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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
PAM
76
Panagora Asset Management
Massachusetts
$161M +$810K +31,920 +0.5%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$159M -$1.38M -54,222 -0.9%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$159M +$29.9M +1,179,540 +23%
USAA
79
United Services Automobile Association
Texas
$158M +$22.2M +874,818 +16%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$150M +$31M +1,220,766 +26%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$149M -$131M -5,165,193 -47%
US Bancorp
82
US Bancorp
Minnesota
$149M +$2.78M +109,548 +2%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$144M -$60.6M -2,385,657 -30%
RJA
84
Raymond James & Associates
Florida
$143M +$5.26M +207,210 +4%
Citadel Advisors
85
Citadel Advisors
Florida
$136M +$43.2M +1,702,161 +46%
AG
86
Aperio Group
California
$132M +$14.7M +580,362 +12%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$132M -$2.39M -93,963 -2%
O
88
OppenheimerFunds
New York
$132M +$32.3M +1,273,269 +32%
EIC
89
Equity Investment Corp
Georgia
$129M -$10.1M -399,645 -7%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$125M -$4.89M -192,735 -4%
LBA
91
Letko, Brosseau & Associates
Quebec, Canada
$125M -$4.91M -193,275 -4%
Canada Life
92
Canada Life
Manitoba, Canada
$124M -$20.3M -800,034 -14%
Jennison Associates
93
Jennison Associates
New York
$123M +$22.6M +890,631 +22%
FI
94
Focused Investors
California
$121M -$29M -1,141,800 -19%
AAM
95
Aberdeen Asset Management
United Kingdom
$117M +$17.2M +676,101 +17%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$114M +$39.4M +1,550,562 +53%
LC
97
LNZ Capital
New York
$114M +$114M +4,500,000 New
EVM
98
Eaton Vance Management
Massachusetts
$111M -$11.7M -460,746 -10%
PP
99
Prudential plc
United Kingdom
$110M -$41.5M -1,635,000 -27%
Alyeska Investment Group
100
Alyeska Investment Group
Illinois
$110M +$110M +4,347,678 New

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.