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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
Capstone Investment Advisors
976
Capstone Investment Advisors
New York
$931K -$7.76M -295,644 -89%
HSA
977
HBK Sorce Advisory
Pennsylvania
$928K +$17.2K +654 +2%
LRPA
978
L. Roy Papp & Associates
Arizona
$927K -$165K -6,282 -15%
BTIS
979
BB&T Investment Services
North Carolina
$926K +$250K +9,525 +36%
NSIM
980
North Star Investment Management
Illinois
$923K +$63.1K +2,406 +7%
TCOV
981
Trust Company of Vermont
Vermont
$921K +$4.88K +186 +0.5%
FDCC
982
Foster Dykema Cabot & Co
Massachusetts
$920K
RGC
983
Roberts, Glore & Co
Illinois
$915K -$21.6K -825 -2%
CCG
984
Ceeto Capital Group
Florida
$910K +$917K +34,950 New
BFC
985
Blue Fin Capital
Rhode Island
$910K
FP
986
FDO Partners
Massachusetts
$908K +$915K +34,878 New
AB
987
AT Bancorp
Iowa
$905K +$116K +4,431 +15%
WI
988
Wintrust Investments
Illinois
$903K +$8.03K +306 +0.9%
FBT
989
First Bankers Trust
Kentucky
$902K -$5.82K -222 -0.6%
ST
990
Smithfield Trust
Pennsylvania
$902K +$8.66K +330 +1%
QIM
991
Quantitative Investment Management
Virginia
$898K -$34.1M -1,298,100 -97%
SYBT
992
Stock Yards Bank & Trust
Kentucky
$898K -$15.7K -600 -2%
VWM
993
Venturi Wealth Management
Texas
$898K +$315K +12,000 +54%
LIM
994
Leavell Investment Management
Alabama
$897K -$19.7K -750 -2%
ZIC
995
ZWJ Investment Counsel
Georgia
$897K -$11.3K -432 -1%
FM
996
Forward Management
California
$890K -$12.5K -477 -1%
BB
997
Busey Bank
Illinois
$890K +$18.3K +699 +2%
TG
998
TCW Group
California
$883K
BAS
999
Brown Advisory Securities
Maryland
$882K -$56.7K -2,160 -6%
VIA
1000
Virtus Investment Advisers
Connecticut
$878K -$32.3K -1,233 -4%

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.