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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
Cerity Partners
1376
Cerity Partners
New York
$244K -$481K -18,951 -33%
NFG
1377
Nadler Financial Group
Illinois
$244K -$5.03K -198 -2%
1IA
1378
1834 Investment Advisors
Wisconsin
$243K +$244K +9,618 New
GAM
1379
Garrison Asset Management
Arkansas
$242K -$12.9K -510 -5%
AIP
1380
Ahrens Investment Partners
Louisiana
$241K -$30.7K -1,209 -11%
HBT
1381
Hills Bank & Trust
Iowa
$241K -$7.62K -300 -3%
PAG
1382
Pinnacle Advisory Group
Maryland
$241K +$838 +33 +0.3%
EAM
1383
Evanson Asset Management
California
$241K +$6.85K +270 +3%
GAAM
1384
Guinness Atkinson Asset Management
California
$238K
OA
1385
Oxbow Advisors
Texas
$238K
RMDI
1386
R.M. Davis Inc
Maine
$237K -$24.9K -981 -9%
VNA
1387
VNBTrust National Association
Virginia
$237K -$8.84K -348 -4%
FCMC
1388
Founders Capital Management (Connecticut)
Connecticut
$237K
TIA
1389
Tiemann Investment Advisors
California
$237K
CAM
1390
CMT Asset Management
Illinois
$235K +$237K +9,327 New
CIC
1391
Chilton Investment Company
Connecticut
$234K -$105K -4,143 -31%
WPA
1392
Winning Points Advisors
Florida
$232K -$22.8K -900 -9%
NB
1393
Nicolet Bankshares
Wisconsin
$231K -$38.9K -1,533 -14%
CCM
1394
Catawba Capital Management
Virginia
$230K +$231K +9,111 New
TCM
1395
Tufton Capital Management
Maryland
$229K
AFA
1396
Abacus FCF Advisors
Florida
$229K +$118K +4,653 +105%
YMRC
1397
Yorktown Management & Research Company
Virginia
$227K
PAM
1398
Private Asset Management
California
$224K -$7.62K -300 -3%
GAM
1399
Gemmer Asset Management
California
$224K +$762 +30 +0.3%
CA
1400
CapWealth Advisors
Tennessee
$223K -$1.37K -54 -0.6%

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.