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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$485M -$291K -11,100 -0.1%
Fisher Asset Management
27
Fisher Asset Management
Washington
$474M +$17M +647,370 +4%
Renaissance Technologies
28
Renaissance Technologies
New York
$472M +$77.1M +2,939,700 +19%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$452M +$26.5M +1,011,648 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$440M +$22.9M +871,290 +5%
Pzena Investment Management
31
Pzena Investment Management
New York
$406M +$5.29M +201,693 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$402M -$19.4M -739,935 -5%
AL
33
AJO LP
Pennsylvania
$400M -$35.4M -1,348,227 -8%
LSV Asset Management
34
LSV Asset Management
Illinois
$396M +$31.5M +1,199,793 +9%
UBS AM
35
UBS AM
Illinois
$391M -$35.2M -1,340,532 -8%
PPA
36
Parametric Portfolio Associates
Washington
$391M +$17.3M +660,207 +5%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$373M -$6.04M -230,061 -2%
Prudential Financial
38
Prudential Financial
New Jersey
$365M -$40.6M -1,546,818 -10%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$361M -$523K -19,950 -0.1%
Franklin Resources
40
Franklin Resources
California
$311M -$758K -28,893 -0.2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$308M -$3.83M -146,073 -1%
Principal Financial Group
42
Principal Financial Group
Iowa
$294M -$32M -1,220,292 -10%
ClearBridge Investments
43
ClearBridge Investments
New York
$265M -$5.46M -208,137 -2%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$260M -$2.39M -91,230 -0.9%
CA
45
Cullinan Associates
Kentucky
$258M -$70.7K -2,694 -0%
TA
46
Teachers Advisors
New York
$257M +$2.09M +79,590 +0.8%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$256M +$44.8M +1,708,653 +21%
Capital World Investors
48
Capital World Investors
California
$256M +$258M +9,825,000 New
UBS Group
49
UBS Group
Switzerland
$255M +$77.6K +2,958 +0%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$247M -$21.1M -803,652 -8%

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.