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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
1151
Sterneck Capital Management
Missouri
$506K +$7.69K +303 +2%
FCB
1152
First Command Bank
Texas
$504K +$69.9K +2,754 +16%
FCFS
1153
First Command Financial Services
Texas
$504K +$69.9K +2,754 +16%
ZB
1154
Zions Bancorporation
Utah
$501K +$242K +9,540 +92%
IB
1155
Intrust Bank
Kansas
$500K
MLIC
1156
Mandatum Life Insurance Company
Finland
$499K
SKK
1157
Shepherd Kaplan Krochuk
Massachusetts
$499K
OC
1158
Oakworth Capital
Alabama
$497K +$47.7K +1,878 +11%
EBSAM
1159
Eubel Brady & Suttman Asset Management
Ohio
$489K -$15.8K -624 -3%
BFO
1160
Boston Family Office
Massachusetts
$487K
B
1161
Bailard
California
$484K
PWMAG
1162
Pinnacle Wealth Management Advisory Group
New Jersey
$483K +$39.5K +1,554 +9%
CTI
1163
Community Trust & Investment
Kentucky
$480K +$8.68K +342 +2%
SIP
1164
Stoneridge Investment Partners
Pennsylvania
$480K +$57.3K +2,259 +13%
MMG
1165
Monetary Management Group
Missouri
$475K -$9.52K -375 -2%
FWP
1166
FAS Wealth Partners
Kansas
$471K +$914 +36 +0.2%
HFM
1167
Hartford Financial Management
Connecticut
$466K +$206K +8,100 +78%
WF
1168
WealthTrust Fairport
Ohio
$464K -$8K -315 -2%
EA
1169
Edge Advisors
Georgia
$461K -$9.06K -357 -2%
LBC
1170
Lawrence B. Cohen
$458K
EDRIA
1171
Edmonds Duncan Registered Investment Advisors
Kansas
$457K -$7.54K -297 -2%
LC
1172
Lincoln Capital
Nebraska
$457K
TC
1173
Telemus Capital
Michigan
$455K +$2.89K +114 +0.6%
GWI
1174
Grace & White Inc
New York
$453K
SS
1175
Simplicity Solutions
Minnesota
$452K -$69.2K -2,727 -13%

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.