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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
AT
576
Argent Trust
Texas
$3.48M +$139K +5,295 +4%
PFS
577
Physicians Financial Services
North Carolina
$3.46M
ECM
578
Estabrook Capital Management
New York
$3.45M +$50.4K +1,920 +1%
WB
579
WesBanco Bank
West Virginia
$3.44M -$523K -19,941 -13%
DIA
580
Denver Investment Advisors
Colorado
$3.42M -$81.1K -3,090 -2%
M
581
MOTCO
Texas
$3.41M -$236K -8,985 -6%
GS
582
GAM Systematic
United Kingdom
$3.41M -$195K -7,434 -5%
MCA
583
Mercer Capital Advisers
New Jersey
$3.4M -$74.7K -2,847 -2%
WCM
584
Weik Capital Management
Pennsylvania
$3.4M +$124K +4,713 +4%
SEC
585
Seven Eight Capital
New York
$3.39M +$3.12M +118,800 +1,036%
OMCS
586
Old Mutual Customised Solutions
South Africa
$3.37M +$102K +3,900 +3%
AIP
587
Ameritas Investment Partners
Nebraska
$3.37M +$315 +12 +0%
SSB
588
Sandy Spring Bank
Maryland
$3.35M +$258K +9,834 +8%
QC
589
Quadrature Capital
United Kingdom
$3.34M +$3.36M +128,088 New
EI
590
EDMP Inc
Florida
$3.33M -$15K -570 -0.4%
SWM
591
SVA Wealth Management
Wisconsin
$3.32M +$106K +4,023 +3%
II
592
IFM Investors
Australia
$3.32M +$37.8K +1,440 +1%
VIA
593
Vident Investment Advisory
Georgia
$3.25M -$72.2K -2,751 -2%
HW
594
Hancock Whitney
Mississippi
$3.25M +$2.63M +100,125 +406%
PC
595
Palo Capital
California
$3.25M +$63.3K +2,412 +2%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$3.24M +$405K +15,447 +14%
CS
597
Candriam SCA
Luxembourg
$3.22M +$443K +16,872 +16%
KC
598
Kepos Capital
New York
$3.22M +$3.24M +123,495 New
CWM
599
Calamos Wealth Management
Illinois
$3.21M +$2.05K +78 +0.1%
MM
600
Midas Management
New York
$3.2M +$118K +4,500 +4%

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.