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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
HMP
51
HS Management Partners
New York
$246M -$28.6M -1,089,675 -10%
CS
52
Credit Suisse
Switzerland
$244M +$12.9M +492,495 +6%
DZ Bank
53
DZ Bank
Germany
$236M -$2.67M -101,784 -1%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$225M -$8.59M -327,354 -4%
Allianz Asset Management
55
Allianz Asset Management
Germany
$219M +$12.8M +489,144 +6%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$216M +$25.2K +960 +0%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$207M -$35.2M -1,343,091 -14%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$206M -$12M -457,830 -5%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$205M -$1.87M -71,397 -0.9%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$205M -$7.35M -280,170 -3%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$199M +$44.6M +1,698,255 +29%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$199M -$7.82M -298,098 -4%
Asset Management One
63
Asset Management One
Japan
$196M +$2.48M +94,629 +1%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$193M -$13.4M -510,975 -6%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$193M -$22.6M -860,880 -10%
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$185M -$15M -572,700 -7%
SSM
67
Sound Shore Management
Connecticut
$175M -$3.12M -119,070 -2%
Credit Agricole
68
Credit Agricole
France
$175M +$4.45M +169,779 +3%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$169M -$43.5M -1,656,438 -20%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$169M -$2.61M -99,630 -2%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$164M -$142K -5,400 -0.1%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$164M -$49.9M -1,902,600 -23%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$164M +$237K +9,030 +0.1%
Canada Life
74
Canada Life
Manitoba, Canada
$163M +$34.1M +1,300,173 +26%
JIM
75
Jupiter Investment Management
United Kingdom
$161M +$91.2M +3,475,557 +129%

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.