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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
CB
626
Community Bank
New York
$2.94M +$32.4K +1,275 +1%
IFAM
627
Institutional & Family Asset Management
Colorado
$2.92M +$2.94M +115,683 New
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.88M -$15.2K -600 -0.6%
CAL
629
Capital Analysts LLC
Pennsylvania
$2.88M -$18.5K -729 -0.6%
MF
630
Magnetar Financial
Illinois
$2.88M +$326K +12,855 +13%
BAC
631
Boys Arnold & Co
North Carolina
$2.86M -$200K -7,869 -6%
JCM
632
Jacobi Capital Management
Pennsylvania
$2.86M -$87.9K -3,462 -3%
CHC
633
City Holding Co
West Virginia
$2.86M +$227K +8,925 +9%
WC
634
Woodstock Corp
Massachusetts
$2.85M -$49.5K -1,950 -2%
BOH
635
Bank of Hawaii
Hawaii
$2.85M +$40.9K +1,611 +1%
IT
636
Independence Trust
Tennessee
$2.85M +$149K +5,880 +5%
UFF
637
USA Financial Formulas
Michigan
$2.82M +$2.84M +111,756 New
KFC
638
Klingenstein Fields & Co
New York
$2.8M +$50.1K +1,974 +2%
ECM
639
Elgethun Capital Management
South Dakota
$2.78M -$382K -15,057 -12%
BCM
640
BTC Capital Management
Iowa
$2.77M +$71.1K +2,802 +3%
CBB
641
Citizens Business Bank
California
$2.75M -$9.21K -363 -0.3%
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$2.75M +$56.3K +2,217 +2%
WB
643
Webster Bank
Connecticut
$2.74M -$46.1K -1,815 -2%
CC
644
ClearArc Capital
Ohio
$2.74M -$44.8K -1,764 -2%
ABC
645
Associated Banc-Corp
Wisconsin
$2.74M -$10.8K -426 -0.4%
GJIC
646
Gamble Jones Investment Counsel
California
$2.73M +$42.3K +1,665 +2%
SCA
647
Salient Capital Advisors
Texas
$2.71M -$1.9K -75 -0.1%
GIA
648
Gargoyle Investment Advisor
New Jersey
$2.71M
ST
649
Spot Trading
Illinois
$2.7M +$2.38M +93,630 +702%
CS
650
Candriam SCA
Luxembourg
$2.7M +$1.47M +57,825 +118%

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.