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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
Berkshire Hathaway
101
Berkshire Hathaway
Nebraska
$105M
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$97M -$1.89M -74,607 -2%
GVI
103
Green Valley Investors
Delaware
$96M -$3.79M -149,478 -4%
Two Sigma Investments
104
Two Sigma Investments
New York
$93.2M +$91.8M +3,615,510 +4,601%
Stifel Financial
105
Stifel Financial
Missouri
$93.1M -$3.03M -119,229 -3%
GC
106
Guggenheim Capital
Illinois
$92.4M -$10.9M -428,013 -10%
BCM
107
Bridgeway Capital Management
Texas
$89.3M -$963K -37,950 -1%
NI
108
Numeric Investors
Massachusetts
$89.3M +$21.4M +841,290 +31%
SO
109
STRS Ohio
Ohio
$89.2M -$6.97M -274,740 -7%
National Pension Service
110
National Pension Service
South Korea
$86.8M +$8.37M +329,595 +11%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$85.9M +$35.1M +1,380,666 +68%
TIM
112
Thornburg Investment Management
New Mexico
$85.6M +$172K +6,777 +0.2%
FAM
113
Fred Alger Management
New York
$85.4M +$84.1M +3,312,489 +4,620%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$85.3M -$1.39M -54,900 -2%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$82M -$37.3M -1,471,029 -31%
Massachusetts Financial Services
116
Massachusetts Financial Services
Massachusetts
$81.3M +$17.7M +698,961 +28%
N
117
Nuveen
North Carolina
$81.2M +$34.4M +1,356,213 +73%
SCM
118
Shapiro Capital Management
Georgia
$80.4M -$2.22M -87,414 -3%
YAM
119
Yacktman Asset Management
Texas
$79.9M -$874K -34,431 -1%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$79.8M -$14.9M -587,592 -16%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$78.9M -$3.94M -155,094 -5%
ELC
122
Edgar Lomax Company
Virginia
$77.2M -$2.36M -93,150 -3%
FCM
123
Flinton Capital Management
Pennsylvania
$75.6M -$4.74M -186,660 -6%
Fayez Sarofim & Co
124
Fayez Sarofim & Co
Texas
$74.7M -$1.36M -53,616 -2%
ProShare Advisors
125
ProShare Advisors
Maryland
$74.6M -$7.26M -285,954 -9%

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.