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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
AWM
501
Altavista Wealth Management
North Carolina
$4.84M -$1.5K -57 -0%
GH
502
GAM Holding
Switzerland
$4.82M -$24M -913,485 -83%
Pacer Advisors
503
Pacer Advisors
Pennsylvania
$4.81M +$321K +12,231 +7%
CI
504
Cigna Investments
Connecticut
$4.81M -$92.2K -3,516 -2%
LMGAM
505
Liberty Mutual Group Asset Management
Massachusetts
$4.79M -$2.8M -106,821 -37%
MIM
506
Marco Investment Management
Georgia
$4.71M +$382K +14,565 +9%
IIC
507
Ironwood Investment Counsel
Arizona
$4.71M -$360K -13,728 -7%
WCM
508
Wallace Capital Management
Texas
$4.7M +$138K +5,271 +3%
HAM
509
Highstreet Asset Management
Ontario, Canada
$4.58M -$127K -4,827 -3%
SLI
510
Sumitomo Life Insurance
Japan
$4.58M -$83.9K -3,198 -2%
WPC
511
Waters Parkerson & Co
Louisiana
$4.55M +$101K +3,849 +2%
ST
512
Sentinel Trust
Texas
$4.54M +$536K +20,415 +13%
MCM
513
Matarin Capital Management
New York
$4.53M -$532K -20,277 -10%
FAB
514
First American Bank
Illinois
$4.46M +$458K +17,460 +11%
V
515
Veritable
Delaware
$4.45M -$343K -13,062 -7%
NIMC
516
NWQ Investment Management Company
California
$4.45M
PWM
517
Patriot Wealth Management
Texas
$4.39M +$35.8K +1,365 +0.8%
ACP
518
Ashfield Capital Partners
California
$4.38M -$191K -7,281 -4%
FA
519
FDx Advisors
Illinois
$4.35M -$340K -12,975 -7%
Twin Tree Management
520
Twin Tree Management
Texas
$4.35M +$4.38M +167,121 New
HL
521
HeadInvest LLC
Maine
$4.35M +$79.5K +3,030 +2%
FT
522
Fiduciary Trust
Massachusetts
$4.32M -$169K -6,435 -4%
Mirae Asset Global Investments
523
Mirae Asset Global Investments
South Korea
$4.27M +$707K +26,946 +20%
DIS
524
Diversified Investment Strategies
Louisiana
$4.27M -$19.7K -750 -0.5%
B
525
Barings
North Carolina
$4.24M -$1.27M -48,600 -23%

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.