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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
WI
1226
WrapManager Inc
California
$391K -$1.68K -66 -0.4%
FMLI
1227
Fukoku Mutual Life Insurance
Japan
$391K
BCM
1228
Brookstone Capital Management
Illinois
$389K -$89.9K -3,543 -19%
RW
1229
REDW Wealth
New Mexico
$386K
FHA
1230
Flagship Harbor Advisors
Massachusetts
$384K +$25.5K +1,005 +7%
OFW
1231
Omnia Family Wealth
Florida
$384K +$119K +4,707 +45%
EM
1232
Excalibur Management
Massachusetts
$383K -$21.3K -840 -5%
AC
1233
Abbrea Capital
California
$383K
PAS
1234
Partnervest Advisory Services
California
$383K +$45.2K +1,782 +13%
ACP
1235
Arcus Capital Partners
Georgia
$382K
CIM
1236
CIM Investment Management
Pennsylvania
$381K -$23.9K -942 -6%
GWCM
1237
Godshalk Welsh Capital Management
Pennsylvania
$381K +$11.4K +450 +3%
JC
1238
Jacobs & Co
California
$380K -$5.71K -225 -1%
SOAMC
1239
Spirit of America Management Corp
New York
$380K
UAS
1240
United Asset Strategies
New York
$380K
WI
1241
Wafra Inc
New York
$371K -$10.3M -405,537 -97%
HCMT
1242
Highland Capital Management (Tennessee)
Tennessee
$371K
CIM
1243
Cetera Investment Management
California
$370K -$73.8K -2,907 -16%
WG
1244
Welch Group
Alabama
$370K -$4.8K -189 -1%
TCM
1245
Texan Capital Management
Texas
$370K
SSWM
1246
Smith Salley Wealth Management
North Carolina
$369K -$65.3K -2,574 -15%
CWM
1247
Concert Wealth Management
California
$366K -$526K -20,712 -59%
BL
1248
Balentine LLC
Georgia
$366K
IIA
1249
IPG Investment Advisors
California
$363K +$381 +15 +0.1%
KJHP
1250
K.J. Harrison & Partners
Ontario, Canada
$363K -$115K -4,512 -24%

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.