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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
LKIM
401
Lawson Kroeker Investment Management
Nebraska
$8.1M +$75.9K +2,895 +0.9%
RC
402
RBF Capital
California
$8.01M +$197K +7,500 +3%
RJT
403
Raymond James Trust
Florida
$7.94M +$1.64M +62,595 +26%
SBIA
404
Sheaff Brock Investment Advisors
Indiana
$7.92M +$77.5K +2,955 +1%
Fuller & Thaler Asset Management
405
Fuller & Thaler Asset Management
California
$7.91M -$2.13M -81,300 -21%
AIL
406
AGF Investments LLC
Ontario, Canada
$7.76M +$91.3K +3,480 +1%
SIRP
407
Shelter Insurance Retirement Plan
Missouri
$7.74M -$409K -15,600 -5%
GG
408
Greenwood Gearhart
Arkansas
$7.73M -$733K -27,951 -9%
BCM
409
Buckhead Capital Management
Georgia
$7.73M -$2.33M -88,797 -23%
MCM
410
Monarch Capital Management
Indiana
$7.7M -$70.2K -2,676 -0.9%
BIP
411
Brandes Investment Partners
California
$7.69M -$5.38M -205,257 -41%
LBC
412
Lowe Brockenbrough & Co
Virginia
$7.65M -$24.8K -945 -0.3%
TF
413
TIAA FSB
Florida
$7.63M +$377K +14,379 +5%
HA
414
Hamel Associates
New Jersey
$7.63M -$51.5K -1,962 -0.7%
ACC
415
Accident Compensation Corp
New Zealand
$7.62M
WCMN
416
Westchester Capital Management (Nebraska)
Nebraska
$7.6M +$8.89K +339 +0.1%
FNT
417
First National Trust
Pennsylvania
$7.51M +$258K +9,846 +4%
GL
418
GLG LLC
New York
$7.5M -$702K -26,772 -9%
DADC
419
D.A. Davidson & Co
Montana
$7.49M +$213K +8,115 +3%
GIM
420
Goelzer Investment Management
Indiana
$7.35M -$11.4K -435 -0.2%
FWIA
421
Fort Washington Investment Advisors
Ohio
$7.35M -$19.7K -750 -0.3%
NLGIA
422
Nippon Life Global Investors Americas
New York
$7.3M
GF
423
Gabelli Funds
New York
$7.27M
FNBT
424
FineMark National Bank & Trust
Florida
$7.24M +$556K +21,177 +8%
MAM
425
Marketfield Asset Management
New York
$7.17M -$565K -21,543 -7%

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.