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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
Squarepoint
251
Squarepoint
New York
$22.8M +$15.8M +601,251 +219%
FMI
252
Factory Mutual Insurance
Massachusetts
$22.7M +$252K +9,600 +1%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$22.4M +$1.23M +46,908 +6%
BBHC
254
Brown Brothers Harriman & Co
New York
$22.3M -$180M -6,875,025 -89%
UCFA
255
United Capital Financial Advisors
Texas
$22M +$1.73M +65,841 +8%
Fidelity International
256
Fidelity International
Bermuda
$21.9M +$7.18M +273,609 +48%
LPL Financial
257
LPL Financial
California
$21.3M +$1.41M +53,856 +7%
URS
258
Utah Retirement Systems
Utah
$20.9M +$23.6K +900 +0.1%
EIM
259
ExxonMobil Investment Management
Texas
$20.9M -$1.28M -48,912 -6%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$20.8M -$1.29M -49,146 -6%
PI
261
PineBridge Investments
New York
$20.8M -$10.8M -411,819 -34%
CEP
262
Chicago Equity Partners
Illinois
$20.8M -$8.89M -338,940 -30%
CCT
263
Country Club Trust
Missouri
$20.4M -$28.4K -1,083 -0.1%
CGH
264
Crossmark Global Holdings
Texas
$20.3M +$20.4M +777,699 New
HCM
265
Huber Capital Management
California
$20.1M +$3.02M +115,200 +18%
JCM
266
Janney Capital Management
Pennsylvania
$20M -$513K -19,563 -2%
DIA
267
Davidson Investment Advisors
Montana
$19.7M +$4.3M +163,875 +28%
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$19.6M +$570K +21,720 +3%
WIC
269
Willis Investment Counsel
Georgia
$19.5M +$464K +17,700 +2%
CB
270
Commerce Bank
Missouri
$19.5M +$246K +9,390 +1%
IC
271
InterOcean Capital
Illinois
$19.3M +$2.73M +104,106 +16%
KCM
272
Kornitzer Capital Management
Kansas
$19.2M +$4.72K +180 +0%
B
273
BP
United Kingdom
$18.8M
HIMC
274
Heritage Investors Management Corp
Maryland
$18.5M +$79 +3 +0%
CPSAC
275
Chas P. Smith & Associates (CPS)
Florida
$18.3M -$15.5K -591 -0.1%

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.