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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
FNBOMD
701
First National Bank of Mount Dora
Florida
$2.24M +$2.26M +88,896 New
PFS
702
Prospera Financial Services
Texas
$2.23M +$88.3K +3,480 +4%
FMW
703
Farr Miller & Washington
District of Columbia
$2.22M
ETM
704
Euclidean Technologies Management
Washington
$2.22M -$76.2K -3,000 -3%
CG
705
Caprock Group
Idaho
$2.22M +$443K +17,433 +25%
RP
706
Riverbridge Partners
Minnesota
$2.22M -$48.6K -1,914 -2%
WCA
707
Westover Capital Advisors
Delaware
$2.22M +$23.2K +912 +1%
EWM
708
Evercore Wealth Management
New York
$2.21M +$50.3K +1,980 +2%
HCM
709
Hengehold Capital Management
Ohio
$2.21M +$37.6K +1,482 +2%
RVM
710
Robinson Value Management
Texas
$2.19M +$192K +7,563 +10%
BCFS
711
Butensky & Cohen Financial Security
Florida
$2.19M -$50.6K -1,995 -2%
MBTD
712
Mechanics Bank - Trust Department
California
$2.19M -$92.5K -3,642 -4%
WKWM
713
Walter & Keenan Wealth Management
Indiana
$2.17M +$1.29K +51 +0.1%
MC
714
Menta Capital
California
$2.17M +$2.18M +86,028 New
CG
715
Cutler Group
California
$2.17M +$2.18M +85,962 New
DF
716
Donoghue Forlines
Massachusetts
$2.15M +$2.16M +85,179 New
WJA
717
Williams Jones & Associates
New York
$2.15M +$15.2K +600 +0.7%
OAC
718
OMERS Administration Corp
Ontario, Canada
$2.13M +$2.15M +84,627 New
BIM
719
Bridges Investment Management
Nebraska
$2.13M +$60.4K +2,379 +3%
AWM
720
AE Wealth Management
Kansas
$2.1M +$1.2M +47,208 +131%
JFL
721
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.1M +$8.53K +336 +0.4%
CA
722
Cetera Advisors
Colorado
$2.09M -$55.3K -2,178 -3%
CBTWT
723
Community Bank & Trust (Waco, Texas)
Texas
$2.07M -$7.62K -300 -0.4%
AF
724
Arrow Financial
New York
$2.07M -$11K -435 -0.5%
OCM
725
One Capital Management
California
$2.06M +$157K +6,186 +8%

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.