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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
Skandinaviska Enskilda Banken (SEB)
326
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.2M +$180K +6,879 +1%
RT
327
Rockland Trust
Massachusetts
$12.2M +$95.2K +3,630 +0.8%
CTC
328
Central Trust Company
Missouri
$12.2M -$120K -4,566 -1%
HA
329
Heartland Advisors
Wisconsin
$12.1M -$1.16M -44,136 -9%
ERSOT
330
Employees Retirement System of Texas
Texas
$12.1M -$3.86M -147,000 -24%
SF
331
Synovus Financial
Georgia
$11.9M +$1.17M +44,598 +11%
FM
332
Foster & Motley
Ohio
$11.8M +$158K +6,030 +1%
JAM
333
Jupiter Asset Management
United Kingdom
$11.8M -$994K -37,887 -8%
SC
334
Shellback Capital
Massachusetts
$11.7M -$3.94M -150,000 -25%
KA
335
KLCM Advisors
Wisconsin
$11.7M -$624K -23,790 -5%
FCI
336
Financial Counselors Inc
Kansas
$11.6M +$16.5K +630 +0.1%
ANI
337
American National Insurance
Texas
$11.6M -$591K -22,527 -5%
WAM
338
World Asset Management
Michigan
$11.5M -$158K -6,039 -1%
SAM
339
Securian Asset Management
Minnesota
$11.5M -$114K -4,347 -1%
ACA
340
Anchor Capital Advisors
Massachusetts
$11.5M -$892K -34,017 -7%
WC
341
Wexford Capital
Florida
$11.5M +$11.6M +441,426 New
HT
342
HighTower Trust
Texas
$11.5M -$31.5K -1,200 -0.3%
TIAAOA
343
Teachers Insurance & Annuity Association of America
New York
$11.2M +$1.75M +66,600 +18%
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
$11M -$10M -381,357 -47%
JG
345
Jefferies Group
New York
$11M -$5.56M -212,073 -33%
LIC
346
Lodestar Investment Counsel
Illinois
$11M +$17.8K +678 +0.2%
LHC
347
Levy Harkins & Co
New York
$10.9M -$35.2K -1,341 -0.3%
BAM
348
Berkshire Asset Management
Pennsylvania
$10.9M +$70.1K +2,673 +0.6%
GT
349
Glenview Trust
Kentucky
$10.9M -$89.7K -3,420 -0.8%
BTS
350
BB&T Securities
Virginia
$10.8M +$314K +11,970 +3%

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.