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
JP Morgan Chase
26
JP Morgan Chase
New York
$437M +$106M +4,178,697 +32%
AllianceBernstein
27
AllianceBernstein
Tennessee
$435M +$131M +5,149,266 +43%
AL
28
AJO LP
Pennsylvania
$421M -$19.6M -770,511 -4%
UBS AM
29
UBS AM
Illinois
$413M +$49.3M +1,942,431 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$412M -$46.6M -1,836,492 -10%
Deutsche Bank
31
Deutsche Bank
Germany
$408M -$49.2M -1,939,248 -11%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$404M +$44.7M +1,761,000 +12%
Prudential Financial
33
Prudential Financial
New Jersey
$392M -$5.2M -204,792 -1%
Pzena Investment Management
34
Pzena Investment Management
New York
$389M +$1.47M +57,894 +0.4%
Renaissance Technologies
35
Renaissance Technologies
New York
$383M +$1.5M +59,100 +0.4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$367M +$4.39M +172,812 +1%
PPA
37
Parametric Portfolio Associates
Washington
$362M +$121M +4,753,383 +50%
LSV Asset Management
38
LSV Asset Management
Illinois
$353M +$5.57M +219,477 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$350M -$30.5M -1,200,222 -8%
Principal Financial Group
40
Principal Financial Group
Iowa
$315M -$4.28M -168,570 -1%
Franklin Resources
41
Franklin Resources
California
$302M -$24M -943,854 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$302M -$3.99M -157,200 -1%
HMP
43
HS Management Partners
New York
$266M +$15.3M +604,125 +6%
ClearBridge Investments
44
ClearBridge Investments
New York
$262M -$599K -23,577 -0.2%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$259M -$40.1M -1,579,005 -13%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$254M -$10.4M -408,801 -4%
CA
47
Cullinan Associates
Kentucky
$250M -$3.55M -139,896 -1%
UBS Group
48
UBS Group
Switzerland
$247M +$6.6M +259,860 +3%
TA
49
Teachers Advisors
New York
$247M +$22.2M +873,249 +10%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$235M +$10.9M +431,265 +5%

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.