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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
CAM
1176
Columbia Asset Management
Michigan
$452K +$455K +17,919 New
PFSC
1177
Peoples Financial Services Corp
Pennsylvania
$450K +$38.1K +1,500 +9%
CNB
1178
Camden National Bank
Maine
$449K -$10.3K -405 -2%
SXL
1179
Summit X LLC
Missouri
$448K +$447K +17,592 New
AZA
1180
Arthur Zaske & Associates
Michigan
$447K +$38.1K +1,500 +9%
AFP
1181
Ausdal Financial Partners
Iowa
$446K +$13.1K +516 +3%
ACM
1182
Advisors Capital Management
New Jersey
$444K -$28.3K -1,116 -6%
ATC
1183
Adirondack Trust Company
New York
$443K -$6.85K -270 -2%
IFWM
1184
Institute for Wealth Management
Colorado
$442K +$442K +17,415 New
SSW
1185
Smith Shellnut Wilson
Mississippi
$440K -$75.5K -2,976 -14%
DTL
1186
Dynamic Technology Lab
Singapore
$439K +$442K +17,400 New
TWA
1187
TCI Wealth Advisors
Arizona
$438K -$5.94K -234 -1%
RA
1188
RFG Advisory
Alabama
$438K +$7.46K +294 +2%
MCWS
1189
McKinley Carter Wealth Services
West Virginia
$438K +$48.3K +1,902 +12%
GEA
1190
Glen Eagle Advisors
New Jersey
$434K +$5.86K +231 +1%
PFGIA
1191
Patriot Financial Group Insurance Agency
Massachusetts
$433K +$30.8K +1,215 +7%
MIFH
1192
Migdal Insurance & Financial Holdings
Israel
$432K -$144K -5,658 -25%
VCM
1193
Violich Capital Management
California
$430K
JFA
1194
Johanson Financial Advisors
California
$429K +$90.9K +3,579 +27%
OWD
1195
Osborn Williams & Donohoe
Ohio
$428K +$5.71K +225 +1%
MWAC
1196
Mariner Wealth Advisors (Cincinnati)
Ohio
$426K +$74K +2,913 +21%
NL
1197
NWAM LLC
Washington
$425K +$13K +513 +3%
CG
1198
Colony Group
Massachusetts
$424K +$163K +6,402 +61%
ZDA
1199
Zweig-DiMenna Associates
New York
$424K +$426K +16,800 New
HCMNY
1200
Howard Capital Management (New York)
New York
$423K

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.