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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
AII
276
AGF Investments Inc
Ontario, Canada
$17.8M
BA
277
Boston Advisors
Massachusetts
$17.7M +$17.9M +681,138 New
HCM
278
Horan Capital Management
Maryland
$17.7M -$250K -9,537 -1%
LCM
279
Landscape Capital Management
New Jersey
$17.5M +$17.6M +672,090 New
DA
280
Denali Advisors
California
$17.2M -$700K -26,700 -4%
VWM
281
Valley Wealth Managers
New Jersey
$17.2M +$290K +11,043 +2%
Macquarie Group
282
Macquarie Group
Australia
$17.1M -$214K -8,145 -1%
Creative Planning
283
Creative Planning
Kansas
$17.1M +$1.11M +42,192 +7%
SW
284
SVB Wealth
Massachusetts
$17M +$1.33M +50,781 +8%
NIM
285
Nexus Investment Management
Ontario, Canada
$16.8M +$136K +5,175 +0.8%
NB
286
Norinchukin Bank
Japan
$16.7M +$375K +14,289 +2%
FFIC
287
First Fiduciary Investment Counsel
Ohio
$16.3M -$394 -15 -0%
ZIG
288
Zurich Insurance Group
Switzerland
$16.2M -$729K -27,801 -4%
Jacobs Levy Equity Management
289
Jacobs Levy Equity Management
New Jersey
$16.2M +$3.09M +117,771 +23%
MSA
290
Mason Street Advisors
Wisconsin
$15.9M -$143K -5,439 -0.9%
DILIC
291
Dai-ichi Life Insurance Company
Japan
$15.9M -$944K -36,000 -6%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$15.7M +$8.74M +333,006 +124%
SC
293
Scotia Capital
Ontario, Canada
$15.6M +$753K +28,704 +5%
GAI
294
General American Investors
New York
$15.6M +$15.7M +600,000 New
SGI
295
Summit Global Investments
Utah
$15.5M +$8.21M +312,972 +111%
ABTD
296
Arvest Bank Trust Division
Oklahoma
$15.4M +$4.27M +162,666 +38%
ACM
297
Azimuth Capital Management
Michigan
$15.3M +$112K +4,284 +0.7%
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$15.3M +$716K +27,303 +5%
DWM
299
Doyle Wealth Management
Florida
$15.2M +$1.29M +49,170 +9%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$14.9M -$16.9M -643,392 -53%

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.