We are live on ! Find out more
WMT icon

Walmart Inc
WMT

1,513 hedge funds and large institutions have $65.1B invested in Walmart Inc in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 574 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 64 → 70 (+6)

5% more capital invested

Capital invested by funds: $62B → $65.1B (+$3.09B)

3% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 96

0.6% more ownership

Funds ownership: 87.5% → 88.11% (+0.6%)

1% less funds holding

Funds holding: 1,524 → 1,513 (-11)

14% less repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 665

38% less call options, than puts

Call options by funds: $832M | Put options by funds: $1.33B

Holders
1,513
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.66%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.74%
New
99
Increased
574
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.97B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$221M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$154M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$116M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
PPA
Parametric Portfolio Associates
Washington
-$97.2M
5
Morgan Stanley
Morgan Stanley
New York
-$97.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1576
Gideon Capital Advisors
New York
– -$363K -15,726 Closed
FNBOMD
1577
First National Bank of Mount Dora
Florida
– -$351K -15,210 Closed
GAM
1578
Gould Asset Management
California
– -$342K -14,829 Closed
FDS
1579
First Dallas Securities
Texas
– -$339K -14,703 Closed
VSWA
1580
Vontobel Swiss Wealth Advisors
Switzerland
– -$326K -14,160 Closed
PCM
1581
Perritt Capital Management
Illinois
– -$312K -13,545 Closed
GD
1582
Grandfield & Dodd
New York
– -$259K -11,220 Closed
IMOV
1583
Investment Management of Virginia
Virginia
– -$256K -11,130 Closed
ZDA
1584
Zweig-DiMenna Associates
New York
– -$256K -11,100 Closed
GCMG
1585
Gyroscope Capital Management Group
Florida
– -$249K -10,815 Closed
KL
1586
KWMG LLC
Kansas
– -$242K -10,506 Closed
SLG
1587
Stanley-Laman Group
Pennsylvania
– -$220K -9,567 Closed
CNC
1588
Citizens & Northern Corp
Pennsylvania
– -$217K -9,405 Closed
IWA
1589
Inspirion Wealth Advisors
Illinois
– -$216K -9,354 Closed
FCCM
1590
First City Capital Management
Georgia
– -$203K -8,793 Closed
AP
1591
Appleton Partners
Massachusetts
– -$201K -8,742 Closed
DCM
1592
Donaldson Capital Management
Indiana
– -$201K -8,742 Closed
TG
1593
TLP Group
Illinois
– -$187K -8,115 Closed
HI
1594
Hendershot Investments
Virginia
– -$165K -7,176 Closed
Group One Trading
1595
Group One Trading
Illinois
– -$151K -6,540 Closed
PCM
1596
Prelude Capital Management
New York
– -$148K -6,411 Closed
AA
1597
Ancora Advisors
Ohio
– -$85K -3,699 Closed
ACM
1598
AUA Capital Management
Pennsylvania
– -$83K -3,600 Closed
SQA
1599
Simon Quick Advisors
New Jersey
– -$62K -2,700 Closed
EARNEST Partners
1600
EARNEST Partners
Georgia
– -$53K -2,322 Closed
61 62 63
64
65

WMT Hedge Fund Activity: Q1 2017 in Review

1,513 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2017, worth a combined $65.1B — up 5% from $62B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WMT positions and 96 closed out — a net gain of 3 holders — while 574 added to existing stakes and 665 trimmed.

The largest buyer was BlackRock, adding an estimated $5.97B. The largest seller was JP Morgan Chase, cutting an estimated $177M.

  • 1,513 institutional investors held Walmart Inc (WMT) as of Q1 2017, down from 1,524 in Q4 2016.
  • Funds reported $65.1B of Walmart Inc stock for Q1 2017, up 5% quarter-over-quarter.
  • 99 funds opened new Walmart Inc positions in Q1 2017 and 96 closed out, a net change of +3 holders.
  • The largest Walmart Inc buyer in Q1 2017 was BlackRock, an estimated $5.97B added.
  • The largest Walmart Inc seller in Q1 2017 was JP Morgan Chase, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2017.