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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
Verition Fund Management
1326
Verition Fund Management
Connecticut
$275K -$932K -36,699 -77%
GC
1327
Grimes & Company
Massachusetts
$275K
LI
1328
Longer Investments
Arkansas
$275K
SLA
1329
Silver Lake Advisory
Utah
$274K +$381 +15 +0.1%
AF
1330
Affiance Financial
Minnesota
$273K -$7.24K -285 -3%
IA
1331
Independence Advisors
Pennsylvania
$273K
HA
1332
Hays Advisory
Tennessee
$273K +$15.5K +609 +6%
CAM
1333
Congress Asset Management
Massachusetts
$272K +$22.8K +900 +9%
WI
1334
Wedgewood Investors
Pennsylvania
$271K
ID
1335
Integral Derivatives
New York
$270K -$77.2K -3,042 -22%
MC
1336
Middleton & Co
Massachusetts
$270K -$30.5K -1,200 -10%
MC
1337
Miles Capital
Iowa
$269K +$8.07K +318 +3%
SFSIG
1338
San Francisco Sentry Investment Group
California
$269K +$53K +2,088 +24%
BWFM
1339
Bridgewater Wealth & Financial Management
Maryland
$269K +$270K +10,650 New
VNA
1340
Valley National Advisers
Pennsylvania
$266K -$50K -1,971 -16%
NDSI
1341
Newman Dignan & Sheerar Inc
Rhode Island
$266K
PPSG
1342
Princeton Portfolio Strategies Group
New Jersey
$266K
SIAM
1343
Sterling Investment Advisors (Missouri)
Missouri
$266K +$152 +6 +0.1%
ISB
1344
Iowa State Bank
Iowa
$265K
UFG
1345
United Fire Group
Iowa
$265K
BCP
1346
Berkeley Capital Partners
Georgia
$264K -$115K -4,518 -30%
SGK
1347
Steigerwald Gordon & Koch
Virginia
$264K +$305 +12 +0.1%
FNFDCM
1348
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$263K -$99K -3,900 -27%
VIA
1349
Vantage Investment Advisors
Pennsylvania
$262K -$3.2K -126 -1%
BFM
1350
Boothbay Fund Management
New York
$261K +$263K +10,353 New

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.