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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
MCM
176
Moore Capital Management
New York
$42M +$42.3M +1,665,000 New
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$41.8M -$3.87M -152,310 -8%
RI
178
RWWM Inc
California
$40.8M -$180K -7,086 -0.4%
Axa
179
Axa
France
$40.5M -$1.62M -63,924 -4%
CBCM
180
Cook & Bynum Capital Management
Alabama
$40.1M
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$40M +$7.17M +282,483 +22%
HighTower Advisors
182
HighTower Advisors
Illinois
$39.7M +$5.33M +209,901 +15%
ASRS
183
Arizona State Retirement System
Arizona
$39.5M -$1.53M -60,300 -4%
DRZID
184
DePrince Race & Zollo Inc (DRZ)
Florida
$39.4M -$3.69M -145,308 -9%
CAM
185
ClariVest Asset Management
California
$39.4M -$1.08M -42,624 -3%
AIMCA
186
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.8M -$678K -26,700 -2%
KBC Group
187
KBC Group
Belgium
$36.8M -$2.29M -90,393 -6%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$36.7M -$1.18M -46,398 -3%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$36.4M +$24.9K +981 +0.1%
FCIM
190
Fairview Capital Investment Management
California
$36.3M +$253K +9,975 +0.7%
CA
191
Commerzbank Aktiengesellschaft
Germany
$36.2M -$2.39M -94,092 -6%
JMPWA
192
JP Morgan Private Wealth Advisors
California
$36.2M +$6.81M +268,398 +23%
MCIM
193
Meadow Creek Investment Management
Georgia
$35.6M -$2.23M -87,840 -6%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$35.4M -$5.31M -209,097 -13%
PIA
195
Piedmont Investment Advisors
North Carolina
$34.3M -$24.7M -972,411 -42%
HCM
196
Hitchwood Capital Management
New York
$34.1M +$34.3M +1,350,000 New
BAPIM
197
British Airways Pensions Investment Management
United Kingdom
$33.7M -$418K -16,458 -1%
QIM
198
Quantitative Investment Management
Virginia
$33.6M +$12.9M +507,600 +62%
AAMU
199
Amundi Asset Management US
Massachusetts
$33.6M
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.5M -$5.2M -204,702 -13%

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.