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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
DZ Bank
51
DZ Bank
Germany
$231M -$68.3M -2,691,801 -23%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$226M +$22.4M +883,149 +11%
CS
53
Credit Suisse
Switzerland
$224M -$29.8M -1,174,785 -12%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$211M -$24.3M -956,769 -10%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210M -$112M -4,409,421 -35%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$208M -$32.1M -1,263,252 -13%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$207M -$42.9M -1,688,400 -17%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$205M -$26.1M -1,026,279 -11%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$205M +$46.9M +1,846,623 +29%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$205M -$84.1M -3,311,940 -29%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$200M -$3.45M -136,035 -2%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$200M +$101M +3,974,166 +100%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$200M -$4.26M -167,880 -2%
Allianz Asset Management
64
Allianz Asset Management
Germany
$200M -$72.1M -2,841,393 -26%
BBHC
65
Brown Brothers Harriman & Co
New York
$195M -$206M -8,099,646 -51%
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$193M -$16.2M -638,700 -8%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$187M +$189M +7,429,887 New
Barclays
68
Barclays
United Kingdom
$187M +$105M +4,128,900 +126%
Asset Management One
69
Asset Management One
Japan
$187M -$4.13M -162,528 -2%
H
70
Hexavest
Quebec, Canada
$177M -$8.41M -331,461 -4%
SSM
71
Sound Shore Management
Connecticut
$172M -$525K -20,661 -0.3%
Millennium Management
72
Millennium Management
New York
$171M +$144M +5,665,917 +514%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$167M +$57.2M +2,251,845 +52%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$166M -$1.13M -44,445 -0.7%
Credit Agricole
75
Credit Agricole
France
$165M +$36.5M +1,439,658 +28%

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.