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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
FFW
1551
Fusion Family Wealth
New York
$1K
WCM
1552
Wealthcare Capital Management
Virginia
$1K
AUB
1553
Atlantic Union Bankshares
Virginia
$625 -$42.6K -1,677 -6%
SCP
1554
Syntal Capital Partners
Texas
$217 +$219K +8,625 New
CT
1555
Chicago Trust
Illinois
$215 -$26.3K -1,035 -11%
IWM
1556
IHT Wealth Management
Illinois
$18 +$51.9K +2,046 +17%
Voloridge Investment Management
1557
Voloridge Investment Management
Florida
-$113M -4,682,559 Closed
SC
1558
Samlyn Capital
New York
-$42.5M -1,767,033 Closed
MCM
1559
Masters Capital Management
Georgia
-$36M -1,500,000 Closed
NI
1560
Nuance Investments
Missouri
-$22.1M -920,418 Closed
TBC
1561
Tweedy, Browne Co
Connecticut
-$18.4M -765,045 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1562
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$12.4M -516,000 Closed
LT
1563
LJ Trust
Nevada
-$12.3M -513,198 Closed
CGT
1564
Capital Guardian Trust
California
-$9.4M -391,080 Closed
XK
1565
Xact Kapitalforvaltning
Sweden
-$8.7M -361,872 Closed
LCM
1566
Landscape Capital Management
New Jersey
-$7.44M -312,132 Closed
DCCA
1567
D.C. Capital Advisors
New York
-$7.21M -300,000 Closed
WMSA
1568
Weiss Multi-Strategy Advisers
New York
-$6.21M -258,450 Closed
BA
1569
Bridgewater Associates
Connecticut
-$5.91M -245,892 Closed
EGM
1570
Engineers Gate Manager
New York
-$4.28M -178,101 Closed
PP
1571
Prospector Partners
Connecticut
-$3.11M -129,600 Closed
PAM
1572
Princeton Alpha Management
New Jersey
-$2.84M -118,254 Closed
BIMC
1573
Benson Investment Management Company
Virginia
-$2.45M -102,666 Closed
MCM
1574
McKinley Capital Management
Alaska
-$2.44M -101,388 Closed
FC
1575
Fairpointe Capital
Illinois
-$1.64M -68,100 Closed

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.