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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
FCCM
1426
First City Capital Management
Georgia
$200K +$201K +7,914 New
BWA
1427
Burt Wealth Advisors
Maryland
$192K +$34.3K +1,350 +21%
LA
1428
Legacy Advisors
Pennsylvania
$191K
TCM
1429
TD Capital Management
Tennessee
$190K -$18.3K -720 -9%
AC
1430
Alexandria Capital
Virginia
$190K +$152 +6 +0.1%
FPS
1431
Fieldpoint Private Securities
Connecticut
$189K
IAM
1432
Iridian Asset Management
Connecticut
$189K +$190K +7,500 New
OSNBOA
1433
Old Second National Bank of Aurora
Illinois
$186K +$22.8K +900 +14%
CPIG
1434
Chicago Partners Investment Group
Illinois
$185K +$113K +4,455 +132%
MLFP
1435
MPS Loria Financial Planners
Illinois
$185K +$175K +6,882 New
AIM
1436
Arcadia Investment Management
Michigan
$176K -$14.1K -555 -7%
SWA
1437
Sutton Wealth Advisors
Florida
$174K
ECM
1438
Exchange Capital Management
Michigan
$174K -$206K -8,103 -54%
JGIA
1439
Jackson Grant Investment Advisers
Connecticut
$174K -$13.8K -543 -7%
SC
1440
SRB Corp
Massachusetts
$174K -$10.9K -429 -6%
VCM
1441
Versant Capital Management
Arizona
$172K +$1.14K +45 +0.7%
DSI
1442
Daiwa SB Investments
Japan
$170K -$27.4K -1,080 -14%
PFO
1443
Pathstone Family Office
New Jersey
$167K -$7.62K -300 -4%
WA
1444
WealthTrust-Arizona
Arizona
$162K +$1.98K +78 +1%
SBL
1445
Sargent Bickham Lagudis
Colorado
$160K +$16.3K +642 +11%
LF
1446
Lee Financial
Texas
$159K +$4.34K +171 +3%
MRCM
1447
M&R Capital Management
New Jersey
$158K -$43K -1,692 -22%
AIS
1448
Accurate Investment Solutions
Pennsylvania
$156K -$38.1K -1,500 -19%
GBT
1449
Grove Bank & Trust
Florida
$152K +$51K +2,010 +50%
DOA
1450
D'Orazio & Associates
Virginia
$149K +$15.2K +600 +11%

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.