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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
SFFS
1576
Stonehage Fleming Financial Services
Jersey
-$1.63M -67,800 Closed
EF
1577
Empowered Funds
Pennsylvania
-$1.62M -67,386 Closed
DCM
1578
Dynamic Capital Management
Jersey
-$1.26M -52,434 Closed
QC
1579
QCM Cayman
Texas
-$1.22M -50,901 Closed
AGM
1580
Alpine Global Management
New York
-$1.22M -50,580 Closed
ARTA
1581
A.R.T. Advisors
New York
-$1.14M -47,472 Closed
EI
1582
Elkhorn Investments
Illinois
-$1.12M -46,749 Closed
LPC
1583
Loeb Partners Corp
New York
-$1.08M -45,000 Closed
AFS
1584
Amtrust Financial Services
New York
-$993K -41,322 Closed
LP
1585
LMR Partners
United Kingdom
-$977K -40,644 Closed
SAM
1586
Symphony Asset Management
California
-$832K -34,620 Closed
ACM
1587
Americafirst Capital Management
California
-$823K -34,269 Closed
MCG
1588
Meru Capital Group
New York
-$721K -30,000 Closed
MSU
1589
Mizuho Securities USA
New York
-$714K -30,000 Closed
TSS
1590
Two Sigma Securities
New York
-$693K -28,839 Closed
CAG
1591
Crestwood Advisors Group
Massachusetts
-$572K -22,707 Closed
Boston Partners
1592
Boston Partners
Massachusetts
-$541K -22,506 Closed
SICM
1593
Sustainable Insight Capital Management
New York
-$469K -19,500 Closed
CWA
1594
Cypress Wealth Advisors
California
-$433K -18,036 Closed
JIM
1595
Jensen Investment Management
Oregon
-$420K -17,490 Closed
AL
1596
Airain Ltd
Guernsey
-$405K -16,836 Closed
NCM
1597
Northside Capital Management
Oregon
-$366K -15,231 Closed
Lido Advisors
1598
Lido Advisors
California
-$377K -14,871 Closed
LCM
1599
LVM Capital Management
Michigan
-$346K -14,400 Closed
FTI
1600
Fiduciary Trust International
Massachusetts
-$320K -13,314 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.