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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
GCAC
451
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.32M +$117K +4,476 +2%
AC
452
AFAM Capital
Texas
$6.3M +$75.6K +2,883 +1%
CIM
453
Cambria Investment Management
California
$6.29M +$290K +11,049 +5%
Natixis Advisors
454
Natixis Advisors
Massachusetts
$6.27M +$670K +25,554 +12%
BRCM
455
Bright Rock Capital Management
Massachusetts
$6.25M
FTC
456
Farmers Trust Company
Ohio
$6.25M +$26.1K +993 +0.4%
CA
457
Callahan Advisors
Texas
$6.2M +$649K +24,738 +12%
GLRA
458
Gerald L. Ray & Associates
Texas
$6.15M -$138K -5,250 -2%
MYAM
459
Meiji Yasuda Asset Management
Japan
$6.1M +$100K +3,810 +2%
BC
460
Burney Company
Virginia
$6.1M -$88.5K -3,372 -1%
LI
461
Lafayette Investments
Maryland
$6.08M -$19K -723 -0.3%
AAA
462
Adams Asset Advisors
Texas
$6.04M +$198K +7,530 +3%
IIM
463
Intact Investment Management
Quebec, Canada
$5.95M -$1.39M -52,800 -19%
MERSOM
464
Municipal Employees' Retirement System of Michigan
Michigan
$5.89M -$852K -32,490 -13%
CCC
465
Chelsea Counsel Company
California
$5.89M
IA
466
IFP Advisors
Florida
$5.74M -$222K -8,466 -4%
ACM
467
Advent Capital Management
New York
$5.7M +$5.74M +218,628 New
Point72 Asset Management
468
Point72 Asset Management
Connecticut
$5.67M -$70.7M -2,695,200 -93%
APFBOT
469
Amica Pension Fund Board of Trustees
Rhode Island
$5.64M
DnB Asset Management
470
DnB Asset Management
Norway
$5.63M +$118K +4,500 +2%
LK
471
Lumbard & Kellner
New Hampshire
$5.63M +$10.6K +405 +0.2%
UR
472
USCA RIA
Texas
$5.55M
FG
473
Fiduciary Group
Georgia
$5.55M +$145K +5,517 +3%
RP
474
Rowlandmiller & Partners
Georgia
$5.55M +$51.5K +1,965 +0.9%
PGIM
475
Pacific Global Investment Management
California
$5.54M -$81.4K -3,102 -1%

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.