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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
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$7.14M -$15.7K -600 -0.2%
FBP
427
Flippin Bruce & Porter
Virginia
$7.09M -$206K -7,854 -3%
KRS
428
Kentucky Retirement Systems
Kentucky
$7.09M -$314K -11,979 -4%
GWM
429
Geneos Wealth Management
Colorado
$7.04M -$196K -7,485 -3%
PL
430
Parthenon LLC
Kentucky
$6.95M -$59K -2,250 -0.8%
GAM
431
Griffin Asset Management
New York
$6.9M -$617K -23,535 -8%
Assenagon Asset Management
432
Assenagon Asset Management
Luxembourg
$6.9M +$6.95M +264,843 New
CIP
433
Convergence Investment Partners
Florida
$6.82M -$153K -5,847 -2%
HC
434
Henshaw Capital
Massachusetts
$6.8M -$296K -11,286 -4%
LIA
435
LS Investment Advisors
Michigan
$6.77M +$972K +37,050 +17%
FNT
436
First Nebraska Trust
Nebraska
$6.77M -$33.4K -1,275 -0.5%
NFA
437
Nuveen Fund Advisors
Illinois
$6.73M -$637K -24,276 -9%
OPCM
438
Osborne Partners Capital Management
California
$6.7M -$128K -4,887 -2%
WA
439
Wasatch Advisors
Utah
$6.64M -$1.37M -52,194 -17%
I
440
IberiaBank
Louisiana
$6.61M +$258K +9,831 +4%
EAM
441
Eagle Asset Management
Florida
$6.56M +$4.64K +177 +0.1%
Daiwa Securities Group
442
Daiwa Securities Group
Japan
$6.52M -$130K -4,962 -2%
FCBT
443
First Citizens Bank & Trust
North Carolina
$6.5M +$1.3M +49,692 +25%
FAAS
444
First Allied Advisory Services
California
$6.5M +$681K +25,974 +12%
CFG
445
Citizens Financial Group
Rhode Island
$6.49M +$5.66M +215,583 +639%
DWM
446
Dorchester Wealth Management
Quebec, Canada
$6.49M -$38.2K -1,455 -0.6%
PSUF
447
People's United Financial
Connecticut
$6.48M -$199K -7,578 -3%
ANBT
448
American National Bank & Trust
Texas
$6.44M +$236K +8,991 +4%
SB
449
Simmons Bank
Arkansas
$6.39M +$405K +15,426 +7%
CONA
450
Capital One National Association
New York
$6.32M +$5.13M +195,393 +412%

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.