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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
MA
376
MUFG Americas
New York
$9.23M -$590K -22,497 -6%
SMI
377
Shelter Mutual Insurance
Missouri
$9.22M -$874K -33,300 -9%
SIM
378
Sentry Investment Management
Wisconsin
$9.2M -$189K -7,188 -2%
MA
379
Montag & Associates
Georgia
$9.19M -$569K -21,681 -6%
Nomura Holdings
380
Nomura Holdings
Japan
$9.17M -$21.4M -815,523 -70%
Brown Advisory
381
Brown Advisory
Maryland
$9.1M -$9.67M -368,412 -51%
WCM
382
Wedge Capital Management
North Carolina
$9.04M +$750K +28,605 +9%
Mariner
383
Mariner
Kansas
$8.86M +$113K +4,323 +1%
JGUA
384
John G. Ullman & Associates
New York
$8.82M -$115K -4,392 -1%
First Manhattan
385
First Manhattan
New York
$8.8M -$87K -3,318 -1%
NIA
386
Northstar Investment Advisors
Colorado
$8.76M -$173K -6,606 -2%
TFA
387
Transamerica Financial Advisors
Florida
$8.7M +$147K +5,598 +2%
FHA
388
First Horizon Advisors
Tennessee
$8.64M -$349K -13,293 -4%
CFB
389
Cullen/Frost Bankers
Texas
$8.64M -$194K -7,389 -2%
MIS
390
Morningstar Investment Services
Illinois
$8.6M -$5.32M -202,821 -38%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$8.51M +$738K +28,116 +9%
CICI
392
Capital Investment Counsel Inc
North Carolina
$8.48M -$204K -7,758 -2%
WBC
393
Westpac Banking Corp
Australia
$8.45M +$75.9K +2,892 +0.9%
MAM
394
Meeder Asset Management
Ohio
$8.45M -$616K -23,469 -7%
NEI
395
Northwest & Ethical Investments
Ontario, Canada
$8.42M +$455K +17,361 +6%
RC
396
RegentAtlantic Capital
New Jersey
$8.41M -$614K -23,406 -7%
FA
397
Financial Advantage
Maryland
$8.41M +$125K +4,749 +1%
CCT
398
Chemung Canal Trust
New York
$8.34M +$83K +3,162 +1%
CIC
399
Cutler Investment Counsel
Oregon
$8.33M +$132K +5,034 +2%
LDB
400
Lee, Danner & Bass
Tennessee
$8.28M +$1.1M +42,066 +15%

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.