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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
FFS
1076
Founders Financial Securities
Maryland
$731K -$491K -19,323 -40%
EFS
1077
Essex Financial Services
Connecticut
$729K -$39.4K -1,551 -5%
FPB
1078
First PREMIER Bank
South Dakota
$728K +$52.6K +2,073 +8%
RBC
1079
Ronald Blue & Co
Georgia
$727K -$87K -3,426 -11%
LPIC
1080
LeJeune Puetz Investment Counsel
Michigan
$727K
PFPT
1081
Pinnacle Financial Partners (Tennessee)
Tennessee
$725K +$130K +5,106 +22%
BCM
1082
Birmingham Capital Management
Alabama
$719K
LGC
1083
Laurel Grove Capital
California
$711K
MPIA
1084
Mountain Pacific Investment Advisers
Idaho
$709K -$9.52K -375 -1%
BRWA
1085
B. Riley Wealth Advisors
Florida
$707K -$21.8K -858 -3%
SFWA
1086
Summit Financial Wealth Advisors
Louisiana
$699K +$61.5K +2,424 +10%
IHL
1087
Investment House LLC
California
$698K
DE
1088
Day & Ennis
Georgia
$696K -$14.8K -582 -2%
LW
1089
Linscomb Wealth
Texas
$687K +$38.8K +1,530 +6%
CL
1090
Choreo LLC
Illinois
$686K +$58.8K +2,316 +9%
AAS
1091
Annex Advisory Services
Wisconsin
$686K +$690K +27,192 New
WT
1092
Washington Trust
Rhode Island
$685K -$533 -21 -0.1%
PI
1093
Pettee Investors
Connecticut
$669K
ECM
1094
ETrade Capital Management
Virginia
$669K +$462K +18,180 +218%
WFMPM
1095
Woodley Farra Manion Portfolio Management
Indiana
$668K +$22.8K +900 +4%
IP
1096
Investment Partners
Ohio
$655K -$5.25K -207 -0.8%
BTIS
1097
BB&T Investment Services
North Carolina
$652K +$464K +18,288 +232%
B
1098
Bellecapital
Switzerland
$651K -$69.9K -2,754 -10%
SGCA
1099
Steel Grove Capital Advisors
Tennessee
$646K +$368K +14,496 +131%
KFS
1100
Kurt F. Somerville
$640K

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.