We are live on ! Find out more
WMT icon

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
CCG
976
Chatham Capital Group
Georgia
$967K -$7.62K -300 -0.8%
BCP
977
Blue Chip Partners
Michigan
$961K +$28.9K +1,137 +3%
WC
978
Whitney & Co
New York
$955K -$11.4K -450 -1%
LWM
979
Lyons Wealth Management
Florida
$951K +$28.3K +1,113 +3%
BS
980
Banco Santander
Spain
$950K +$956K +37,677 New
FHC
981
First Heartland Consultants
Missouri
$949K -$26.1K -1,029 -3%
RCAMU
982
Rothschild & Co Asset Management US
Connecticut
$946K -$22.2K -876 -2%
TI
983
Trexquant Investment
Connecticut
$946K +$952K +37,500 New
MFW
984
Mosaic Family Wealth
Missouri
$945K -$357K -14,067 -27%
LCM
985
Logan Capital Management
Pennsylvania
$945K -$247K -9,720 -21%
BSWMG
986
Barrington Strategic Wealth Management Group
Illinois
$941K -$31.6K -1,245 -3%
WA
987
Wheatland Advisors
Pennsylvania
$940K -$83.5K -3,291 -8%
SC
988
Savant Capital
Illinois
$934K +$51.7K +2,037 +6%
BWM
989
BerganKDV Wealth Management
Minnesota
$930K +$48K +1,890 +5%
WSCM
990
Wellington Shields Capital Management
New York
$929K -$141K -5,550 -13%
FNBTCON
991
First National Bank & Trust Co of Newtown
Pennsylvania
$928K
MIM
992
Montgomery Investment Management
Maryland
$924K -$297K -11,715 -24%
NC
993
NewSquare Capital
Pennsylvania
$913K +$46.5K +1,830 +5%
BAS
994
Brown Advisory Securities
Maryland
$911K +$22.5K +888 +3%
RGC
995
Roberts, Glore & Co
Illinois
$907K +$4.19K +165 +0.5%
PP
996
Pegasus Partners
Wisconsin
$906K +$22.4K +882 +3%
NA
997
NewEdge Advisors
Louisiana
$894K +$156K +6,156 +20%
FDCC
998
Foster Dykema Cabot & Co
Massachusetts
$891K
CAPTRUST Financial Advisors
999
CAPTRUST Financial Advisors
North Carolina
$891K +$897K +35,319 New
LIM
1000
Leavell Investment Management
Alabama
$888K +$15.2K +600 +2%

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.