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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
LNB
826
Ledyard National Bank
$1.51M +$143K +5,643 +10%
Hudson Bay Capital Management
827
Hudson Bay Capital Management
Connecticut
$1.51M +$1.52M +60,000 New
PAM
828
PVG Asset Management
Colorado
$1.51M -$105K -4,125 -6%
KCP
829
KDI Capital Partners
North Carolina
$1.51M -$15.2K -600 -1%
FGP
830
Foyston, Gordon, & Payne
Ontario, Canada
$1.51M
IFS
831
Ifrah Financial Services
Arkansas
$1.51M +$137K +5,400 +10%
FIM
832
Freedom Investment Management
Connecticut
$1.5M +$405K +15,960 +37%
KIA
833
KCM Investment Advisors
California
$1.5M -$1.37K -54 -0.1%
MHS
834
M Holdings Securities
Oregon
$1.5M -$273K -10,737 -15%
RIM
835
Rampart Investment Management
Connecticut
$1.48M +$1.17M +46,221 +373%
HCP
836
Holt Capital Partners
Texas
$1.48M -$25.1K -990 -2%
BCM
837
Boltwood Capital Management
California
$1.48M
RFM
838
Royal Fund Management
Florida
$1.47M -$322K -12,675 -18%
CPO
839
Cerity Partners OCIO
New York
$1.47M +$52.4K +2,064 +4%
GCC
840
Guardian Capital (Canada)
Ontario, Canada
$1.47M +$324K +12,747 +28%
LAM
841
Lingohr Asset Management
Germany
$1.45M
TIA
842
Trust Investment Advisors
Indiana
$1.44M +$14.5K +570 +1%
PHIMC
843
Private Harbour Investment Management & Counsel
Ohio
$1.44M +$19K +750 +1%
HWA
844
Heritage Wealth Advisors
Virginia
$1.44M +$87K +3,426 +6%
ASN
845
Advisory Services Network
Georgia
$1.44M +$167K +6,594 +13%
FB
846
Fulton Bank
Pennsylvania
$1.43M +$145K +5,709 +11%
CTA
847
Colonial Trust Advisors
South Carolina
$1.43M +$339K +13,356 +31%
BHWM
848
Bar Harbor Wealth Management
New Hampshire
$1.43M -$237K -9,324 -14%
PCP
849
Proficio Capital Partners
Massachusetts
$1.42M +$203K +7,980 +18%
FFA
850
Fragasso Financial Advisors
Pennsylvania
$1.41M +$43.8K +1,725 +3%

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.