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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
FMT
851
First Mercantile Trust
Tennessee
$1.41M -$38.1K -1,500 -3%
CDH
852
Charles D. Hyman
$1.4M
WSTAM
853
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M -$81.9K -3,228 -6%
OAM
854
Oxford Asset Management
United Kingdom
$1.4M -$983K -38,733 -41%
HI
855
Horizon Investments
North Carolina
$1.39M -$481K -18,966 -26%
PA
856
Parallel Advisors
California
$1.38M +$22.7K +894 +2%
WA
857
Waverly Advisors
Alabama
$1.38M +$280K +11,040 +25%
BCM
858
Beck Capital Management
Texas
$1.38M +$1.39M +54,825 New
CIA
859
Capital Investment Advisors
Georgia
$1.38M +$25.1K +987 +2%
IP
860
Intellectus Partners
California
$1.38M -$1.83K -72 -0.1%
ST
861
Somerset Trust
Pennsylvania
$1.37M +$38.5K +1,518 +3%
CS
862
Comerica Securities
Michigan
$1.37M +$3.81K +150 +0.3%
NG
863
Northstar Group
New York
$1.37M -$11.2K -441 -0.8%
KCM
864
Kempner Capital Management
Texas
$1.36M -$1.04M -41,127 -43%
WCM
865
Windsor Capital Management
Arizona
$1.36M -$2.89K -114 -0.2%
WP
866
WealthPLAN Partners
Nebraska
$1.36M +$1.33M +52,413 +3,092%
PMG
867
ProVise Management Group
Florida
$1.36M +$106K +4,161 +8%
KA
868
Kovack Advisors
Florida
$1.35M -$231K -9,081 -14%
ICM
869
IMS Capital Management
Oregon
$1.35M +$1.14K +45 +0.1%
Group One Trading
870
Group One Trading
Illinois
$1.35M +$1.36M +53,571 New
GGI
871
Godsey & Gibb Inc
Virginia
$1.35M +$179K +7,047 +15%
CIP
872
Cornerstone Investment Partners
Georgia
$1.35M -$31.8K -1,251 -2%
FMBTD
873
First Midwest Bank Trust Division
Illinois
$1.35M +$122K +4,803 +10%
BWA
874
BDO Wealth Advisors
Florida
$1.34M +$1.35M +53,334 New
QCMC
875
Quantum Capital Management (California)
California
$1.34M -$10.3K -405 -0.8%

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.