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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
IC
676
Investment Counsel
Michigan
$2.4M -$131K -5,145 -5%
CAN
677
Cetera Advisor Networks
California
$2.4M -$1.41M -55,455 -37%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$2.39M +$18.1K +711 +0.8%
HA
679
Halsey Associates
Connecticut
$2.38M -$30.5K -1,200 -1%
WDA
680
Wendell David Associates
New Hampshire
$2.38M -$19.1K -753 -0.8%
BGC
681
Blue Granite Capital
South Carolina
$2.36M
HCM
682
Hutner Capital Management
Vermont
$2.36M -$284K -11,205 -11%
KM
683
Kalos Management
Georgia
$2.36M +$33K +1,299 +1%
ECM
684
Everence Capital Management
Indiana
$2.34M
KFA
685
Kays Financial Advisory
Georgia
$2.34M +$57.5K +2,265 +3%
PWW
686
Pettyjohn Wood & White
Virginia
$2.34M +$81.6K +3,213 +4%
CCM
687
Coldstream Capital Management
Washington
$2.33M +$2.07M +81,351 +728%
AAM
688
Azzad Asset Management
Virginia
$2.33M +$173K +6,816 +8%
RMSCM
689
R.M. Sincerbeaux Capital Management
New York
$2.33M
FFWA
690
FRG Family Wealth Advisors
Washington
$2.33M +$24.5K +966 +1%
CC
691
Carlson Capital
Texas
$2.31M +$2.33M +91,734 New
EDRH
692
Edmond de Rothschild Holding
Switzerland
$2.3M +$217K +8,544 +10%
SCM
693
Shelton Capital Management
Colorado
$2.3M -$3.89M -153,054 -63%
AIM
694
Assured Investment Management
New York
$2.28M +$238K +9,360 +12%
WTC
695
WhitTier Trust Company
Nevada
$2.28M +$38.6K +1,521 +2%
HCM
696
Horrell Capital Management
Arkansas
$2.28M +$51.9K +2,043 +2%
LPT
697
Legacy Private Trust
Wisconsin
$2.27M -$316K -12,465 -12%
HAG
698
HighPoint Advisor Group
Illinois
$2.27M
FWM
699
Frontier Wealth Management
Missouri
$2.27M -$32.2K -1,269 -1%
GIM
700
Grassi Investment Management
California
$2.25M -$1.9M -74,967 -46%

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.