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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
SBWM
951
Sunflower Bank Wealth Management
Arizona
$1.02M -$10.2K -390 -1%
EHWM
952
Eads & Heald Wealth Management
Georgia
$1.01M +$4.09K +156 +0.4%
TRCT
953
Tower Research Capital (TRC)
New York
$1.01M +$257K +9,804 +34%
AWA
954
ARS Wealth Advisors
Florida
$1M +$203K +7,755 +25%
BCP
955
Blue Chip Partners
Michigan
$998K +$5.9K +225 +0.6%
PM
956
Parametrica Management
Hong Kong
$997K +$388K +14,796 +63%
CCG
957
Chatham Capital Group
Georgia
$987K -$11.8K -450 -1%
BJL
958
Brighton Jones LLC
Washington
$987K +$569K +21,675 +134%
CWP
959
Capital Wealth Planning
Florida
$985K -$15.9M -604,974 -94%
Jones Financial Companies
960
Jones Financial Companies
Missouri
$982K -$35.3K -1,347 -3%
LNC
961
Lincoln National Corp
Pennsylvania
$981K +$88.9K +3,390 +10%
PP
962
Pegasus Partners
Wisconsin
$977K +$42.1K +1,605 +4%
S
963
SignatureFD
Georgia
$975K +$72.6K +2,766 +8%
LCM
964
Logan Capital Management
Pennsylvania
$972K -$3.54K -135 -0.4%
MFWM
965
Motley Fool Wealth Management
Virginia
$971K -$68K -2,592 -7%
FHC
966
First Heartland Consultants
Missouri
$971K -$9.05K -345 -0.9%
WA
967
Wheatland Advisors
Pennsylvania
$970K +$79 +3 +0%
FNBTCON
968
First National Bank & Trust Co of Newtown
Pennsylvania
$959K
NC
969
NewSquare Capital
Pennsylvania
$958K +$16.1K +612 +2%
WC
970
Whitney & Co
New York
$955K
QI
971
Quotient Investors
New York
$955K +$134K +5,100 +16%
GAMC
972
Garner Asset Management Corp
Texas
$952K +$36.6K +1,395 +4%
WA
973
WBH Advisory
Maryland
$950K +$162K +6,177 +20%
DWT
974
Dorsey & Whitney Trust
South Dakota
$947K -$306K -11,646 -24%
BSWMG
975
Barrington Strategic Wealth Management Group
Illinois
$940K -$32.3K -1,230 -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.