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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
DnB Asset Management
501
DnB Asset Management
Norway
$5.34M -$15.2K -600 -0.3%
B
502
Barings
North Carolina
$5.33M -$3.86M -152,025 -42%
GCAC
503
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.31M +$56.7K +2,235 +1%
RP
504
Rowlandmiller & Partners
Georgia
$5.31M +$10.1K +396 +0.2%
DY
505
Dowling & Yahnke
California
$5.24M +$26.7K +1,053 +0.5%
FG
506
Fiduciary Group
Georgia
$5.24M +$199K +7,839 +4%
NC
507
Northpointe Capital
Michigan
$5.19M +$2.14M +84,273 +69%
CBN
508
Cadence Bank NA
Texas
$5.14M +$47K +1,851 +0.9%
FBC
509
Fairfield, Bush & Co
Connecticut
$5.12M +$394K +15,507 +8%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.11M -$426K -16,788 -8%
BFA
511
Bragg Financial Advisors
North Carolina
$5.11M +$136K +5,355 +3%
CGI
512
Comgest Global Investors
France
$5.07M +$5.1M +201,000 New
FCBT
513
First Citizens Bank & Trust
North Carolina
$5.05M +$1.75M +68,739 +52%
PTC
514
Petrus Trust Company
Texas
$5M
MCM
515
Matarin Capital Management
New York
$4.9M +$2.36M +92,931 +92%
TAM
516
Tiverton Asset Management
Delaware
$4.87M -$1.9M -75,000 -28%
AAM
517
Auxier Asset Management
Oregon
$4.78M -$1.76M -69,300 -27%
BL
518
BCWM LLC
Kansas
$4.77M +$70.7K +2,784 +1%
CAM
519
Carret Asset Management
New York
$4.75M +$541K +21,321 +13%
DC
520
Davenport & Co
Virginia
$4.75M -$1.21M -47,838 -20%
CI
521
Cigna Investments
Connecticut
$4.75M -$449K -17,700 -9%
AWM
522
Altavista Wealth Management
North Carolina
$4.69M -$2.13K -84 -0%
IIC
523
Ironwood Investment Counsel
Arizona
$4.67M
V
524
Veritable
Delaware
$4.64M +$42K +1,656 +0.9%
SFA
525
Sequoia Financial Advisors
Ohio
$4.63M +$387K +15,261 +9%

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.