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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
HVIA
776
Hudson Valley Investment Advisors
New York
$1.76M +$34.9K +1,329 +2%
OIA
777
OneDigital Investment Advisors
Kansas
$1.76M -$40.4K -1,539 -2%
DI
778
Diligent Investors
California
$1.76M -$9.13K -348 -0.5%
MIC
779
Meridian Investment Counsel
California
$1.75M
LAM
780
Lingohr Asset Management
Germany
$1.75M
ICOM
781
Investment Counselors of Maryland
Maryland
$1.75M -$3.94K -150 -0.2%
HTC
782
Haverford Trust Company
Pennsylvania
$1.74M -$258K -9,819 -13%
FLPIM
783
F.L. Putnam Investment Management
Massachusetts
$1.73M +$1.75M +66,558 New
NHC
784
Nicholas Hoffman & Company
Georgia
$1.73M -$5.9K -225 -0.3%
RGI
785
River Global Investors
United Kingdom
$1.71M
MJRIC
786
Mogy Joel R Investment Counsel
California
$1.7M
HPIA
787
Hamilton Point Investment Advisors
North Carolina
$1.7M +$1.71M +65,160 New
VFA
788
Voya Financial Advisors
Connecticut
$1.69M -$276K -10,503 -14%
MHS
789
M Holdings Securities
Oregon
$1.68M +$137K +5,217 +9%
DCM
790
Driehaus Capital Management
Illinois
$1.68M +$417K +15,879 +33%
RCAG
791
Rehmann Capital Advisory Group
Michigan
$1.67M -$43.5K -1,659 -3%
Kovitz Investment Group Partners
792
Kovitz Investment Group Partners
Illinois
$1.67M +$50.2K +1,914 +3%
LNB
793
Ledyard National Bank
$1.67M +$108K +4,119 +7%
AA
794
ALPS Advisors
Colorado
$1.66M +$332K +12,651 +25%
CA
795
Clearstead Advisors
Ohio
$1.64M +$5.82K +222 +0.4%
PA
796
Parallel Advisors
California
$1.63M +$45.3K +1,728 +3%
QT
797
Quantbot Technologies
New York
$1.62M +$1.64M +62,373 New
AIA
798
AIMZ Investment Advisors
California
$1.62M +$79 +3 +0%
BGC
799
Blue Granite Capital
South Carolina
$1.62M -$827K -31,515 -34%
SAM
800
Silvercrest Asset Management
New York
$1.62M -$161K -6,150 -9%

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.