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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
QIM
751
Quest Investment Management
Oregon
$1.9M
CFSG
752
Community Financial Services Group
Vermont
$1.9M +$63K +2,400 +3%
VV
753
Verity & Verity
South Carolina
$1.9M -$26.8K -1,020 -1%
IAA
754
Independent Advisor Alliance
North Carolina
$1.9M +$140K +5,349 +8%
SWP
755
Stratos Wealth Partners
Ohio
$1.9M +$4.09K +156 +0.2%
DG
756
Davidson & Garrard
Virginia
$1.89M -$110K -4,200 -5%
BO
757
Bank OZK
Arkansas
$1.88M -$218K -8,307 -10%
CCM
758
CrestPoint Capital Management
Missouri
$1.88M -$15.7K -600 -0.8%
PVWM
759
Point View Wealth Management
New Jersey
$1.86M -$77.4K -2,952 -4%
ACM
760
Alpha Capital Management
Texas
$1.85M +$155K +5,913 +9%
BG
761
Bollard Group
Massachusetts
$1.84M +$169K +6,459 +10%
RWA
762
Ropes Wealth Advisors
Massachusetts
$1.84M -$147K -5,586 -7%
OI
763
Oakbrook Investments
Illinois
$1.84M +$201K +7,650 +12%
CCT
764
Capital City Trust
Florida
$1.83M
PAI
765
Pittenger & Anderson Inc
Nebraska
$1.82M +$23.6K +900 +1%
RFA
766
Reilly Financial Advisors
California
$1.82M +$47.7K +1,818 +3%
FI
767
FormulaFolio Investments
Michigan
$1.81M +$11.6K +444 +0.6%
SFG
768
SevenBridge Financial Group
Pennsylvania
$1.81M +$72.6K +2,766 +4%
KPF
769
K2 Principal Fund
Ontario, Canada
$1.81M +$1.83M +69,600 New
CAI
770
Capital Advisors Inc
Oklahoma
$1.81M -$137K -5,217 -7%
PAM
771
Palisade Asset Management
Minnesota
$1.8M +$132K +5,040 +8%
DBIA
772
Dumont & Blake Investment Advisors
New Jersey
$1.8M -$10.2K -390 -0.6%
NPC
773
National Planning Corporation
California
$1.8M +$114K +4,362 +7%
RFS
774
Rockefeller Financial Services
New York
$1.79M
N
775
Natixis
France
$1.78M +$772K +29,430 +76%

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.