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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
AIM
651
Acropolis Investment Management
Missouri
$2.68M -$70.1K -2,760 -3%
MFS
652
Monetta Financial Services
Illinois
$2.65M +$2.67M +105,000 New
PHS
653
Pekin Hardy Strauss
Illinois
$2.6M -$152K -6,000 -6%
SFS
654
Strategic Financial Services
New York
$2.58M +$13.5K +531 +0.5%
APP
655
Avantax Planning Partners
Iowa
$2.56M +$159K +6,264 +7%
AAM
656
Advisors Asset Management
Colorado
$2.56M -$731K -28,776 -22%
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
$2.56M +$717K +28,263 +39%
RC
658
Roundview Capital
New Jersey
$2.54M +$76.2K +3,000 +3%
SLG
659
Stanley-Laman Group
Pennsylvania
$2.54M +$2.55M +100,494 New
PWAP
660
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.53M +$114K +4,500 +5%
TYCC
661
Texas Yale Capital Corp
Florida
$2.52M -$62.8K -2,475 -2%
HT
662
Heritage Trust
Oklahoma
$2.52M +$326K +12,837 +15%
MYLI
663
Meiji Yasuda Life Insurance
Japan
$2.52M
CRB
664
Chad R. Baker
$2.5M
AC
665
Allstate Corporation
Illinois
$2.48M -$1.2M -47,313 -32%
BCM
666
Bluefin Capital Management
New York
$2.48M +$1.81M +71,373 +264%
AF
667
AMG Funds
Connecticut
$2.48M +$17.3K +681 +0.7%
SBH
668
Segall Bryant & Hamill
Illinois
$2.48M -$20.1K -792 -0.8%
LMAM
669
Legg Mason Asset Management
Japan
$2.47M +$1.19M +46,800 +92%
RG
670
Renaissance Group
Kentucky
$2.44M -$12.9K -507 -0.5%
BG
671
Bahl & Gaynor
Ohio
$2.43M -$57.7K -2,271 -2%
NB
672
NBT Bank
New York
$2.43M -$30.9K -1,218 -1%
LA
673
LVW Advisors
New York
$2.42M -$29.9K -1,179 -1%
RG
674
Rathbones Group
United Kingdom
$2.41M -$105K -4,140 -4%
AP
675
Advisor Partners
California
$2.4M +$315K +12,423 +15%

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.