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Walmart Inc
WMT

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: 1,554 → 1,559 (+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: 71 → 62 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$580M
2
Morgan Stanley
Morgan Stanley
New York
+$368M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$281M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$322M
2
BBHC
Brown Brothers Harriman & Co
New York
-$180M
3
Millennium Management
Millennium Management
New York
-$167M
4
American Century Companies
American Century Companies
Missouri
-$140M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
651
Azzad Asset Management
Virginia
$2.58M +$169K +6,456 +7%
FFWA
652
FRG Family Wealth Advisors
Washington
$2.57M +$163K +6,228 +7%
AP
653
Advisor Partners
California
$2.56M +$81.6K +3,111 +3%
BG
654
Bahl & Gaynor
Ohio
$2.56M +$55.5K +2,115 +2%
NBC
655
Neuberger Berman Canada
Ontario, Canada
$2.56M +$640K +24,396 +33%
ECM
656
Everence Capital Management
Indiana
$2.56M +$143K +5,460 +6%
ACM
657
Alethea Capital Management
Washington
$2.54M +$2.56M +97,728 New
KM
658
Kalos Management
Georgia
$2.54M +$105K +3,990 +4%
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$2.53M +$59.5K +2,268 +2%
CAN
660
Cetera Advisor Networks
California
$2.52M +$40.5K +1,542 +2%
RG
661
Renaissance Group
Kentucky
$2.5M -$14.8K -564 -0.6%
AIM
662
Assured Investment Management
New York
$2.49M +$137K +5,238 +6%
APP
663
Avantax Planning Partners
Iowa
$2.48M -$166K -6,342 -6%
CCM
664
Coldstream Capital Management
Washington
$2.48M +$66.6K +2,538 +3%
SLG
665
Stanley-Laman Group
Pennsylvania
$2.48M -$143K -5,454 -5%
KFA
666
Kays Financial Advisory
Georgia
$2.47M +$55.6K +2,118 +2%
LA
667
LVW Advisors
New York
$2.47M -$25.1K -957 -1%
IC
668
Investment Counsel
Michigan
$2.47M -$10.6K -405 -0.4%
WDA
669
Wendell David Associates
New Hampshire
$2.46M +$3.15K +120 +0.1%
AF
670
AMG Funds
Connecticut
$2.46M -$94.3K -3,594 -4%
HA
671
Halsey Associates
Connecticut
$2.46M – – –
CCM
672
Covington Capital Management
California
$2.45M +$603K +23,004 +32%
Connor, Clark & Lunn Investment Management (CC&L)
673
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.44M +$2.46M +93,675 New
CAMG
674
CWA Asset Management Group
Florida
$2.4M +$547K +20,859 +29%
PFS
675
Prospera Financial Services
Texas
$2.4M +$93.2K +3,552 +4%
25 26
27
28 29

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.