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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
LS
351
Livforsakringsbolaget Skandia
Sweden
$10.8M -$930K -35,433 -8%
DAM
352
Delta Asset Management
Tennessee
$10.8M +$51K +1,944 +0.5%
HFS
353
HL Financial Services
Kentucky
$10.7M +$621K +23,685 +6%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$10.7M
GMI
355
Greystone Managed Investments
Saskatchewan, Canada
$10.7M +$127K +4,824 +1%
TH
356
TCTC Holdings
Texas
$10.5M -$112K -4,275 -1%
MC
357
Maverick Capital
Texas
$10.4M +$10.5M +399,090 New
TBA
358
Tower Bridge Advisors
Pennsylvania
$10.3M -$45.6K -1,740 -0.4%
DCM
359
Dupont Capital Management
Delaware
$10.3M -$1.14M -43,515 -10%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$10.2M -$400K -15,264 -4%
FQ
361
First Quadrant
California
$10.1M -$36.1M -1,377,147 -78%
SCM
362
Sterling Capital Management
North Carolina
$10.1M +$865K +32,955 +9%
CBT
363
Capital Bank & Trust
California
$10.1M +$6.14K +234 +0.1%
AG
364
Advisor Group
Arizona
$10.1M +$1.16M +44,184 +13%
Millennium Management
365
Millennium Management
New York
$10.1M -$167M -6,382,191 -94%
Flossbach Von Storch
366
Flossbach Von Storch
Germany
$10M -$794K -30,264 -7%
TSW
367
Thompson Siegel & Walmsley
Virginia
$10M -$1.15M -43,974 -10%
CSIC
368
Clifford Swan Investment Counsel
California
$9.89M -$484K -18,435 -5%
AMI
369
Amica Mutual Insurance
Rhode Island
$9.78M
SSG
370
Summit Securities Group
New York
$9.68M +$8.85M +337,500 +987%
WF
371
Welch & Forbes
Massachusetts
$9.46M +$294K +11,205 +3%
OC
372
Oppenheimer & Co
New York
$9.34M -$591K -22,518 -6%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$9.32M -$8.11M -308,952 -46%
COPPSERS
374
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.3M +$732K +27,903 +8%
HIC
375
Hartline Investment Corp
Illinois
$9.28M

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.