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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
AIP
1451
Almanack Investment Partners
Pennsylvania
$149K +$150K +5,892 New
KTC
1452
Kistler-Tiffany Companies
Pennsylvania
$145K +$80.6K +3,174 +124%
HI
1453
Hudock Inc
Pennsylvania
$139K +$533 +21 +0.4%
JWM
1454
Jacobus Wealth Management
Wisconsin
$137K -$15.2K -600 -10%
HIIFS
1455
Harel Insurance Investments & Financial Services
Israel
$136K -$100K -3,957 -42%
SNT
1456
Security National Trust
West Virginia
$134K
ACM
1457
Armbruster Capital Management
New York
$129K -$15.2K -600 -11%
BRC
1458
Bell Rock Capital
Delaware
$129K +$129K +5,100 New
AWM
1459
Avior Wealth Management
Nebraska
$123K
TDC
1460
Thompson Davis & Co
Virginia
$115K +$95.4K +3,756 +457%
APSP
1461
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K
GBBWRPM
1462
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$108K +$3.43K +135 +3%
WA
1463
Winfield Associates
Ohio
$104K +$5.71K +225 +6%
ABA
1464
American Beacon Advisors
Texas
$103K
1832 Asset Management
1465
1832 Asset Management
Ontario, Canada
$102K -$95.4K -3,756 -48%
CIAN
1466
Capstone Investment Advisors (Netherlands)
New York
$99K +$100K +3,942 New
MWM
1467
MinichMacGregor Wealth Management
New York
$97K +$685 +27 +0.7%
MCM
1468
MV Capital Management
Maryland
$97K +$1.9K +75 +2%
HDIM
1469
Hanson & Doremus Investment Management
Vermont
$96K -$7.62K -300 -7%
NCM
1470
Nelson Capital Management
California
$94K -$30.5K -1,200 -24%
SAM
1471
Solaris Asset Management
New York
$91K
ACM
1472
AUA Capital Management
Pennsylvania
$91K +$91.4K +3,600 New
CFG
1473
CKW Financial Group
Hawaii
$90K
GRP
1474
Global Retirement Partners
California
$89K -$123K -4,854 -58%
GI
1475
Gradient Investments
Minnesota
$88K +$2.29K +90 +3%

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.