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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
WP
926
WealthSource Partners
California
$1.17M +$14.9K +585 +1%
WIM
927
Wittenberg Investment Management
Massachusetts
$1.16M +$15.2K +600 +1%
YIA
928
YHB Investment Advisors
Connecticut
$1.16M +$36.6K +1,440 +3%
BHB
929
Bank Hapoalim BM
Israel
$1.16M +$404K +15,930 +53%
GC
930
Gratus Capital
Georgia
$1.15M -$18.9K -744 -2%
SACTSONJ
931
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.14M +$381K +15,000 +50%
GLA
932
Good Life Advisors
Pennsylvania
$1.14M +$644K +25,374 +120%
BCM
933
Bayesian Capital Management
New York
$1.14M +$1.14M +45,000 New
RBA
934
Richard Bernstein Advisors
New York
$1.13M
FFBTD
935
First Financial Bank - Trust Division
Ohio
$1.13M +$3.05K +120 +0.3%
PL
936
Perpetual Ltd
Australia
$1.12M +$68.5K +2,700 +6%
PL
937
Plancorp LLC
Missouri
$1.12M -$49K -1,929 -4%
WA
938
WFG Advisors
Texas
$1.12M +$94.1K +3,705 +9%
MIM
939
Miller Investment Management
Pennsylvania
$1.11M
RG
940
Rikoon Group
New Mexico
$1.1M -$13.3K -525 -1%
DSC
941
Duncker Streett & Co
Missouri
$1.09M -$1.45K -57 -0.1%
TCOT
942
Trust Company of Toledo
Ohio
$1.09M +$345K +13,575 +46%
WS
943
Wedbush Securities
California
$1.08M +$92.7K +3,651 +9%
PL
944
Polianta Ltd
Jersey
$1.08M +$1.09M +42,900 New
SNBOSCI
945
Security National Bank of Sioux City Iowa
Iowa
$1.08M -$228 -9 -0%
SFSG
946
Stearns Financial Services Group
North Carolina
$1.08M +$73.1K +2,880 +7%
CT
947
Cambridge Trust
Massachusetts
$1.07M
AIM
948
Aspen Investment Management
Michigan
$1.07M
CNBT
949
Canandaigua National Bank & Trust
New York
$1.07M +$3.43K +135 +0.3%
IGIM
950
I.G. Investment Management
Manitoba, Canada
$1.07M +$297K +11,700 +38%

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.