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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
FI
776
FormulaFolio Investments
Michigan
$1.75M +$122K +4,824 +7%
PAI
777
Pittenger & Anderson Inc
Nebraska
$1.74M
RFS
778
Rockefeller Financial Services
New York
$1.74M
BFG
779
Beacon Financial Group
Texas
$1.74M +$122K +4,788 +8%
WSFS
780
Wilmington Savings Fund Society
Delaware
$1.73M +$419K +16,500 +32%
SAM
781
Silvercrest Asset Management
New York
$1.73M +$33.6K +1,323 +2%
RFA
782
Reilly Financial Advisors
California
$1.72M +$110K +4,320 +7%
DI
783
Diligent Investors
California
$1.71M -$19K -750 -1%
CBU
784
CIBC Bank USA
Illinois
$1.71M +$110K +4,335 +7%
NFG
785
Next Financial Group
Texas
$1.7M +$9.82K +387 +0.6%
MIC
786
Meridian Investment Counsel
California
$1.7M
ICOM
787
Investment Counselors of Maryland
Maryland
$1.69M +$26.7K +1,050 +2%
SFG
788
SevenBridge Financial Group
Pennsylvania
$1.69M +$47K +1,851 +3%
HVIA
789
Hudson Valley Investment Advisors
New York
$1.68M -$33.8K -1,332 -2%
NHC
790
Nicholas Hoffman & Company
Georgia
$1.68M +$2.89K +114 +0.2%
RCAG
791
Rehmann Capital Advisory Group
Michigan
$1.66M -$228K -9,000 -12%
RGI
792
River Global Investors
United Kingdom
$1.66M +$16.5K +651 +1%
Cetera Investment Advisers
793
Cetera Investment Advisers
Illinois
$1.65M +$315K +12,390 +24%
MJRIC
794
Mogy Joel R Investment Counsel
California
$1.65M -$31.5K -1,242 -2%
KOCAA
795
Knights of Columbus Asset Advisors
Connecticut
$1.65M +$126K +4,950 +8%
ACM
796
Alpha Capital Management
Texas
$1.64M +$1.65M +65,007 New
NPC
797
National Planning Corporation
California
$1.63M -$216K -8,499 -12%
BG
798
Bollard Group
Massachusetts
$1.62M +$22.2K +876 +1%
PAM
799
Palisade Asset Management
Minnesota
$1.62M -$26.7K -1,050 -2%
RL
800
Ruffer LLP
United Kingdom
$1.62M -$659K -25,941 -29%

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.