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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
NIA
401
Northstar Investment Advisors
Colorado
$8.65M -$14.7K -579 -0.2%
AG
402
Advisor Group
Arizona
$8.64M +$793K +31,227 +10%
First Manhattan
403
First Manhattan
New York
$8.61M -$13.3K -525 -0.2%
CFB
404
Cullen/Frost Bankers
Texas
$8.55M +$162K +6,381 +2%
Mariner
405
Mariner
Kansas
$8.47M -$1.14M -45,054 -12%
HHC
406
Hutchin Hill Capital
New York
$8.41M +$7.54M +297,000 +818%
CICI
407
Capital Investment Counsel Inc
North Carolina
$8.41M -$235K -9,252 -3%
CG
408
Clinton Group
New York
$8.4M +$6.99M +275,415 +480%
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$8.36M +$8.41M +331,416 New
COPPSERS
410
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.3M -$150K -5,892 -2%
TFA
411
Transamerica Financial Advisors
Florida
$8.28M -$2.9M -114,114 -26%
GG
412
Greenwood Gearhart
Arkansas
$8.2M -$965K -37,995 -10%
WBC
413
Westpac Banking Corp
Australia
$8.11M -$37M -1,455,741 -82%
BCM
414
Barometer Capital Management
Ontario, Canada
$8.05M +$8.1M +319,200 New
WCM
415
Wedge Capital Management
North Carolina
$8.03M -$455K -17,931 -5%
FA
416
Financial Advantage
Maryland
$8.03M +$9.14K +360 +0.1%
CCT
417
Chemung Canal Trust
New York
$8M +$2.72M +107,019 +51%
CIC
418
Cutler Investment Counsel
Oregon
$7.94M +$108K +4,245 +1%
GL
419
GLG LLC
New York
$7.94M -$865K -34,068 -10%
SIRP
420
Shelter Insurance Retirement Plan
Missouri
$7.89M -$1.99M -78,300 -20%
LKIM
421
Lawson Kroeker Investment Management
Nebraska
$7.77M -$10.7K -423 -0.1%
WA
422
Wasatch Advisors
Utah
$7.75M -$4.17M -164,085 -35%
NEI
423
Northwest & Ethical Investments
Ontario, Canada
$7.72M +$1.02M +40,158 +15%
SBIA
424
Sheaff Brock Investment Advisors
Indiana
$7.59M +$116K +4,554 +2%
RC
425
RBF Capital
California
$7.57M +$6.09M +240,000 +400%

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.