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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
HSA
551
Hussman Strategic Advisors
Maryland
$3.91M -$7.62K -300 -0.2%
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
$3.91M -$80K -3,150 -2%
TA
553
Tiedemann Advisors
New York
$3.91M +$399K +15,711 +11%
ST
554
Sentinel Trust
Texas
$3.88M +$447K +17,610 +13%
FAB
555
First American Bank
Illinois
$3.88M -$2.21K -87 -0.1%
LSC
556
Lesa Sroufe & Co
Washington
$3.86M -$60.8K -2,394 -2%
WB
557
WesBanco Bank
West Virginia
$3.83M +$109K +4,296 +3%
HKIM
558
Hayek Kallen Investment Management
Alabama
$3.82M -$6.55K -258 -0.2%
AP
559
AHL Partners
United Kingdom
$3.8M +$428K +16,872 +13%
BSPF
560
British Steel Pension Fund
United Kingdom
$3.78M +$3.81M +150,000 New
BCMNY
561
Buckingham Capital Management (New York)
New York
$3.78M +$3.81M +150,000 New
LM
562
Lincluden Management
Ontario, Canada
$3.78M -$31.2K -1,230 -0.8%
TMAM
563
Tokio Marine Asset Management
Japan
$3.78M -$642K -25,308 -14%
CCMINC
564
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.74M +$188K +7,422 +5%
RIL
565
Rothschild Investment LLC
Illinois
$3.72M +$158K +6,210 +4%
TNB
566
Thomasville National Bank
Georgia
$3.7M +$305K +12,018 +9%
HL
567
HeadInvest LLC
Maine
$3.69M +$348K +13,725 +10%
ACS
568
Archford Capital Strategies
Illinois
$3.65M +$1.03M +40,548 +39%
Parallax Volatility Advisers
569
Parallax Volatility Advisers
California
$3.64M +$3.66M +144,156 New
BOC
570
Barbara Oil Co
Illinois
$3.63M
BRM
571
Boston Research & Management
Massachusetts
$3.63M -$12.2K -480 -0.3%
CC
572
Cipher Capital
New York
$3.61M +$3.63M +143,106 New
CCM
573
Chickasaw Capital Management
Tennessee
$3.6M -$8K -315 -0.2%
GI
574
GAMCO Investors
Connecticut
$3.59M
OIM
575
Opus Investment Management
Massachusetts
$3.56M -$762K -30,000 -18%

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.