We are live on ! Find out more
WMT icon

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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$7.53M +$418K +16,449 +6%
MCM
427
Monarch Capital Management
Indiana
$7.52M -$353K -13,920 -4%
MAM
428
Marketfield Asset Management
New York
$7.49M -$1.02M -40,341 -12%
LBC
429
Lowe Brockenbrough & Co
Virginia
$7.43M -$13.3K -525 -0.2%
HA
430
Hamel Associates
New Jersey
$7.43M +$36.2K +1,425 +0.5%
AIL
431
AGF Investments LLC
Ontario, Canada
$7.43M +$454K +17,901 +6%
ACC
432
Accident Compensation Corp
New Zealand
$7.38M -$381K -15,000 -5%
WCMN
433
Westchester Capital Management (Nebraska)
Nebraska
$7.36M +$83K +3,270 +1%
LMGAM
434
Liberty Mutual Group Asset Management
Massachusetts
$7.33M +$1.12M +44,103 +18%
GAM
435
Griffin Asset Management
New York
$7.27M +$7.32M +288,354 New
CIC
436
Cornercap Investment Counsel
Georgia
$7.21M -$457K -18,009 -6%
KRS
437
Kentucky Retirement Systems
Kentucky
$7.17M -$141K -5,568 -2%
SGI
438
Summit Global Investments
Utah
$7.14M -$839K -33,066 -10%
FWIA
439
Fort Washington Investment Advisors
Ohio
$7.13M +$570K +22,443 +9%
GIM
440
Goelzer Investment Management
Indiana
$7.13M +$125K +4,911 +2%
NFA
441
Nuveen Fund Advisors
Illinois
$7.13M +$1M +39,510 +16%
IIM
442
Intact Investment Management
Quebec, Canada
$7.09M -$2.44M -96,300 -26%
NLGIA
443
Nippon Life Global Investors Americas
New York
$7.07M +$2.04M +80,340 +40%
FBP
444
Flippin Bruce & Porter
Virginia
$7.06M -$910K -35,853 -11%
DADC
445
D.A. Davidson & Co
Montana
$7.04M +$21.9K +861 +0.3%
GF
446
Gabelli Funds
New York
$7.04M
TF
447
TIAA FSB
Florida
$7.03M +$7.07M +278,559 New
FNT
448
First National Trust
Pennsylvania
$7.02M +$206K +8,106 +3%
GWM
449
Geneos Wealth Management
Colorado
$7.02M +$694K +27,327 +11%
VHAM
450
Van Hulzen Asset Management
California
$7.01M +$262K +10,335 +4%

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.