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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
VanEck Associates
601
VanEck Associates
New York
$3.27M -$3.13M -123,282 -49%
EI
602
EDMP Inc
Florida
$3.24M -$112K -4,425 -3%
AT
603
Argent Trust
Texas
$3.23M
VIA
604
Vident Investment Advisory
Georgia
$3.22M +$319K +12,558 +11%
TNBTD
605
Trustmark National Bank Trust Department
Mississippi
$3.21M -$1.14M -44,889 -26%
BNP Paribas Asset Management
606
BNP Paribas Asset Management
France
$3.19M -$1.15M -45,243 -26%
II
607
IFM Investors
Australia
$3.18M +$796K +31,359 +33%
WCM
608
Weik Capital Management
Pennsylvania
$3.17M -$160K -6,300 -5%
OMCS
609
Old Mutual Customised Solutions
South Africa
$3.17M +$107K +4,200 +3%
TFA
610
Toth Financial Advisory
Virginia
$3.15M +$508K +20,004 +19%
PGFC
611
Peapack-Gladstone Financial Corp
New Jersey
$3.12M +$650K +25,614 +26%
SWM
612
SVA Wealth Management
Wisconsin
$3.12M +$74.4K +2,931 +2%
CWM
613
Calamos Wealth Management
Illinois
$3.1M +$90.8K +3,576 +3%
PC
614
Palo Capital
California
$3.08M +$16.6K +654 +0.5%
FMC
615
First Merchants Corp
Indiana
$3.06M +$160K +6,294 +5%
KRSITF
616
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.06M -$20.2K -795 -0.7%
DWA
617
Douglass Winthrop Advisors
New York
$3.04M -$83.8K -3,300 -3%
NSEDCP
618
NJ State Employees Deferred Compensation Plan
New Jersey
$3.03M
HWM
619
Holloway Wealth Management
Florida
$3.02M
IRF
620
IBM Retirement Fund
New York
$3.02M +$1.08M +42,732 +66%
CB
621
Chemical Bank
Michigan
$3.01M -$120K -4,737 -4%
CIM
622
CenturyLink Investment Management
Colorado
$3M -$222K -8,748 -7%
NEAM
623
New England Asset Management
Connecticut
$3M -$60.9K -2,400 -2%
SSB
624
Sandy Spring Bank
Maryland
$2.99M +$207K +8,148 +7%
MM
625
Midas Management
New York
$2.99M

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.