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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
ICOA
751
Investment Centers of America
North Dakota
$1.89M -$441K -17,361 -19%
NIC
752
Northwest Investment Counselors
Oregon
$1.89M -$14.9K -585 -0.8%
VFA
753
Voya Financial Advisors
Connecticut
$1.89M -$41.7K -1,644 -2%
CAI
754
Capital Advisors Inc
Oklahoma
$1.88M -$20K -786 -1%
CSS
755
Cubist Systematic Strategies
Connecticut
$1.88M +$1.89M +74,352 +24,784%
PVWM
756
Point View Wealth Management
New Jersey
$1.88M +$61.5K +2,424 +3%
NAM
757
North American Management
Massachusetts
$1.87M
GA
758
Geneva Advisors
Illinois
$1.86M +$54.9K +2,163 +3%
VV
759
Verity & Verity
South Carolina
$1.86M -$83.2K -3,276 -4%
NBC
760
Neuberger Berman Canada
Ontario, Canada
$1.86M +$31.3K +1,233 +2%
OIA
761
OneDigital Investment Advisors
Kansas
$1.86M +$1.76M +69,138 New
GC
762
Grace Capital
Massachusetts
$1.85M +$150K +5,910 +9%
BAM
763
Bruderman Asset Management
New York
$1.85M +$10.4K +411 +0.6%
MCM
764
Murphy Capital Management
New Jersey
$1.85M -$9.75K -384 -0.5%
QIM
765
Quest Investment Management
Oregon
$1.84M
SWP
766
Stratos Wealth Partners
Ohio
$1.83M +$175K +6,903 +11%
CCM
767
CrestPoint Capital Management
Missouri
$1.83M -$1.26M -49,800 -41%
CCT
768
Capital City Trust
Florida
$1.83M -$213K -8,403 -10%
CCM
769
Cribstone Capital Management
Maine
$1.83M -$70K -2,757 -4%
BEAM
770
Baker Ellis Asset Management
Washington
$1.82M +$155K +6,090 +9%
CAMG
771
CWA Asset Management Group
Florida
$1.8M +$193K +7,596 +12%
CCM
772
Covington Capital Management
California
$1.79M -$27.2K -1,071 -1%
CFSG
773
Community Financial Services Group
Vermont
$1.78M +$274K +10,809 +18%
DBIA
774
Dumont & Blake Investment Advisors
New Jersey
$1.75M -$8.76K -345 -0.5%
LFAS
775
Level Four Advisory Services
Texas
$1.75M -$681K -26,829 -27%

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.