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Walmart Inc

1,559 hedge funds and large institutions have $70.9B invested in Walmart Inc in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 620 increasing their positions, 633 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 85

1.29% more ownership

Funds ownership: 89.83%91.12% (+1.3%)

4% more capital invested

Capital invested by funds: $68.3B → $70.9B (+$2.55B)

0% more funds holding

Funds holding: 1,5541,559 (+5)

2% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 633

13% less funds holding in top 10

Funds holding in top 10: 7162 (-9)

22% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.45B

Holders
1,559
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.87%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
620
Reduced
633
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$25.6M +$1.46M +55,554 +6%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$25.3M +$10.9M +415,764 +75%
CIM
228
Chiron Investment Management
New York
$25.2M +$13.8M +525,843 +119%
Citadel Advisors
229
Citadel Advisors
Florida
$25.1M -$116M -4,438,758 -82%
CCP
230
Clarkston Capital Partners
Michigan
$25M +$114K +4,350 +0.5%
RCM
231
Riverhead Capital Management
Delaware
$25M -$892K -33,990 -3%
Victory Capital Management
232
Victory Capital Management
Texas
$24.9M -$2.84M -108,237 -10%
SCM
233
Stevens Capital Management
Pennsylvania
$24.9M +$18.5M +705,198 +282%
William Blair & Company
234
William Blair & Company
Illinois
$24.8M +$315K +11,991 +1%
CCMG
235
Clark Capital Management Group
Pennsylvania
$24.8M +$24.9M +950,757 New
Grantham, Mayo, Van Otterloo & Co (GMO)
236
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$24.7M -$24.1M -919,308 -49%
CM
237
CS McKee
Pennsylvania
$24.5M -$140K -5,355 -0.6%
SCP
238
Seizert Capital Partners
Michigan
$24.3M -$1.05M -40,176 -4%
SAM
239
Shell Asset Management
Netherlands
$24.2M -$2.3M -87,753 -9%
PCA
240
Personal Capital Advisors
California
$24.2M +$1.37M +52,086 +6%
M&T Bank
241
M&T Bank
New York
$24M +$181K +6,903 +0.8%
Ninety One (UK)
242
Ninety One (UK)
United Kingdom
$24M +$1.35M +51,288 +6%
SI
243
Stephens Inc
Arkansas
$23.7M +$919K +35,046 +4%
CIC
244
Crawford Investment Counsel
Georgia
$23.5M +$2.4M +91,383 +11%
CCM
245
Compass Capital Management
Minnesota
$23.5M -$528K -20,130 -2%
GCM
246
Gabalex Capital Management
New York
$23.4M +$3.94M +150,000 +20%
SCM
247
SKBA Capital Management
California
$23M +$622K +23,700 +3%
SOADOR
248
State of Alaska Department of Revenue
Alaska
$23M +$2.3M +87,510 +11%
SGAM
249
Smith Group Asset Management
Texas
$22.9M -$2.4M -91,503 -9%
ADEF
250
Adams Diversified Equity Fund
Maryland
$22.8M

WMT Hedge Fund Activity: Q3 2017 in Review

1,559 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2017, worth a combined $70.9B — up 3.7% from $68.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new WMT positions and 85 closed out — a net gain of 18 holders — while 620 added to existing stakes and 633 trimmed.

The largest buyer was Bank of America, adding an estimated $580M. The largest seller was State Street, cutting an estimated $322M.

  • 1,559 institutional investors held Walmart Inc (WMT) as of Q3 2017, up from 1,554 in Q2 2017.
  • Funds reported $70.9B of Walmart Inc stock for Q3 2017, up 3.7% quarter-over-quarter.
  • 103 funds opened new Walmart Inc positions in Q3 2017 and 85 closed out, a net change of +18 holders.
  • The largest Walmart Inc buyer in Q3 2017 was Bank of America, an estimated $580M added.
  • The largest Walmart Inc seller in Q3 2017 was State Street, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2017.