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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
OAM
801
Oppenheimer Asset Management
New York
$1.62M +$658K +25,902 +68%
CVM
802
Cheviot Value Management
California
$1.6M -$3.94M -155,076 -71%
IAA
803
Independent Advisor Alliance
North Carolina
$1.59M +$424K +16,704 +34%
OI
804
Oakbrook Investments
Illinois
$1.58M -$19K -750 -1%
CA
805
Clearstead Advisors
Ohio
$1.58M +$9.52K +375 +0.6%
AIA
806
AIMZ Investment Advisors
California
$1.57M -$34K -1,338 -2%
Kovitz Investment Group Partners
807
Kovitz Investment Group Partners
Illinois
$1.57M +$1.58M +62,223 New
ISL
808
Ingalls & Snyder LLC
New York
$1.56M -$45.7K -1,800 -3%
BUB
809
BBVA USA Bancshares
Texas
$1.56M +$58.3K +2,298 +4%
WCM
810
Wunderlich Capital Managemnt
Tennessee
$1.56M -$20.9K -822 -1%
FWCM
811
Ferguson Wellman Capital Management
Oregon
$1.56M -$1.22K -48 -0.1%
DT
812
Diversified Trust
Tennessee
$1.55M -$1.96M -77,082 -56%
LWAC
813
Laurel Wealth Advisors (California)
California
$1.55M +$835K +32,895 +115%
SIM
814
Sterling Investment Management
Arizona
$1.55M -$12.3K -486 -0.8%
WAM
815
Wealthspire Advisors (Maryland)
Maryland
$1.54M +$482K +18,990 +45%
TWM
816
Torch Wealth Management
Ohio
$1.54M +$1.55M +61,200 New
ANRIA
817
American National Registered Investment Advisor
Texas
$1.54M
BP
818
Ballentine Partners
Massachusetts
$1.54M +$500K +19,698 +50%
Capital Fund Management (CFM)
819
Capital Fund Management (CFM)
France
$1.53M -$66.9M -2,635,032 -98%
MNBTD
820
Moody National Bank Trust Division
Texas
$1.53M
MIAN
821
Mariner Independent Advisor Network
Kansas
$1.53M +$1.54M +60,537 New
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$1.52M -$52.5K -2,070 -3%
BA
823
Birinyi Associates
Connecticut
$1.52M +$107K +4,200 +8%
HCM
824
Hodges Capital Management
Texas
$1.51M +$1.14M +45,096 +302%
LSCM
825
LaSalle Street Capital Management
Illinois
$1.51M

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.