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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
PP
601
Paloma Partners
Connecticut
$3.18M -$7.58M -288,936 -70%
HWM
602
Holloway Wealth Management
Florida
$3.16M
BIAS
603
Beacon Investment Advisory Services
New Jersey
$3.15M +$3.17M +120,930 New
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$3.15M -$171K -6,516 -5%
BSPF
605
British Steel Pension Fund
United Kingdom
$3.13M -$783K -29,835 -20%
NSEDCP
606
NJ State Employees Deferred Compensation Plan
New Jersey
$3.13M
JCM
607
Jacobi Capital Management
Pennsylvania
$3.12M -$30.2K -1,152 -1%
DWA
608
Douglass Winthrop Advisors
New York
$3.11M -$27.2K -1,035 -0.9%
IFAM
609
Institutional & Family Asset Management
Colorado
$3.11M +$96.6K +3,684 +3%
IRF
610
IBM Retirement Fund
New York
$3.11M +$36.2K +1,380 +1%
NEAM
611
New England Asset Management
Connecticut
$3.09M
CB
612
Community Bank
New York
$3.08M +$37.4K +1,425 +1%
AIM
613
AMI Investment Management
Indiana
$3.06M -$478K -18,225 -13%
CB
614
Chemical Bank
Michigan
$3.06M -$53.2K -2,028 -2%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.05M -$110K -4,185 -3%
KFC
616
Klingenstein Fields & Co
New York
$3.04M +$151K +5,745 +5%
CIM
617
CenturyLink Investment Management
Colorado
$3.04M -$63.3K -2,412 -2%
BPM
618
Bowling Portfolio Management
Ohio
$3.03M -$2.59M -98,712 -46%
BOH
619
Bank of Hawaii
Hawaii
$3M +$53K +2,019 +2%
CHC
620
City Holding Co
West Virginia
$2.96M +$3.94K +150 +0.1%
WC
621
Woodstock Corp
Massachusetts
$2.94M
IT
622
Independence Trust
Tennessee
$2.94M -$1.97K -75 -0.1%
CC
623
ClearArc Capital
Ohio
$2.94M +$110K +4,191 +4%
CAL
624
Capital Analysts LLC
Pennsylvania
$2.94M -$35.3K -1,344 -1%
CBB
625
Citizens Business Bank
California
$2.92M +$74K +2,820 +3%

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.