We are live on ! Find out more
WMT icon

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
WPW
1601
Waldron Private Wealth
Pennsylvania
-$313K -13,026 Closed
PHK
1602
Point72 Hong Kong
Hong Kong
-$279K -11,610 Closed
MC
1603
MIG Capital
California
-$275K -11,436 Closed
MWP
1604
MYCIO Wealth Partners
Pennsylvania
-$266K -11,085 Closed
TCB
1605
Texas Capital Bancshares
Texas
-$250K -10,419 Closed
PL
1606
Parkwood LLC
Ohio
-$246K -10,257 Closed
NME
1607
Notis-McConarty Edward
-$245K -10,200 Closed
SMH
1608
Sanders Morris Harris
Texas
-$231K -9,645 Closed
CWM
1609
Catamount Wealth Management
Connecticut
-$231K -9,600 Closed
AL
1610
Aspiriant LLC
California
-$215K -8,973 Closed
LCOV
1611
London Company of Virginia
Virginia
-$214K -8,889 Closed
LIA
1612
LBMC Investment Advisors
Tennessee
-$208K -8,655 Closed
RMA
1613
Roffman Miller Associates
Pennsylvania
-$206K -8,562 Closed
QFA
1614
Quattro Financial Advisors
Texas
-$108K -4,500 Closed
HCA
1615
Harbour Capital Advisors
Virginia
-$97.6K -4,062 Closed
VIM
1616
Veritas Investment Management
United Kingdom
-$94K -3,900 Closed
AA
1617
Apriem Advisors
California
-$74K -3,090 Closed
BIG
1618
Bellwether Investment Group
Tennessee
-$46K -1,935 Closed
IDBONY
1619
Israel Discount Bank of New York
New York
-$36K -1,500 Closed
BKA
1620
Brick & Kyle Associates
Pennsylvania
-$29K -1,200 Closed
KLWA
1621
Kelly Lawrence W & Associates
California
-$24K -999 Closed
HA
1622
Harfst & Associates
Wyoming
-$11K -498 Closed
HCM
1623
Highlander Capital Management
New Jersey
-$7K -300 Closed
CCM
1624
Cohen Capital Management
California
-$2K -81 Closed
BCI
1625
Brinker Capital Investments
Pennsylvania
-$1K -60 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.