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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
Nordea Investment Management
151
Nordea Investment Management
Sweden
$56.7M -$2.39M -94,062 -4%
Citigroup
152
Citigroup
New York
$56.7M -$27.7M -1,092,987 -33%
ZIM
153
Zacks Investment Management
Illinois
$55.5M +$1.3M +51,360 +2%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$54.2M -$2.6M -102,480 -5%
MAM
155
Martingale Asset Management
Massachusetts
$53.4M -$633K -24,948 -1%
AIG
156
American International Group
New York
$53.3M -$1M -39,546 -2%
Federated Hermes
157
Federated Hermes
Pennsylvania
$52.9M +$9.04M +356,052 +20%
NFA
158
Nationwide Fund Advisors
Ohio
$52.3M -$2.32M -91,218 -4%
First Trust Advisors
159
First Trust Advisors
Illinois
$52.2M +$387K +15,261 +0.7%
CBOA
160
Commonwealth Bank of Australia
Australia
$50.7M -$272K -10,713 -0.5%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$50.6M +$24.5M +965,382 +93%
Bessemer Group
162
Bessemer Group
New Jersey
$50.2M -$25M -983,079 -33%
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$49.3M -$11M -434,841 -18%
GAM
164
Gotham Asset Management
New York
$49.2M +$2.91M +114,504 +6%
NA
165
Neuburgh Advisers
California
$48.9M -$3.07M -120,780 -6%
CCMH
166
Cornerstone Capital Management Holdings
New York
$48.1M -$1.74M -68,529 -3%
Los Angeles Capital Management
167
Los Angeles Capital Management
California
$48M -$17.4M -683,874 -26%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$47.8M +$4.84M +190,725 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
169
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$47.1M
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$46.2M +$1.17M +46,200 +3%
SEI Investments
171
SEI Investments
Pennsylvania
$45.9M +$4.79M +188,850 +12%
Calamos Advisors
172
Calamos Advisors
Illinois
$45.5M -$4M -157,653 -8%
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
$44.6M -$15.2M -600,000 -25%
FQ
174
First Quadrant
California
$44.5M -$2.82M -111,132 -6%
Comerica Bank
175
Comerica Bank
Texas
$42.8M -$3.28M -129,216 -7%

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.