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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
SMC
901
Smith, Moore & Co
Missouri
$1.21M +$440K +16,776 +56%
FMT
902
First Mercantile Trust
Tennessee
$1.2M -$252K -9,600 -17%
MSU
903
Mizuho Securities USA
New York
$1.2M +$1.2M +45,921 New
GC
904
Gratus Capital
Georgia
$1.2M +$3.94K +150 +0.3%
HT
905
HAP Trading
New York
$1.19M +$1.2M +45,777 New
SNBOSD
906
Security National Bank of So Dak
Iowa
$1.19M -$15.7K -600 -1%
CIA
907
Cascade Investment Advisors
Oregon
$1.19M -$79.5K -3,030 -6%
EI
908
Elkhorn Investments
Illinois
$1.18M +$1.19M +45,465 New
WP
909
WealthSource Partners
California
$1.18M -$21.2K -807 -2%
AF
910
Ally Financial
Michigan
$1.17M -$14.2M -540,000 -92%
SACTSONJ
911
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M
GXMC
912
Global X Management Company
New York
$1.17M +$121K +4,602 +11%
SNBOSCI
913
Security National Bank of Sioux City Iowa
Iowa
$1.17M +$49.9K +1,902 +4%
RBA
914
Richard Bernstein Advisors
New York
$1.16M
DSC
915
Duncker Streett & Co
Missouri
$1.16M +$32.6K +1,242 +3%
YIA
916
YHB Investment Advisors
Connecticut
$1.15M -$51.6K -1,968 -4%
MIM
917
Miller Investment Management
Pennsylvania
$1.15M
SC
918
Savant Capital
Illinois
$1.15M +$183K +6,963 +19%
RHBC
919
R.H. Bluestein & Co
Michigan
$1.15M +$1.15M +44,010 New
ANRIA
920
American National Registered Investment Advisor
Texas
$1.15M -$451K -17,175 -28%
FMTCOCP
921
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.14M +$54.7K +2,085 +5%
MNBTD
922
Moody National Bank Trust Division
Texas
$1.13M -$451K -17,175 -28%
BP
923
Ballentine Partners
Massachusetts
$1.12M -$413K -15,744 -27%
RG
924
Rikoon Group
New Mexico
$1.12M -$12.6K -480 -1%
TCOT
925
Trust Company of Toledo
Ohio
$1.12M -$8.26K -315 -0.7%

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.