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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8B +$33.5M +1,321,029 +0.4%
BlackRock
2
BlackRock
New York
$6.78B -$121M -4,780,590 -2%
State Street
3
State Street
Massachusetts
$5.43B -$143M -5,615,460 -3%
Dodge & Cox
4
Dodge & Cox
California
$1.61B -$10.3M -406,671 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.36B +$427M +16,826,355 +45%
Northern Trust
6
Northern Trust
Illinois
$1.35B -$46.8M -1,843,698 -3%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$1.27B
Bank of America
8
Bank of America
North Carolina
$1.22B -$311M -12,252,213 -20%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.15B +$164M +6,459,792 +17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.15B -$14.3M -562,782 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.11B -$89.5M -3,524,448 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.1B +$44.2M +1,741,119 +4%
Wells Fargo
13
Wells Fargo
California
$1.09B +$17.5M +690,210 +2%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$878M
AQR Capital Management
15
AQR Capital Management
Connecticut
$709M +$86.3M +3,400,842 +14%
Charles Schwab
16
Charles Schwab
California
$701M +$13.3M +522,888 +2%
Goldman Sachs
17
Goldman Sachs
New York
$694M -$47.2M -1,860,105 -6%
American Century Companies
18
American Century Companies
Missouri
$681M -$79.7M -3,138,066 -10%
Ameriprise
19
Ameriprise
Minnesota
$672M +$46.3M +1,823,481 +7%
Legal & General Group
20
Legal & General Group
United Kingdom
$644M -$6.57M -258,693 -1%
Morgan Stanley
21
Morgan Stanley
New York
$611M -$58.8M -2,317,476 -9%
Invesco
22
Invesco
Georgia
$608M -$68.9M -2,713,773 -10%
TCIM
23
TIAA CREF Investment Management
New York
$508M +$11.8M +463,737 +2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$470M +$10.4M +410,400 +2%
Fisher Asset Management
25
Fisher Asset Management
Washington
$443M +$41.5M +1,634,076 +10%

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.