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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
ANBT
476
American National Bank & Trust
Texas
$6.01M -$769K -30,279 -11%
BC
477
Burney Company
Virginia
$5.95M -$185K -7,290 -3%
PWPCM
478
Perella Weinberg Partners Capital Management
New York
$5.93M +$5.97M +235,137 New
LI
479
Lafayette Investments
Maryland
$5.91M -$1.13M -44,676 -16%
MYAM
480
Meiji Yasuda Asset Management
Japan
$5.81M +$153K +6,045 +3%
CIM
481
Cambria Investment Management
California
$5.81M +$4.42M +173,937 +308%
SB
482
Simmons Bank
Arkansas
$5.8M -$22.4K -882 -0.4%
IA
483
IFP Advisors
Florida
$5.77M +$121K +4,779 +2%
CCC
484
Chelsea Counsel Company
California
$5.7M -$114K -4,500 -2%
JCM
485
Jag Capital Management
Missouri
$5.68M +$5.72M +225,273 New
AAA
486
Adams Asset Advisors
Texas
$5.66M -$93.8K -3,693 -2%
FAAS
487
First Allied Advisory Services
California
$5.65M +$1.18M +46,575 +27%
LIA
488
LS Investment Advisors
Michigan
$5.63M -$1.25M -49,176 -18%
GLA
489
Great Lakes Advisors
Illinois
$5.59M +$4.01M +158,010 +249%
WT
490
Whittier Trust
California
$5.57M +$28.1K +1,107 +0.5%
UR
491
USCA RIA
Texas
$5.55M -$3.56M -140,142 -39%
FPFS
492
First Personal Financial Services
North Carolina
$5.54M +$35.6K +1,401 +0.6%
APFBOT
493
Amica Pension Fund Board of Trustees
Rhode Island
$5.46M
LK
494
Lumbard & Kellner
New Hampshire
$5.44M +$19K +750 +0.3%
PGIM
495
Pacific Global Investment Management
California
$5.44M +$35.8K +1,410 +0.7%
Natixis Advisors
496
Natixis Advisors
Massachusetts
$5.43M -$1.05M -41,289 -16%
BPM
497
Bowling Portfolio Management
Ohio
$5.43M -$634K -24,969 -10%
SAM
498
SignalPoint Asset Management
Missouri
$5.41M -$7.16K -282 -0.1%
CA
499
Callahan Advisors
Texas
$5.38M +$962K +37,875 +22%
VFA
500
Virtus Fund Advisers
Connecticut
$5.38M +$5.26M +207,168 +2,931%

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.