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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
M
576
MOTCO
Texas
$3.53M +$288K +11,355 +9%
CCG
577
Cypress Capital Group
Florida
$3.52M -$38.1K -1,500 -1%
AWM
578
Arbor Wealth Management
Florida
$3.5M -$1.03M -40,425 -24%
PAG
579
Private Advisor Group
New Jersey
$3.5M -$416K -16,371 -10%
LSA
580
L & S Advisors
California
$3.49M +$3.51M +138,411 New
W
581
Wealthfront
California
$3.49M +$762K +30,015 +28%
GS
582
GAM Systematic
United Kingdom
$3.49M +$770K +30,333 +28%
TIM
583
Thompson Investment Management
Wisconsin
$3.48M -$25.7K -1,011 -0.7%
Truist Financial
584
Truist Financial
North Carolina
$3.47M -$349K -13,764 -9%
Mirae Asset Global Investments
585
Mirae Asset Global Investments
South Korea
$3.46M -$468K -18,426 -12%
BDF
586
Balasa Dinverno & Foltz
$3.43M +$234K +9,228 +7%
SCA
587
Stonebridge Capital Advisors
Minnesota
$3.42M +$61.8K +2,436 +2%
AIM
588
AMI Investment Management
Indiana
$3.42M -$55.2K -2,175 -2%
NLI
589
Nippon Life Insurance
Japan
$3.41M -$34.7K -1,365 -1%
DIA
590
Denver Investment Advisors
Colorado
$3.39M +$883K +34,776 +35%
WIC
591
Woodmont Investment Counsel
Tennessee
$3.38M -$86.4K -3,402 -2%
BCM
592
BlueCrest Capital Management
Jersey
$3.37M +$3.39M +133,728 New
MCA
593
Mercer Capital Advisers
New Jersey
$3.37M +$111K +4,362 +3%
PA
594
Pinnacle Associates
New York
$3.36M +$79.8K +3,144 +2%
PFS
595
Physicians Financial Services
North Carolina
$3.35M -$33.5K -1,320 -1%
FIB
596
First Interstate Bank
Montana
$3.32M +$220K +8,670 +7%
SPIA
597
Steward Partners Investment Advisory
New York
$3.31M +$1.35M +53,220 +68%
ECM
598
Estabrook Capital Management
New York
$3.29M +$562K +22,131 +20%
AIP
599
Ameritas Investment Partners
Nebraska
$3.27M -$81.3K -3,201 -2%
Wolverine Trading
600
Wolverine Trading
Illinois
$3.27M +$1.07M +42,150 +49%

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.