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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
TCOV
1001
Trust Company of Vermont
Vermont
$887K +$27.3K +1,074 +3%
GAMC
1002
Garner Asset Management Corp
Texas
$887K +$892K +35,142 New
SYBT
1003
Stock Yards Bank & Trust
Kentucky
$885K +$19.4K +765 +2%
BFC
1004
Blue Fin Capital
Rhode Island
$882K -$155K -6,120 -15%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$882K -$126K -4,980 -12%
VIA
1006
Virtus Investment Advisers
Connecticut
$881K -$92.8K -3,657 -9%
FBT
1007
First Bankers Trust
Kentucky
$880K +$64.5K +2,541 +8%
ZIC
1008
ZWJ Investment Counsel
Georgia
$880K +$189K +7,434 +27%
FM
1009
Forward Management
California
$874K -$762 -30 -0.1%
S
1010
SignatureFD
Georgia
$874K +$22.5K +885 +3%
ST
1011
Smithfield Trust
Pennsylvania
$866K
WI
1012
Wintrust Investments
Illinois
$866K +$12.3K +486 +1%
SC
1013
SouthState Corp
Florida
$864K -$12.6K -498 -1%
LNC
1014
Lincoln National Corp
Pennsylvania
$864K +$96.7K +3,810 +13%
SSG
1015
Summit Securities Group
New York
$863K +$480K +18,900 +124%
TG
1016
TCW Group
California
$855K -$2.27M -89,337 -72%
TBNY
1017
Trustco Bank (New York)
New York
$852K +$4.19K +165 +0.5%
SHCM
1018
Stokes & Hubbell Capital Management
Louisiana
$852K +$273K +10,764 +47%
MCM
1019
Manchester Capital Management
Vermont
$851K -$116K -4,560 -12%
CFG
1020
Citizens Financial Group
Rhode Island
$851K -$8.76K -345 -1%
WAM
1021
Weatherly Asset Management
California
$847K +$109K +4,305 +15%
DA
1022
Dillon & Associates
Michigan
$846K -$24.8K -975 -3%
BB
1023
Busey Bank
Illinois
$845K -$107K -4,215 -11%
FPCM
1024
Financial Partners Capital Management
New York
$842K -$38.1K -1,500 -4%
NSIM
1025
North Star Investment Management
Illinois
$834K +$148K +5,826 +21%

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.