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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
AssetMark Inc
851
AssetMark Inc
California
$1.38M +$6.85K +261 +0.5%
BSB
852
Bangor Savings Bank
Maine
$1.38M +$1.16M +44,196 +505%
PCP
853
Proficio Capital Partners
Massachusetts
$1.38M +$1.81K +69 +0.1%
GGI
854
Godsey & Gibb Inc
Virginia
$1.38M -$18.7K -714 -1%
EF
855
Empirical Finance
Pennsylvania
$1.37M
QCMC
856
Quantum Capital Management (California)
California
$1.36M -$20.9K -795 -1%
WCM
857
Windsor Capital Management
Arizona
$1.36M
GIP
858
Greatmark Investment Partners
Georgia
$1.36M
BO
859
BRR OpCo
Ohio
$1.35M -$9.05K -345 -0.7%
RE
860
RBC Europe
United Kingdom
$1.35M +$1.36M +51,681 New
BW
861
Bison Wealth
Georgia
$1.34M -$40.8K -1,557 -3%
SMM
862
Stadion Money Management
Georgia
$1.33M +$7.24K +276 +0.5%
SHCM
863
Stokes & Hubbell Capital Management
Louisiana
$1.33M +$457K +17,403 +52%
PH
864
Pinnacle Holdings
Oklahoma
$1.33M +$90.1K +3,435 +7%
RIA
865
Regal Investment Advisors
Michigan
$1.33M +$90.6K +3,453 +7%
GIA
866
GHP Investment Advisors
Colorado
$1.32M +$74.9K +2,856 +6%
SAM
867
Strategy Asset Managers
California
$1.32M +$42.3K +1,611 +3%
GP
868
Girard Partners
Pennsylvania
$1.32M +$61.8K +2,355 +5%
WHG
869
Westwood Holdings Group
Texas
$1.32M +$97.7K +3,723 +8%
GT
870
Greenleaf Trust
Michigan
$1.32M +$220K +8,394 +20%
DLHL
871
Donald L. Hagan LLC
Florida
$1.31M -$54.5K -2,076 -4%
WA
872
Waverly Advisors
Alabama
$1.31M -$115K -4,389 -8%
LJAC
873
L.J. Altfest & Co
New York
$1.31M -$28.2K -1,074 -2%
ISL
874
Ingalls & Snyder LLC
New York
$1.31M -$306K -11,661 -19%
WSTAM
875
Wilbanks Smith & Thomas Asset Management
Virginia
$1.3M -$143K -5,439 -10%

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.