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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
GC
1051
Gilbert & Cook
Iowa
$775K +$254K +9,987 +48%
PCA
1052
Peddock Capital Advisors
Massachusetts
$773K +$123K +4,827 +19%
TTWM
1053
TCV Trust & Wealth Management
Virginia
$772K -$129K -5,082 -14%
CFA
1054
Carroll Financial Associates
North Carolina
$772K -$457 -18 -0.1%
RAM
1055
Redmond Asset Management
Virginia
$771K +$179K +7,050 +30%
BIM
1056
Bridgecreek Investment Management
Oklahoma
$770K +$343K +13,500 +79%
AMG
1057
Asset Management Group
Connecticut
$767K -$8.53K -336 -1%
AB
1058
AT Bancorp
Iowa
$765K -$736K -28,986 -49%
SJIM
1059
St. Johns Investment Management
Florida
$764K +$12.7K +501 +2%
WA
1060
WBH Advisory
Maryland
$764K +$53.9K +2,124 +8%
PAS
1061
Park Avenue Securities
New York
$764K +$769K +30,291 New
GRQ
1062
Gardner Russo & Quinn
Pennsylvania
$758K
WP
1063
WMS Partners
Maryland
$758K +$4.95K +195 +0.7%
TFCP
1064
Twin Focus Capital Partners
Massachusetts
$757K
GIM
1065
Greylin Investment Management
Virginia
$752K -$1.03M -40,740 -58%
SMC
1066
Smith, Moore & Co
Missouri
$749K +$48.8K +1,923 +7%
Arrowstreet Capital
1067
Arrowstreet Capital
Massachusetts
$749K +$183K +7,200 +32%
MCM
1068
Maryland Capital Management
Maryland
$747K +$6.85K +270 +0.9%
Members Trust
1069
Members Trust
Florida
$745K +$16.1K +636 +2%
ST
1070
Spinnaker Trust
Maine
$744K +$12.2K +480 +2%
MMPW
1071
Mitchell McLeod Pugh & Williams
Alabama
$740K
SAM
1072
Summit Asset Management
Tennessee
$740K +$6.47K +255 +0.9%
LWM
1073
Lenox Wealth Management
Ohio
$737K +$288K +11,346 +64%
EFSCE
1074
Enterprise Financial Services Corp (EFSC)
Missouri
$733K -$8.3K -327 -1%
TRCT
1075
Tower Research Capital (TRC)
New York
$733K +$556K +21,888 +306%

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.