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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
HAM
526
Highstreet Asset Management
Ontario, Canada
$4.56M +$1.49M +58,785 +48%
FA
527
FDx Advisors
Illinois
$4.54M -$697K -27,459 -13%
SLI
528
Sumitomo Life Insurance
Japan
$4.52M +$192K +7,545 +4%
AIC
529
Argus Investors Counsel
New York
$4.45M +$194K +7,623 +5%
ACP
530
Ashfield Capital Partners
California
$4.43M +$2.05M +80,676 +85%
WCM
531
Wallace Capital Management
Texas
$4.42M -$50.8K -2,001 -1%
MML Investors Services
532
MML Investors Services
Massachusetts
$4.38M -$256K -10,065 -5%
Pacer Advisors
533
Pacer Advisors
Pennsylvania
$4.35M +$166K +6,522 +4%
FT
534
Fiduciary Trust
Massachusetts
$4.35M -$382K -15,063 -8%
WPC
535
Waters Parkerson & Co
Louisiana
$4.31M -$233K -9,174 -5%
NIMC
536
NWQ Investment Management Company
California
$4.31M
SI
537
SII Investments
Wisconsin
$4.29M +$1.74M +68,484 +67%
TU
538
TDAM USA
Ontario, Canada
$4.26M -$209K -8,217 -5%
PA
539
Profund Advisors
Maryland
$4.23M +$591K +23,268 +16%
PWM
540
Patriot Wealth Management
Texas
$4.22M +$123K +4,857 +3%
MIM
541
Marco Investment Management
Georgia
$4.2M +$335K +13,200 +9%
FTIOP
542
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.18M +$785K +30,933 +23%
DIS
543
Diversified Investment Strategies
Louisiana
$4.15M -$22.8K -900 -0.5%
SFA
544
Staton Financial Advisors
North Carolina
$4.05M -$77.6K -3,057 -2%
CCA
545
Catalyst Capital Advisors
New York
$4.04M -$402K -15,834 -9%
MWNA
546
Marshall Wace North America
New York
$4.02M +$3.82M +150,303 +1,763%
LA
547
Lynch & Associates
Indiana
$4M +$202K +7,968 +5%
CC
548
Cognios Capital
Kansas
$3.98M +$2.24M +88,125 +127%
JAM
549
Jolley Asset Management
North Carolina
$3.95M +$52.5K +2,070 +1%
CMBA
550
C.M. Bidwell & Associates
Hawaii
$3.94M

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.