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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
LA
526
Lynch & Associates
Indiana
$4.22M +$91.4K +3,483 +2%
NCM
527
Novare Capital Management
North Carolina
$4.21M +$3.88M +147,750 +1,053%
TU
528
TDAM USA
Ontario, Canada
$4.21M -$179K -6,810 -4%
FTIOP
529
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.16M -$164K -6,270 -4%
MHIC
530
Marble Harbor Investment Counsel
Massachusetts
$4.15M +$114K +4,350 +3%
ACS
531
Archford Capital Strategies
Illinois
$4.11M +$346K +13,182 +9%
AIC
532
Argus Investors Counsel
New York
$4.07M -$535K -20,400 -12%
UFF
533
USA Financial Formulas
Michigan
$4.06M +$1.15M +43,986 +39%
JAM
534
Jolley Asset Management
North Carolina
$4.04M -$31.7K -1,209 -0.8%
HSA
535
Hussman Strategic Advisors
Maryland
$4.04M
PAG
536
Private Advisor Group
New Jersey
$4.01M +$173K +6,576 +5%
AP
537
AHL Partners
United Kingdom
$4.01M +$90.6K +3,453 +2%
NC
538
Northpointe Capital
Michigan
$3.96M -$1.4M -53,445 -26%
LM
539
Lincluden Management
Ontario, Canada
$3.95M +$44.5K +1,695 +1%
W
540
Wealthfront
California
$3.94M +$333K +12,708 +9%
TNB
541
Thomasville National Bank
Georgia
$3.93M +$115K +4,401 +3%
LMAM
542
Legg Mason Asset Management
Japan
$3.93M +$1.39M +53,100 +54%
HKIM
543
Hayek Kallen Investment Management
Alabama
$3.92M -$22.5K -858 -0.6%
AWM
544
Arbor Wealth Management
Florida
$3.9M -$57.4K -2,187 -2%
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$3.9M +$677K +25,812 +21%
LSC
546
Lesa Sroufe & Co
Washington
$3.89M -$98K -3,735 -2%
Truist Financial
547
Truist Financial
North Carolina
$3.85M +$269K +10,272 +7%
CCMINC
548
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.83M -$29.7K -1,131 -0.8%
PA
549
Pinnacle Associates
New York
$3.83M +$368K +14,046 +11%
RIL
550
Rothschild Investment LLC
Illinois
$3.82M -$19.7K -750 -0.5%

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.