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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
RJA
76
Raymond James & Associates
Florida
$154M +$6.22M +236,946 +4%
USAA
77
United Services Automobile Association
Texas
$153M -$9.77M -372,354 -6%
US Bancorp
78
US Bancorp
Minnesota
$152M -$1.27M -48,354 -0.8%
O
79
OppenheimerFunds
New York
$151M +$15.1M +577,314 +11%
H
80
Hexavest
Quebec, Canada
$145M -$38.2M -1,456,284 -21%
AG
81
Aperio Group
California
$144M +$8.24M +314,025 +6%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$141M -$13.6M -518,703 -9%
Jennison Associates
83
Jennison Associates
New York
$137M +$10.2M +389,496 +8%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$135M -$1.32M -50,211 -1%
PAM
85
Panagora Asset Management
Massachusetts
$131M -$35.8M -1,366,317 -21%
Barclays
86
Barclays
United Kingdom
$130M -$63.9M -2,435,541 -33%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$128M -$1.93M -73,509 -1%
LBA
88
Letko, Brosseau & Associates
Quebec, Canada
$127M -$2.44M -93,030 -2%
EIC
89
Equity Investment Corp
Georgia
$126M -$6.87M -261,750 -5%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$126M -$46.6M -1,775,475 -27%
NIPH
91
NN Investment Partners Holdings
Netherlands
$122M +$60.3M +2,300,370 +93%
FI
92
Focused Investors
California
$122M -$3.61M -137,700 -3%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$119M +$120M +4,572,561 New
EVM
94
Eaton Vance Management
Massachusetts
$119M +$4.76M +181,344 +4%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$112M -$4.86M -185,322 -4%
PP
96
Prudential plc
United Kingdom
$112M -$1.02M -39,051 -0.9%
Berkshire Hathaway
97
Berkshire Hathaway
Nebraska
$109M
Two Sigma Investments
98
Two Sigma Investments
New York
$107M +$11M +420,411 +11%
FAM
99
Fred Alger Management
New York
$104M +$16.4M +625,779 +18%
Stifel Financial
100
Stifel Financial
Missouri
$104M +$7.92M +301,947 +8%

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.