Walmart Inc
WMT
1,555 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, 601 increasing their positions, 633 reducing their positions, and 69 closing their positions.
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 (+$3.27B)
3% more funds holding
Funds holding: 1,513 → 1,555 (+42)
1.73% more ownership
Funds ownership: 88.1% → 89.83% (+1.7%)
1% more funds holding in top 10
Funds holding in top 10: 70 → 71 (+1)
5% less repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 633
10% less call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.25B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$427M |
| 2 |
Two Sigma Advisers
New York
|
+$189M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$164M |
| 4 |
Millennium Management
New York
|
+$144M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$311M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$227M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$206M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$157M |
| 5 |
State Street
Boston,
Massachusetts
|
-$143M |
WMT Hedge Fund Activity: Q2 2017 in Review
1,555 of the 4,022 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 601 added to existing stakes and 633 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $427M. The largest seller was Bank of America, cutting an estimated $311M.
- 1,555 institutional investors held Walmart Inc (WMT) as of Q2 2017, up from 1,513 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.