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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
PA
1351
Probity Advisors
Texas
$260K -$24.8K -978 -9%
IAMOG
1352
Investors Asset Management of Georgia
Georgia
$260K +$1.9K +75 +0.7%
SFG
1353
SNS Financial Group
Minnesota
$259K -$140K -5,508 -35%
CCM
1354
Chilton Capital Management
Texas
$259K -$11.4K -450 -4%
IOOF
1355
Independent Order of Foresters
Ontario, Canada
$258K -$111K -4,380 -30%
MA
1356
Marshwinds Advisory
Georgia
$258K -$22.8K -900 -8%
RCM
1357
RNC Capital Management
California
$257K +$228 +9 +0.1%
UWPG
1358
Ullmann Wealth Partners Group
Florida
$256K
GLI
1359
Guardian Life Insurance
New York
$253K -$188K -7,401 -42%
TIM
1360
Tortoise Investment Management
New York
$253K -$13.5K -531 -5%
QCG
1361
Quadrant Capital Group
Ohio
$252K +$17.9K +705 +6%
AIA
1362
Affinity Investment Advisors
California
$251K -$1.64M -64,674 -87%
CCFCSB
1363
Cape Cod Five Cents Savings Bank
Massachusetts
$251K -$15.2K -600 -6%
MC
1364
Matisse Capital
Oregon
$251K
IIC
1365
Integrated Investment Consultants
Michigan
$250K -$7.62K -300 -3%
HCM
1366
Hall Capital Management
Rhode Island
$250K
SCM
1367
Southport Capital Management
Tennessee
$250K +$14.5K +570 +6%
WIA
1368
Westbourne Investment Advisors
Maryland
$250K +$17.5K +690 +7%
CC
1369
Cedar Capital
Illinois
$250K +$252K +9,912 New
SIM
1370
SSI Investment Management
California
$249K -$3.5K -138 -1%
AAM
1371
American Asset Management
Florida
$249K +$228 +9 +0.1%
AHC
1372
Adell Harriman & Carpenter
Texas
$249K -$7.62K -300 -3%
BPC
1373
Banque Pictet & Cie
Switzerland
$248K
CBOR
1374
Community Bank of Raymore
Missouri
$246K -$31.5K -1,239 -11%
CYG
1375
Clean Yield Group
Vermont
$246K

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.