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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
CFD
1501
Creative Financial Designs
Indiana
$44K +$228 +9 +0.5%
CPA
1502
Clear Perspective Advisors
Illinois
$42K -$7.46K -294 -15%
FMA
1503
FNY Managed Accounts
New York
$42K -$1.52K -60 -3%
BWP
1504
Baldwin Wealth Partners
Massachusetts
$39K
GWA
1505
Guidant Wealth Advisors
Illinois
$39K
TFO
1506
Tarbox Family Office
California
$39K
CWM
1507
Cranbrook Wealth Management
Michigan
$38K
NCM
1508
New Capital Management
Texas
$37K
HR
1509
Howe & Rusling
New York
$37K +$17.6K +693 +89%
RCG
1510
Ruggie Capital Group
Florida
$37K +$20.7K +816 +129%
IPC
1511
Independent Portfolio Consultants
Florida
$36K -$706K -27,795 -95%
VCM
1512
Vigilant Capital Management
Maine
$36K -$7.62K -300 -17%
CBT
1513
Central Bank & Trust
Kentucky
$34K
CAW
1514
Cornerstone Advisors (Washington)
Washington
$29K -$14.2K -561 -33%
EWM
1515
Edge Wealth Management
New York
$29K
HFM
1516
Harvest Fund Management
China
$29K +$29.3K +1,155 New
LWA
1517
Lowe Wealth Advisors
Maryland
$28K +$381 +15 +1%
MBT
1518
Monroe Bank & Trust
Michigan
$27K
NSB
1519
Norway Savings Bank
Maine
$27K
RBC
1520
Roble Belko & Company
Pennsylvania
$25K
CAM
1521
Close Asset Management
United Kingdom
$23K -$348K -13,692 -94%
ARMC
1522
American Research & Management Company
Massachusetts
$23K
QAM
1523
QCI Asset Management
New York
$23K +$6.47K +255 +38%
DPA
1524
Delphi Private Advisors
California
$22K +$24.2K +954 New
HS
1525
Horan Securities
United States
$21K

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.