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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
SIM
826
Sterling Investment Management
Arizona
$1.52M -$81.2K -3,096 -5%
NFG
827
Next Financial Group
Texas
$1.51M -$401K -15,285 -23%
BCM
828
Boltwood Capital Management
California
$1.5M -$23.4K -891 -2%
KCP
829
KDI Capital Partners
North Carolina
$1.49M
ST
830
Somerset Trust
Pennsylvania
$1.47M +$51K +1,944 +4%
IP
831
Intellectus Partners
California
$1.46M +$34.9K +1,329 +2%
DTL
832
Dynamic Technology Lab
Singapore
$1.46M +$1.01M +38,526 +221%
CDH
833
Charles D. Hyman
$1.45M +$5.9K +225 +0.4%
CCM
834
Crossvault Capital Management
Texas
$1.45M +$439K +16,725 +43%
BUB
835
BBVA USA Bancshares
Texas
$1.45M -$164K -6,252 -10%
BFG
836
Beacon Financial Group
Texas
$1.45M -$341K -12,996 -19%
CTA
837
Colonial Trust Advisors
South Carolina
$1.44M -$31.5K -1,200 -2%
CIA
838
Capital Investment Advisors
Georgia
$1.44M +$13.9K +531 +1%
BHB
839
Bank Hapoalim BM
Israel
$1.43M +$236K +8,985 +19%
GCC
840
Guardian Capital (Canada)
Ontario, Canada
$1.43M -$83.9K -3,198 -5%
ECM
841
Elgethun Capital Management
South Dakota
$1.43M -$1.45M -55,185 -50%
RIM
842
Rampart Investment Management
Connecticut
$1.43M -$100K -3,810 -7%
RFM
843
Royal Fund Management
Florida
$1.43M -$97K -3,699 -6%
BRWA
844
B. Riley Wealth Advisors
Florida
$1.42M +$718K +27,372 +98%
BA
845
Birinyi Associates
Connecticut
$1.41M -$157K -6,000 -10%
NG
846
Northstar Group
New York
$1.4M -$46.9K -1,788 -3%
PMG
847
ProVise Management Group
Florida
$1.4M -$10.7K -408 -0.8%
WAM
848
Wealthspire Advisors (Maryland)
Maryland
$1.4M -$202K -7,707 -13%
CO
849
Caldwell & Orkin
Georgia
$1.39M +$1.4M +53,400 New
CS
850
Comerica Securities
Michigan
$1.38M -$28.6K -1,089 -2%

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.