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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
LDB
451
Lee, Danner & Bass
Tennessee
$6.96M -$37.4K -1,473 -0.5%
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$6.93M -$76.2K -3,000 -1%
Squarepoint
453
Squarepoint
New York
$6.91M -$1.82M -71,658 -21%
HC
454
Henshaw Capital
Massachusetts
$6.87M
3C
455
361 Capital
Colorado
$6.81M +$6.86M +270,108 New
PL
456
Parthenon LLC
Kentucky
$6.79M -$4.95K -195 -0.1%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$6.79M +$5.36M +211,116 +364%
CIP
458
Convergence Investment Partners
Florida
$6.76M -$524K -20,655 -7%
NI
459
Nepsis Inc
Minnesota
$6.73M +$6.78M +266,958 New
OPCM
460
Osborne Partners Capital Management
California
$6.61M -$5.41K -213 -0.1%
FNT
461
First Nebraska Trust
Nebraska
$6.59M -$62.8K -2,475 -0.9%
MERSOM
462
Municipal Employees' Retirement System of Michigan
Michigan
$6.53M +$214K +8,430 +3%
FNBT
463
FineMark National Bank & Trust
Florida
$6.48M +$1.7M +66,864 +35%
PSUF
464
People's United Financial
Connecticut
$6.47M +$512K +20,181 +9%
Daiwa Securities Group
465
Daiwa Securities Group
Japan
$6.44M +$89.9K +3,540 +1%
CA
466
Cornerstone Advisors
North Carolina
$6.42M
EAM
467
Eagle Asset Management
Florida
$6.33M +$2.21M +87,147 +53%
DWM
468
Dorchester Wealth Management
Quebec, Canada
$6.32M -$129K -5,100 -2%
SCM
469
Stevens Capital Management
Pennsylvania
$6.3M +$6.34M +249,780 New
I
470
IberiaBank
Louisiana
$6.13M +$109K +4,308 +2%
RJT
471
Raymond James Trust
Florida
$6.11M +$71.4K +2,811 +1%
GLRA
472
Gerald L. Ray & Associates
Texas
$6.09M
BRCM
473
Bright Rock Capital Management
Massachusetts
$6.05M
FTC
474
Farmers Trust Company
Ohio
$6.03M -$144K -5,673 -2%
AC
475
AFAM Capital
Texas
$6.03M +$208K +8,211 +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.