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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
KeyBank National Association
201
KeyBank National Association
Ohio
$32.6M -$1.75M -69,039 -5%
TAM
202
Tocqueville Asset Management
New York
$32.1M +$300K +11,832 +0.9%
CWM
203
CIBC World Markets
New York
$32M -$2.15M -84,756 -6%
CI
204
Conning Inc
Connecticut
$31.6M -$3.02M -119,052 -9%
TPSF
205
Texas Permanent School Fund
Texas
$31.4M -$1.9M -74,895 -6%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$30.6M -$238K -9,369 -0.8%
CTB
207
Country Trust Bank
Illinois
$30.6M -$1.31M -51,696 -4%
PWLP
208
Prio Wealth Limited Partnership
Massachusetts
$30.6M +$28.1M +1,105,521 +1,036%
PI
209
PineBridge Investments
New York
$30.5M -$2.53M -99,729 -8%
MME
210
Meag Munich Ergo
Germany
$30.5M -$11.9M -469,470 -28%
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$30.3M -$119K -4,695 -0.4%
JIC
212
Johnson Investment Counsel
Ohio
$30.2M +$8.57M +337,695 +39%
MNA
213
Manning & Napier Advisors
New York
$29.8M +$1.16M +45,645 +4%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$29.6M +$199K +7,854 +0.7%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$29.5M +$158K +6,219 +0.5%
Nomura Holdings
216
Nomura Holdings
Japan
$29.4M +$22.6M +890,541 +322%
Nomura Asset Management
217
Nomura Asset Management
Japan
$29.3M -$208K -8,175 -0.7%
EIP
218
Epoch Investment Partners
New York
$29.1M +$11.4M +448,824 +64%
CEP
219
Chicago Equity Partners
Illinois
$28.7M -$1.02M -40,065 -3%
GH
220
GAM Holding
Switzerland
$27.7M -$10.2M -400,893 -27%
QI
221
QS Investors
New York
$27.2M +$479K +18,867 +2%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$27M +$2.08M +81,783 +8%
Victory Capital Management
223
Victory Capital Management
Texas
$26.8M +$12.3M +485,760 +84%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$26.7M -$147K -5,805 -0.5%
WM
225
WS Management
Florida
$26.5M

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.