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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
GT
951
Greenleaf Trust
Michigan
$1.06M +$738K +29,061 +222%
AW
952
ACG Wealth
Georgia
$1.06M +$48K +1,890 +5%
LRPA
953
L. Roy Papp & Associates
Arizona
$1.06M -$1.45M -57,072 -58%
FMTCOCP
954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.06M +$35K +1,380 +3%
CIA
955
Covington Investment Advisors
Pennsylvania
$1.05M +$46.5K +1,830 +5%
SWK
956
Stephen W. Kidder
$1.05M -$64.7K -2,550 -6%
PFBT
957
Parkside Financial Bank & Trust
Missouri
$1.04M -$97.6K -3,843 -9%
ATC
958
Argent Trust Co
Tennessee
$1.03M -$133K -5,223 -11%
P
959
Pitcairn
Pennsylvania
$1.02M +$356K +14,004 +53%
CRC
960
Curi RMB Capital
Illinois
$1.02M +$1.03M +40,440 New
GXMC
961
Global X Management Company
New York
$1.02M -$56.1K -2,211 -5%
BTW
962
Boston Trust Walden
Massachusetts
$1.01M -$565K -22,275 -36%
FCFC
963
First Commonwealth Financial Corp
Pennsylvania
$1.01M -$124K -4,887 -11%
MFWM
964
Motley Fool Wealth Management
Virginia
$1.01M +$1.22K +48 +0.1%
FAG
965
Financial Advisory Group
Texas
$1M -$41.5K -1,635 -4%
VKH
966
Virtu KCG Holdings
New York
$1M -$111K -4,359 -10%
BFM
967
Boston Financial Management
Massachusetts
$1M -$83.8K -3,300 -8%
MPM
968
Meritage Portfolio Management
Kansas
$1M -$457 -18 -0%
SBWM
969
Sunflower Bank Wealth Management
Arizona
$995K +$84.6K +3,333 +9%
RCA
970
Rowland Carmichael Advisors
Arizona
$994K -$72.1K -2,841 -7%
Jones Financial Companies
971
Jones Financial Companies
Missouri
$984K -$194K -7,638 -16%
CCM
972
Crossvault Capital Management
Texas
$983K +$51.4K +2,025 +5%
EHWM
973
Eads & Heald Wealth Management
Georgia
$979K -$43.2K -1,701 -4%
N
974
Natixis
France
$979K +$118K +4,647 +14%
GCP
975
GSA Capital Partners
United Kingdom
$967K -$512K -20,169 -34%

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.