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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
IUHSA
701
Itau Unibanco Holding S.A.
Brazil
$2.21M +$631K +24,051 +862%
AAM
702
Advisors Asset Management
Colorado
$2.21M -$438K -16,677 -16%
BCM
703
Beck Capital Management
Texas
$2.21M +$783K +29,841 +54%
OAM
704
Oppenheimer Asset Management
New York
$2.19M +$526K +20,043 +31%
RG
705
Rathbones Group
United Kingdom
$2.19M -$295K -11,235 -12%
CA
706
Cetera Advisors
Colorado
$2.19M +$36.2K +1,380 +2%
SCM
707
Shelton Capital Management
Colorado
$2.19M -$183K -6,957 -8%
Cerity Partners
708
Cerity Partners
New York
$2.19M +$1.19M +45,288 +117%
MBTD
709
Mechanics Bank - Trust Department
California
$2.19M -$74.8K -2,853 -3%
MWM
710
Marietta Wealth Management
Georgia
$2.17M +$150K +5,715 +7%
JFL
711
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.15M -$13.8K -525 -0.6%
CBTWT
712
Community Bank & Trust (Waco, Texas)
Texas
$2.14M
ASN
713
Advisory Services Network
Georgia
$2.13M +$653K +24,879 +44%
BFEC
714
Benjamin F. Edwards & Company
Missouri
$2.12M +$163K +6,207 +8%
FCMT
715
Founders Capital Management (Texas)
Texas
$2.11M +$26.8K +1,020 +1%
B
716
BancorpSouth
Mississippi
$2.1M -$23.1K -879 -1%
AAM
717
AR Asset Management
California
$2.09M
DIP
718
DT Investment Partners
Pennsylvania
$2.09M +$739K +28,182 +54%
ZCA
719
Zeke Capital Advisors
Pennsylvania
$2.07M +$845K +32,214 +68%
GG
720
Gofen & Glossberg
Illinois
$2.05M -$16.1K -615 -0.8%
TW
721
Transform Wealth
Colorado
$2.03M +$2.05M +78,009 New
ICOA
722
Investment Centers of America
North Dakota
$2.03M +$75.3K +2,871 +4%
EWM
723
Evercore Wealth Management
New York
$2.01M -$268K -10,206 -12%
RA
724
Rational Advisors
New York
$2.01M +$31.5K +1,200 +2%
Cetera Investment Advisers
725
Cetera Investment Advisers
Illinois
$2M +$298K +11,367 +17%

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.