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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
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$73.5M +$73.9M +2,912,700 New
PI
127
Putnam Investments
Massachusetts
$73.4M +$2.71M +106,560 +4%
RFC
128
Regions Financial Corp
Alabama
$73.1M -$23.2M -914,244 -24%
Aviva
129
Aviva
United Kingdom
$71.3M -$1.44M -56,880 -2%
SRIM
130
Saratoga Research & Investment Management
California
$69.5M +$1.79M +70,371 +3%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$69.5M +$4.76M +187,695 +7%
DAC
132
Dividend Assets Capital
South Carolina
$69.3M +$1.69M +66,675 +2%
PCM
133
Palestra Capital Management
New York
$68.9M +$69.3M +2,730,000 New
VRS
134
Virginia Retirement Systems
Virginia
$68.4M
JIM
135
Jupiter Investment Management
United Kingdom
$68.1M +$6.92M +272,598 +11%
BCM
136
Becker Capital Management
Oregon
$68.1M -$390K -15,381 -0.6%
RRAM
137
River Road Asset Management
Kentucky
$66.5M -$976K -38,463 -1%
SDIC
138
South Dakota Investment Council
South Dakota
$65.4M -$23.5M -924,663 -26%
NFP
139
Narus Financial Partners
Utah
$64.7M -$207K -8,145 -0.3%
SOMRS
140
State of Michigan Retirement System
Michigan
$64.6M -$701K -27,600 -1%
GT
141
Glenmede Trust
Pennsylvania
$63.3M
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$62.9M +$47.2M +1,860,339 +295%
GIA
143
Gateway Investment Advisers
Ohio
$62.8M -$8.05M -316,917 -11%
ACI
144
AMP Capital Investors
Australia
$62.8M -$5.34M -210,168 -8%
QI
145
QV Investors
Alberta, Canada
$62.5M -$7.16M -281,880 -10%
NIPH
146
NN Investment Partners Holdings
Netherlands
$62.3M -$7.55M -297,258 -11%
TAM
147
Tyers Asset Management
Texas
$62.2M -$3.9M -153,720 -6%
SWITC
148
Stewart West Indies Trading Company
Colorado
$61.9M
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$61.8M -$893K -35,181 -1%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$57.9M +$2.41M +94,941 +4%

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.