We are live on ! Find out more
WMT icon

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
WT
476
Whittier Trust
California
$5.54M -$216K -8,229 -4%
JCM
477
Jafra Capital Management
New York
$5.49M +$5.53M +210,870 New
DY
478
Dowling & Yahnke
California
$5.47M +$53.8K +2,049 +1%
BFA
479
Bragg Financial Advisors
North Carolina
$5.46M +$190K +7,242 +4%
GCMG
480
Gyroscope Capital Management Group
Florida
$5.45M +$5.18M +197,403 +1,679%
FPFS
481
First Personal Financial Services
North Carolina
$5.44M -$285K -10,872 -5%
MAM
482
Mastrapasqua Asset Management
Tennessee
$5.4M +$5.44M +207,261 New
SGCA
483
Steel Grove Capital Advisors
Tennessee
$5.33M +$4.7M +179,022 +699%
CBN
484
Cadence Bank NA
Texas
$5.32M +$18.4K +702 +0.3%
GC
485
Grace Capital
Massachusetts
$5.3M +$3.41M +130,116 +177%
FBC
486
Fairfield, Bush & Co
Connecticut
$5.29M +$2.28K +87 +0%
SBH
487
Segall Bryant & Hamill
Illinois
$5.24M +$2.7M +103,044 +105%
PTC
488
Petrus Trust Company
Texas
$5.17M
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.07M -$215K -8,211 -4%
FIB
490
First Interstate Bank
Montana
$5.05M +$1.63M +62,262 +47%
IG
491
ING Group
Netherlands
$5.03M -$6.49M -247,527 -56%
SFA
492
Sequoia Financial Advisors
Ohio
$5.01M +$227K +8,652 +5%
VFA
493
Virtus Fund Advisers
Connecticut
$5M -$585K -22,299 -10%
BL
494
BCWM LLC
Kansas
$4.98M +$48.2K +1,839 +1%
SI
495
SII Investments
Wisconsin
$4.92M +$495K +18,858 +11%
DC
496
Davenport & Co
Virginia
$4.9M -$4.49K -171 -0.1%
AAM
497
Auxier Asset Management
Oregon
$4.89M -$41.3K -1,575 -0.8%
JWM
498
Jackson Wealth Management
Florida
$4.86M +$4.54M +173,166 New
CAM
499
Carret Asset Management
New York
$4.84M -$67.7K -2,580 -1%
HCM
500
Hodges Capital Management
Texas
$4.84M +$2.25M +85,758 +143%

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.