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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
1126
SOL Capital Management
Maryland
$571K -$28.4K -1,119 -5%
NIM
1127
Northeast Investment Management
Massachusetts
$569K -$838 -33 -0.1%
BFIM
1128
Beese Fulmer Investment Management
Ohio
$566K +$53.3K +2,100 +10%
WPC
1129
White Pine Capital
Minnesota
$565K -$7.62K -300 -1%
SCA
1130
Snowden Capital Advisors
New York
$564K +$133K +5,247 +31%
VWM
1131
Venturi Wealth Management
Texas
$563K +$567K +22,335 New
WEC
1132
Winslow Evans & Crocker
Massachusetts
$560K +$4.57K +180 +0.8%
Fiera Capital (Canada)
1133
Fiera Capital (Canada)
Quebec, Canada
$557K -$128K -5,046 -19%
AAC
1134
Asset Advisors Corp
Georgia
$556K -$15.2K -600 -3%
MPAM
1135
Murphy Pohlad Asset Management
Minnesota
$552K
LFA
1136
Landmark Financial Advisors
Kentucky
$550K -$67.7K -2,667 -11%
FHB
1137
First Hawaiian Bank
Hawaii
$550K +$18.8K +741 +4%
HB
1138
Homrich & Berg
Georgia
$543K -$508K -19,998 -48%
JSL
1139
JT Stratford LLC
Georgia
$543K +$210K +8,283 +62%
SG
1140
StoneX Group
New York
$542K +$545K +21,474 New
FNBOO
1141
First National Bank of Omaha
Nebraska
$541K -$6.09K -240 -1%
STMM
1142
South Texas Money Management
Texas
$541K +$19.6K +774 +4%
CCM
1143
Check Capital Management
California
$531K -$46.2K -1,818 -8%
RMAM
1144
Raab & Moskowitz Asset Management
New Jersey
$527K -$7.39K -291 -1%
HH
1145
Hilltop Holdings
Texas
$519K -$2.29K -90 -0.4%
CC
1146
Cannell & Co
New York
$518K
CC
1147
Colrain Capital
Massachusetts
$511K -$381K -15,000 -43%
MSAM
1148
Moloney Securities Asset Management
Missouri
$509K -$42.6K -1,677 -8%
FHAM
1149
Folger Hill Asset Management
New York
$509K +$513K +20,190 New
CNAM
1150
Campbell Newman Asset Management
Wisconsin
$508K -$305K -11,997 -37%

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.