
New York
$10.6M -$228K -8,985 -2%
TCM
364
Twin Capital Management
Pennsylvania
$10.6M +$2.01M +79,200 +23%
GT
365
Glenview Trust
Kentucky
$10.6M +$249K +9,792 +2%
SG Americas Securities
366
SG Americas Securities
New York
$10.5M -$44.3M -1,743,144 -81%
BAM
367
Berkshire Asset Management
Pennsylvania
$10.5M +$152K +5,982 +1%
Flossbach Von Storch
368
Flossbach Von Storch
Germany
$10.5M +$2.63M +103,404 +33%
DAM
369
Delta Asset Management
Tennessee
$10.4M +$38.3K +1,509 +0.4%
PP
370
Paloma Partners
Connecticut
$10.4M +$4.27M +168,273 +69%
SF
371
Synovus Financial
Georgia
$10.4M +$2.87M +113,106 +38%
SMDAM
372
Sumitomo Mitsui DS Asset Management
Japan
$10.3M -$532K -20,943 -5%
TH
373
TCTC Holdings
Texas
$10.3M -$88.5K -3,486 -0.9%
GMI
374
Greystone Managed Investments
Saskatchewan, Canada
$10.2M -$348K -13,710 -3%
BTS
375
BB&T Securities
Virginia
$10.2M +$3.02M +119,043 +42%

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.