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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
KLI
876
Kelman-Lazarov Inc
Tennessee
$1.3M +$26.8K +1,020 +2%
FFA
877
Fragasso Financial Advisors
Pennsylvania
$1.3M -$161K -6,132 -11%
TIA
878
Trust Investment Advisors
Indiana
$1.3M -$193K -7,350 -13%
DPIM
879
Duff & Phelps Investment Management
Illinois
$1.29M -$37K -1,410 -3%
BHWM
880
Bar Harbor Wealth Management
New Hampshire
$1.29M -$183K -6,969 -12%
BWA
881
BDO Wealth Advisors
Florida
$1.28M -$106K -4,035 -8%
WC
882
Whitnell & Co
Illinois
$1.28M
AIM
883
Advantage Investment Management
Iowa
$1.28M +$63.4K +2,415 +5%
FPCG
884
Fort Pitt Capital Group
Pennsylvania
$1.28M -$24.9K -951 -2%
GLA
885
Good Life Advisors
Pennsylvania
$1.27M +$28.5K +1,086 +2%
LCP
886
Legacy Capital Partners
Wisconsin
$1.27M -$3.86K -147 -0.3%
AI
887
Atria Investments
North Carolina
$1.25M -$16.8K -642 -1%
PCC
888
Park Circle Company
Maryland
$1.25M +$1.26M +48,000 New
PL
889
Perpetual Ltd
Australia
$1.25M
CIA
890
Choate Investment Advisors
Massachusetts
$1.24M -$51K -1,944 -4%
KA
891
Kovack Advisors
Florida
$1.23M -$166K -6,336 -12%
BOTW
892
Bank of the West
California
$1.23M -$53.6K -2,043 -4%
ONB
893
Old National Bancorp
Indiana
$1.23M -$47.4K -1,806 -4%
4IG
894
440 Investment Group
Kansas
$1.23M -$4.72K -180 -0.4%
SFM
895
Signet Financial Management
New Jersey
$1.23M -$7.08K -270 -0.6%
FRM
896
Fox Run Management
Connecticut
$1.23M +$1.24M +47,100 New
PTC
897
Private Trust Company
Ohio
$1.22M -$44.9K -1,710 -4%
1SB
898
1ST Source Bank
Indiana
$1.22M -$152K -5,787 -11%
ICM
899
IMS Capital Management
Oregon
$1.22M -$178K -6,801 -13%
BWM
900
BerganKDV Wealth Management
Minnesota
$1.21M +$254K +9,672 +26%

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.