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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
AB
1401
Atlas Brown
Kentucky
$223K +$4.42K +174 +2%
RMCM
1402
Reynders McVeigh Capital Management
Massachusetts
$222K +$2.51K +99 +1%
AAM
1403
Autus Asset Management
Arizona
$221K -$54.8K -2,160 -20%
BSB
1404
Bangor Savings Bank
Maine
$221K
OAM
1405
Oberweis Asset Management
Illinois
$221K +$4.49K +177 +2%
CF
1406
Corrigan Financial
Rhode Island
$220K
LC
1407
Loews Corp
New York
$218K
RSVP
1408
Ramsay Stattman Vela & Price
Colorado
$217K -$36.2K -1,425 -14%
DK
1409
Darrell & King
Virginia
$217K +$219K +8,610 New
AAP
1410
Arax Advisory Partners
Colorado
$215K +$57.7K +2,271 +36%
SIM
1411
Sonora Investment Management
Arizona
$214K +$26.3K +1,035 +14%
CCM
1412
Canal Capital Management
Virginia
$212K -$40.1K -1,578 -16%
NPA
1413
Nichols & Pratt Advisers
Massachusetts
$212K
HTHT
1414
Hemenway Trust Hemenway Trust
New Hampshire
$212K +$213K +8,400 New
HCM
1415
Hollencrest Capital Management
California
$211K -$18.8K -741 -8%
TAM
1416
Trillium Asset Management
Massachusetts
$211K -$10.1K -396 -5%
SAM
1417
Shamrock Asset Management
Texas
$210K -$29.9K -1,179 -12%
DP
1418
Dearborn Partners
Illinois
$208K -$20.9K -825 -9%
KL
1419
Kinsight LLC
Alabama
$208K -$3.81K -150 -2%
FIM
1420
Farmhouse Investment Management
California
$208K
PIM
1421
Penobscot Investment Management
Massachusetts
$207K +$209K +8,214 New
RW
1422
Rand Wealth
Maryland
$206K +$207K +8,163 New
SWM
1423
Segment Wealth Management
Texas
$206K +$208K +8,193 New
PWP
1424
Private Wealth Partners
California
$204K +$206K +8,100 New
PFA
1425
Paradigm Financial Advisors
Missouri
$201K +$203K +7,980 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.