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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
RGNCM
1251
R.G. Niederhoffer Capital Management
New York
$363K +$366K +14,400 New
BFG
1252
Barber Financial Group
Kansas
$361K -$43.6K -1,719 -11%
BC
1253
Bartlett & Co
Ohio
$360K -$13.2K -519 -4%
MLL
1254
Moody Lynn & Lieberson
Massachusetts
$358K +$76.2K +3,000 +27%
VWA
1255
V Wealth Advisors
Kansas
$357K -$97.3K -3,834 -21%
PTB
1256
Pioneer Trust Bank
Oregon
$357K -$6.09K -240 -2%
LA
1257
Lucus Advisors
New York
$356K +$358K +14,118 New
NCM
1258
Novare Capital Management
North Carolina
$354K
MA
1259
MCF Advisors
Kentucky
$354K +$305 +12 +0.1%
B
1260
Bridgeworth
Alabama
$353K +$31.8K +1,251 +9%
AIM
1261
Anchor Investment Management
South Carolina
$352K +$76.2K +3,000 +27%
SAM
1262
Sawgrass Asset Management
Florida
$350K
JIC
1263
Joel Isaacson & Co
New York
$349K
CLOS
1264
Compagnie Lombard Odier SCmA
Switzerland
$347K +$59.3K +2,337 +20%
PIA
1265
Peachtree Investment Advisors
Georgia
$344K -$30.5K -1,200 -8%
FRM
1266
Foundation Resource Management
Arkansas
$343K -$22.8K -900 -6%
SSP
1267
Sapphire Star Partners
Washington
$341K -$845K -33,300 -71%
NA
1268
Navellier & Associates
Nevada
$341K -$838K -33,000 -71%
MAA
1269
Matrix Asset Advisors
New York
$341K -$39.6K -1,560 -10%
EIM
1270
Essex Investment Management
Massachusetts
$341K
MCM
1271
MAI Capital Management
Ohio
$341K +$36.6K +1,440 +12%
PCMC
1272
Paragon Capital Management (Colorado)
Colorado
$340K +$207K +8,151 +153%
SCCM
1273
Schafer Cullen Capital Management
New York
$339K +$21.3K +840 +7%
VDI
1274
Vaughan David Investments
Illinois
$338K -$15.2K -600 -4%
YWP
1275
YorkBridge Wealth Partners
New York
$338K -$1.14K -45 -0.3%

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.