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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
IR
1101
Invictus RG
Bermuda
$640K +$99.9K +3,936 +18%
SJL
1102
Shayne & Jacobs LLC
Tennessee
$627K -$24.8K -975 -4%
HFBOT
1103
Home Federal Bank of Tennessee
Tennessee
$625K
EB
1104
Eastern Bank
Massachusetts
$624K
HW
1105
Hancock Whitney
Mississippi
$622K -$3.81K -150 -0.6%
IH
1106
IFC Holdings
Florida
$622K +$100K +3,957 +19%
GSBTD
1107
Glenview State Bank Trust Department
Illinois
$621K
NGA
1108
Naples Global Advisors
Florida
$613K -$22.7K -894 -4%
BTNA
1109
Bremer Trust National Association
Minnesota
$612K -$122K -4,818 -17%
CCB
1110
Cutter & Co Brokerage
Missouri
$611K +$15.2K +600 +3%
1GA
1111
1st Global Advisors
Texas
$610K -$12K -474 -2%
MBT
1112
Montecito Bank & Trust
California
$602K -$11.2K -441 -2%
GBA
1113
Garrison Bradford & Associates
New York
$600K
CBA
1114
Coastal Bridge Advisors
Connecticut
$594K +$1.83K +72 +0.3%
PM
1115
Parametrica Management
Hong Kong
$593K +$596K +23,493 New
TF
1116
Tompkins Financial
New York
$587K -$4.95K -195 -0.8%
SA
1117
SRH Advisors
Kansas
$587K
FFSOTS
1118
Fiduciary Financial Services of The Southwest
Texas
$586K
ACM
1119
Argent Capital Management
Missouri
$585K -$11.8M -465,138 -95%
AMCA
1120
Arthur M. Cohen & Associates
Illinois
$584K -$155K -6,111 -21%
First Eagle Investment Management
1121
First Eagle Investment Management
New York
$582K
BFS
1122
Bradley Foster & Sargent
Connecticut
$582K +$15.9K +627 +3%
EIA
1123
Edgemoor Investment Advisors
Maryland
$579K +$1.83K +72 +0.3%
FANJ
1124
Financial Architects (New Jersey)
New Jersey
$578K -$2.32M -91,401 -80%
EWA
1125
Exencial Wealth Advisors
Oklahoma
$576K +$22.2K +873 +4%

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.