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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
DHFB
1276
Dixon Hubard Feinour & Brown
Virginia
$337K +$15.2K +600 +5%
IFB
1277
iAB Financial Bank
Indiana
$335K -$30.5K -1,200 -8%
WA
1278
WealthTrust Axiom
Pennsylvania
$334K -$41.9K -1,650 -11%
NCM
1279
Narwhal Capital Management
Georgia
$333K -$137K -5,400 -29%
NERM
1280
New England Research & Management
Illinois
$332K
FBT
1281
First Bank & Trust
South Dakota
$332K +$76 +3 +0%
CC
1282
Capital Counsel
New York
$330K
PCA
1283
Private Capital Advisors
Connecticut
$330K
FWM
1284
Focused Wealth Management
New York
$330K +$8.38K +330 +3%
RWA
1285
RGT Wealth Advisors
Texas
$330K +$333K +13,101 New
RVPG
1286
Relative Value Partners Group
$325K
TI
1287
Truepoint Inc
Ohio
$325K +$38K +1,497 +14%
OAM
1288
Occidental Asset Management
California
$324K +$24.1K +951 +8%
DAM
1289
Deltec Asset Management
New York
$322K +$324K +12,750 New
CA
1290
Continuum Advisory
Idaho
$321K +$33.5K +1,320 +12%
FFA
1291
First Foundation Advisors
California
$319K -$222K -8,733 -41%
PK
1292
Pflug Koory
Nebraska
$319K
BBA
1293
BLB&B Advisors
Pennsylvania
$317K +$21.7K +855 +7%
TC
1294
Trust Company
Kansas
$316K -$43.8K -1,725 -12%
VC
1295
Vicus Capital
Pennsylvania
$315K -$39.8K -1,569 -11%
AF
1296
Allworth Financial
California
$315K +$38.5K +1,515 +14%
CCP
1297
Corient Capital Partners
California
$312K -$762 -30 -0.2%
GS
1298
Girard Securities
California
$311K +$19.3K +762 +7%
SFM
1299
Soros Fund Management
New York
$310K
SGAM
1300
Steinberg Global Asset Management
Florida
$307K +$5.41K +213 +2%

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.