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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
OIA
876
Optimum Investment Advisors
Illinois
$1.34M +$426K +16,791 +46%
BW
877
Bison Wealth
Georgia
$1.34M +$10.4K +411 +0.8%
GCM
878
Grisanti Capital Management
New York
$1.33M +$1.34M +52,890 New
AssetMark Inc
879
AssetMark Inc
California
$1.33M +$18.3K +720 +1%
1SB
880
1ST Source Bank
Indiana
$1.33M +$86.3K +3,399 +7%
DLHL
881
Donald L. Hagan LLC
Florida
$1.32M -$34K -1,338 -2%
EF
882
Empirical Finance
Pennsylvania
$1.32M +$35.9K +1,416 +3%
BO
883
BRR OpCo
Ohio
$1.32M -$8.61K -339 -0.6%
GIP
884
Greatmark Investment Partners
Georgia
$1.32M -$3.81K -150 -0.3%
DIP
885
DT Investment Partners
Pennsylvania
$1.31M +$193K +7,611 +17%
LJAC
886
L.J. Altfest & Co
New York
$1.3M -$444K -17,472 -25%
SA
887
SpiderRock Advisors
Delaware
$1.29M
AA
888
ALPS Advisors
Colorado
$1.29M +$276K +10,854 +27%
DPIM
889
Duff & Phelps Investment Management
Illinois
$1.29M -$87.6K -3,450 -6%
SMM
890
Stadion Money Management
Georgia
$1.29M
CI
891
CAZ Investments
Texas
$1.28M -$80K -3,150 -6%
CWM
892
Cornerstone Wealth Management
Missouri
$1.27M +$101K +3,978 +8%
FPCG
893
Fort Pitt Capital Group
Pennsylvania
$1.26M +$6.85K +270 +0.5%
BIC
894
Bridges Investment Counsel
Nebraska
$1.25M +$35.9K +1,416 +3%
CIA
895
Choate Investment Advisors
Massachusetts
$1.25M -$298K -11,751 -19%
BOTW
896
Bank of the West
California
$1.24M +$125K +4,941 +11%
WC
897
Whitnell & Co
Illinois
$1.24M -$211K -8,325 -14%
LCP
898
Legacy Capital Partners
Wisconsin
$1.24M +$36.9K +1,452 +3%
SAM
899
Strategy Asset Managers
California
$1.24M +$1.25M +49,044 New
ONB
900
Old National Bancorp
Indiana
$1.24M -$62K -2,442 -5%

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.