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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
SCM
1026
Schnieders Capital Management
California
$824K +$228K +9,000 +38%
ARMT
1027
Amica Retiree Medical Trust
Rhode Island
$823K
SLF
1028
Sun Life Financial
Ontario, Canada
$813K +$814K +32,049 +18,419%
PP
1029
Patten & Patten
Tennessee
$810K +$327K +12,894 +67%
AW
1030
Alpha Windward
Massachusetts
$808K -$84.1K -3,312 -9%
KAS
1031
Kemnay Advisory Services
New York
$808K +$813K +32,016 New
SMFG
1032
Sumitomo Mitsui Financial Group
Japan
$805K +$809K +31,881 New
FNB
1033
Farmers National Bank
Kentucky
$803K -$238K -9,372 -23%
JWA
1034
JFS Wealth Advisors
Pennsylvania
$803K -$144K -5,688 -15%
ADL
1035
Asset Dedication LLC
California
$803K -$29.4K -1,158 -3%
BWM
1036
Baystate Wealth Management
Massachusetts
$800K +$4.87K +192 +0.6%
NAMA
1037
Nikko Asset Management Americas
New York
$798K
QI
1038
Quotient Investors
New York
$797K +$174K +6,858 +28%
Kayne Anderson Rudnick Investment Management
1039
Kayne Anderson Rudnick Investment Management
California
$796K -$225K -8,874 -22%
Wealth Enhancement Advisory Services
1040
Wealth Enhancement Advisory Services
Minnesota
$796K +$827K +32,577 New
TSWM
1041
Triangle Securities Wealth Management
North Carolina
$795K
SM
1042
Sciencast Management
New Jersey
$795K +$800K +31,500 New
NRS
1043
Neville Rodie & Shaw
New York
$794K -$240K -9,450 -23%
CCWA
1044
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$791K +$16.1K +633 +2%
I2I
1045
Insight 2811 Inc
Illinois
$787K -$133K -5,250 -14%
ABP
1046
Arthur B. Page
$782K -$96.3K -3,795 -11%
NFG
1047
Nations Financial Group
Iowa
$781K -$39.5K -1,557 -5%
WPP
1048
Whalerock Point Partners
Rhode Island
$777K
CIC
1049
Carnegie Investment Counsel
Ohio
$777K +$838 +33 +0.1%
AWA
1050
ARS Wealth Advisors
Florida
$776K +$24.7K +972 +3%

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.