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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
TBA
376
Tower Bridge Advisors
Pennsylvania
$10.1M +$142K +5,592 +1%
CSIC
377
Clifford Swan Investment Counsel
California
$10M +$17.7K +699 +0.2%
HFS
378
HL Financial Services
Kentucky
$9.81M -$204K -8,052 -2%
CBT
379
Capital Bank & Trust
California
$9.78M +$9.85M +387,828 New
SMI
380
Shelter Mutual Insurance
Missouri
$9.77M
BCM
381
Buckhead Capital Management
Georgia
$9.73M +$387K +15,246 +4%
Fuller & Thaler Asset Management
382
Fuller & Thaler Asset Management
California
$9.71M -$373K -14,700 -4%
OC
383
Oppenheimer & Co
New York
$9.61M +$449K +17,679 +5%
MA
384
MUFG Americas
New York
$9.51M -$37.2K -1,467 -0.4%
AMI
385
Amica Mutual Insurance
Rhode Island
$9.47M
MA
386
Montag & Associates
Georgia
$9.45M +$4.04M +159,162 +74%
SFG
387
Sather Financial Group
Texas
$9.37M -$331K -13,026 -3%
PG
388
PEAK6 Group
Illinois
$9.25M +$9.31M +366,720 New
NIT
389
NumerixS Investment Technologies
British Columbia, Canada
$9.19M +$6.82M +268,527 +280%
TIAAOA
390
Teachers Insurance & Annuity Association of America
New York
$9.17M -$5.7M -224,400 -38%
SIM
391
Sentry Investment Management
Wisconsin
$9.09M +$92.9K +3,660 +1%
MLM
392
Mount Lucas Management
Pennsylvania
$9.08M +$21.1K +831 +0.2%
HIC
393
Hartline Investment Corp
Illinois
$8.99M -$21.7K -855 -0.2%
SCM
394
Sterling Capital Management
North Carolina
$8.96M +$6.02M +237,309 +201%
WF
395
Welch & Forbes
Massachusetts
$8.88M +$10.4K +408 +0.1%
FHA
396
First Horizon Advisors
Tennessee
$8.87M +$166K +6,546 +2%
MAM
397
Meeder Asset Management
Ohio
$8.77M -$941K -37,062 -10%
WG
398
Winton Group
United Kingdom
$8.77M -$14.2M -559,860 -62%
RC
399
RegentAtlantic Capital
New Jersey
$8.74M -$190K -7,488 -2%
JGUA
400
John G. Ullman & Associates
New York
$8.66M -$123K -4,857 -1%

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.