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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
BAC
626
Boys Arnold & Co
North Carolina
$2.9M -$51.4K -1,959 -2%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.82M +$5.98K +228 +0.2%
WCA
628
Westover Capital Advisors
Delaware
$2.81M +$526K +20,043 +23%
VF
629
Virtu Financial
New York
$2.79M +$2.81M +107,298 New
GJIC
630
Gamble Jones Investment Counsel
California
$2.79M -$30.8K -1,173 -1%
WB
631
Webster Bank
Connecticut
$2.79M -$41.7K -1,590 -1%
TA
632
Tiedemann Advisors
New York
$2.79M -$1.02M -39,030 -25%
BAM
633
Bruderman Asset Management
New York
$2.78M +$875K +33,366 +46%
Verition Fund Management
634
Verition Fund Management
Connecticut
$2.75M +$2.49M +94,797 +871%
FNBOMD
635
First National Bank of Mount Dora
Florida
$2.75M +$432K +16,482 +19%
MFS
636
Monetta Financial Services
Illinois
$2.73M
BIM
637
Bridges Investment Management
Nebraska
$2.73M +$535K +20,409 +24%
MYLI
638
Meiji Yasuda Life Insurance
Japan
$2.68M +$86.6K +3,300 +3%
ABC
639
Associated Banc-Corp
Wisconsin
$2.67M -$153K -5,850 -5%
SFS
640
Strategic Financial Services
New York
$2.67M +$5.12K +195 +0.2%
LFAS
641
Level Four Advisory Services
Texas
$2.67M +$766K +29,211 +40%
PHS
642
Pekin Hardy Strauss
Illinois
$2.66M -$23.1K -882 -0.9%
HAG
643
HighPoint Advisor Group
Illinois
$2.65M +$131K +4,995 +6%
PWAP
644
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.62M +$11.7K +447 +0.4%
HCM
645
Highbridge Capital Management
New York
$2.61M -$15.5M -590,397 -85%
RC
646
Roundview Capital
New Jersey
$2.61M -$11.8K -450 -0.4%
TYCC
647
Texas Yale Capital Corp
Florida
$2.6M
BNP Paribas Asset Management
648
BNP Paribas Asset Management
France
$2.6M -$705K -26,883 -21%
HT
649
Heritage Trust
Oklahoma
$2.6M -$3.7K -141 -0.1%
CRB
650
Chad R. Baker
$2.58M

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.