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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
SCI
1301
Stableford Capital II
Arizona
$306K -$76 -3 -0%
GAM
1302
Gould Asset Management
California
$306K +$308K +12,129 New
FFC
1303
First Financial Corp
Indiana
$304K
PLFAM
1304
Pineno Levin & Ford Asset Management
Virginia
$304K
PGCM
1305
Prescott Group Capital Management
Oklahoma
$303K
SCI
1306
S&CO Inc
Massachusetts
$303K
AIM
1307
Acrospire Investment Management
Illinois
$303K +$22.8K +900 +8%
EGA
1308
E&G Advisors
Texas
$303K +$305K +12,000 New
ACI
1309
Alpha Cubed Investments
California
$301K -$23.5K -924 -7%
GCMG
1310
Gyroscope Capital Management Group
Florida
$297K +$299K +11,760 New
BWAM
1311
Boyd Watterson Asset Management
Ohio
$295K -$72K -2,835 -20%
CC
1312
Cadinha & Co
Hawaii
$295K
FAN
1313
Financial Advisors Network
California
$294K +$24.2K +954 +9%
PG
1314
Patten Group
Tennessee
$292K -$14.5K -570 -5%
NAM
1315
NTV Asset Management
West Virginia
$289K
SEC
1316
Seven Eight Capital
New York
$289K +$251K +9,900 +630%
Loomis, Sayles & Company
1317
Loomis, Sayles & Company
Massachusetts
$286K -$4.73M -186,516 -94%
TCM
1318
Tradewinds Capital Management
Washington
$283K -$15.2K -597 -5%
PCM
1319
Penserra Capital Management
California
$282K +$284K +11,190 New
OC
1320
Oarsman Capital
Wisconsin
$280K -$3.81K -150 -1%
GW
1321
GW & Wade
Massachusetts
$279K -$57.7K -2,271 -17%
WSC
1322
Wellington Shields & Co
New York
$279K +$2.21K +87 +0.8%
WTB
1323
Washington Trust Bank
Washington
$277K -$15.7K -618 -5%
CIAS
1324
Capital Investment Advisory Services
North Carolina
$276K -$103K -4,050 -27%
BOS
1325
Bingham Osborn & Scarborough
California
$276K +$6.17K +243 +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.