Walmart Inc
WMT
1,779 hedge funds and large institutions have $87.9B invested in Walmart Inc in 2017 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 568 increasing their positions, 678 reducing their positions, and 74 closing their positions.
319% more first-time investments, than exits
New positions opened: 310 | Existing positions closed: 74
82% more funds holding in top 10
Funds holding in top 10: 62 → 113 (+51)
24% more capital invested
Capital invested by funds: $70.9B → $87.9B (+$17B)
14% more funds holding
Funds holding: 1,560 → 1,779 (+219)
1% less ownership
Funds ownership: 91.12% → 90.12% (-1%)
16% less repeat investments, than reductions
Existing positions increased: 568 | Existing positions reduced: 678
16% less call options, than puts
Call options by funds: $1.79B | Put options by funds: $2.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.18B |
| 2 |
Goldman Sachs
New York
|
+$391M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$388M |
| 4 |
State Street
Boston,
Massachusetts
|
+$294M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$242M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.37B |
| 2 |
BlackRock
New York
|
-$342M |
| 3 |
JP Morgan Chase
New York
|
-$232M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$201M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$175M |
WMT Hedge Fund Activity: Q4 2017 in Review
1,779 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2017, worth a combined $87.9B — up 24% from $70.9B a quarter earlier.
Buyers outnumbered sellers: 310 funds opened new WMT positions and 74 closed out — a net gain of 236 holders — while 568 added to existing stakes and 678 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.18B. The largest seller was Dodge & Cox, cutting an estimated $1.37B.
- 1,779 institutional investors held Walmart Inc (WMT) as of Q4 2017, up from 1,560 in Q3 2017.
- Funds reported $87.9B of Walmart Inc stock for Q4 2017, up 24% quarter-over-quarter.
- 310 funds opened new Walmart Inc positions in Q4 2017 and 74 closed out, a net change of +236 holders.
- The largest Walmart Inc buyer in Q4 2017 was Fidelity Investments, an estimated $1.18B added.
- The largest Walmart Inc seller in Q4 2017 was Dodge & Cox, an estimated $1.37B sold.
Based on aggregated 13F filings for Q4 2017.