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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
MCIA
1526
Mountain Capital Investment Advisors
Colorado
$20K +$20.3K +798 New
OFS
1527
Orrstown Financial Services
Pennsylvania
$19K +$19K +750 New
PO
1528
Private Ocean
California
$17K
SIA
1529
Sit Investment Associates
Minnesota
$17K +$8.07K +318 +89%
CP
1530
Corbenic Partners
Pennsylvania
$16K +$228 +9 +1%
PS
1531
Portfolio Solutions
Michigan
$15K
BAM
1532
Barrett Asset Management
New York
$14K +$11.4K +450 +375%
MWM
1533
Mascoma Wealth Management
New Hampshire
$13K -$76.2K -3,000 -85%
PCFFS
1534
Pacific Center for Financial Services
California
$13K +$4.19K +165 +49%
MUS
1535
Mitsubishi UFJ Securities
Japan
$13K +$8.38K +330 +183%
HCC
1536
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.74K -108 -20%
OAJ
1537
Ogorek Anthony Joseph
New York
$12K
AWMS
1538
Advocacy Wealth Management Services
Georgia
$8K
AA
1539
AlphaMark Advisors
Kentucky
$8K
IP
1540
Isthmus Partners
Wisconsin
$8K
TWMP
1541
Taylor Wealth Management Partners
Massachusetts
$8K
SIAS
1542
Shine Investment Advisory Services
Colorado
$8K +$8.3K +327 New
CFA
1543
Camarda Financial Advisors
Florida
$5K
CWM
1544
Cedar Wealth Management
California
$4K
RI
1545
Redwood Investments
Massachusetts
$4K
NR
1546
Newfound Research
Massachusetts
$3K +$152 +6 +6%
CHP
1547
Cable Hill Partners
Oregon
$2K -$17.1K -675 -90%
WAS
1548
WESPAC Advisors SoCal
California
$2K -$11.8K -465 -84%
LYV
1549
Live Your Vision
Pennsylvania
$2K
MIM
1550
Macroview Investment Management
Maryland
$2K

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.