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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
FIM
801
Freedom Investment Management
Connecticut
$1.62M +$68.6K +2,616 +4%
PHIMC
802
Private Harbour Investment Management & Counsel
Ohio
$1.62M +$138K +5,250 +9%
CVM
803
Cheviot Value Management
California
$1.61M -$38.6K -1,470 -2%
FWCM
804
Ferguson Wellman Capital Management
Oregon
$1.61M +$9.92K +378 +0.6%
CSS
805
Cubist Systematic Strategies
Connecticut
$1.61M -$337K -12,837 -17%
FB
806
Fulton Bank
Pennsylvania
$1.6M +$130K +4,956 +9%
KIA
807
KCM Investment Advisors
California
$1.59M +$42.9K +1,635 +3%
WCM
808
Wunderlich Capital Managemnt
Tennessee
$1.59M -$15.4K -588 -1%
TWM
809
Torch Wealth Management
Ohio
$1.59M -$3.94K -150 -0.2%
HWA
810
Heritage Wealth Advisors
Virginia
$1.58M +$102K +3,885 +7%
WP
811
WealthPLAN Partners
Nebraska
$1.58M +$177K +6,753 +12%
HI
812
Horizon Investments
North Carolina
$1.58M +$205K +7,821 +14%
CWM
813
Cornerstone Wealth Management
Missouri
$1.58M +$189K +7,203 +14%
IFS
814
Ifrah Financial Services
Arkansas
$1.57M +$8.89K +339 +0.6%
DT
815
Diversified Trust
Tennessee
$1.56M -$41.2K -1,569 -3%
LSCM
816
LaSalle Street Capital Management
Illinois
$1.56M
PAM
817
PVG Asset Management
Colorado
$1.56M
FGP
818
Foyston, Gordon, & Payne
Ontario, Canada
$1.56M
CPO
819
Cerity Partners OCIO
New York
$1.56M +$37.8K +1,440 +2%
FMBTD
820
First Midwest Bank Trust Division
Illinois
$1.54M +$156K +5,931 +11%
OIA
821
Optimum Investment Advisors
Illinois
$1.54M +$160K +6,096 +11%
NA
822
NewEdge Advisors
Louisiana
$1.54M +$547K +20,862 +57%
AAS
823
Annex Advisory Services
Wisconsin
$1.53M +$832K +31,716 +117%
HCP
824
Holt Capital Partners
Texas
$1.52M
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$1.52M -$52.7K -2,007 -3%

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.