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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
AOWM
1476
Alpha Omega Wealth Management
Virginia
$87K
AP
1477
Atwood & Palmer
Missouri
$83K +$76.2K +3,000 +1,000%
FC
1478
Ferris Capital
Massachusetts
$83K +$83.5K +3,291 New
PCTC
1479
Perkins Coie Trust Company
Washington
$82K +$76.2K +3,000 +1,176%
DSN
1480
D. Scott Neal
Kentucky
$81K
MFBTD
1481
MB Financial Bank - Trust Department
Illinois
$78K -$3.43K -135 -4%
JFA
1482
JNBA Financial Advisors
Minnesota
$76K -$15.2K -600 -17%
BCM
1483
Blume Capital Management
California
$76K
EWM
1484
Endurance Wealth Management
Rhode Island
$75K
WOC
1485
West Oak Capital
California
$71.9K
IUHSA
1486
Itau Unibanco Holding S.A.
Brazil
$70K +$12.9K +510 +22%
PVH
1487
Psagot Value Holdings
Israel
$68K -$11.4K -450 -14%
WIM
1488
Westside Investment Management
California
$67.1K -$76 -3 -0.1%
PWM
1489
Perigon Wealth Management
California
$63K
TJHA
1490
Thomas J. Herzfeld Advisors
Florida
$62K -$34.5K -1,359 -36%
MIC
1491
MU Investments Company
Japan
$62K -$25.1K -990 -29%
MIP
1492
Mondrian Investment Partners
United Kingdom
$62K
SIAP
1493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K
FMP
1494
Financial Management Professionals
Texas
$58K
RAM
1495
Riggs Asset Management
Pennsylvania
$57K +$30.5K +1,200 +114%
WPA
1496
West Paces Advisors
Georgia
$56.2K
ST
1497
Sageworth Trust
Pennsylvania
$50K +$50.8K +2,001 New
CPP
1498
Crow Point Partners
Massachusetts
$49K -$94.2K -3,711 -66%
GWS
1499
Glassman Wealth Services
Virginia
$48K -$63.8K -2,514 -57%
LCM
1500
Liberty Capital Management
Michigan
$44K -$183K -7,200 -80%

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.