We are live on ! Find out more
WMT icon

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
Kayne Anderson Rudnick Investment Management
1026
Kayne Anderson Rudnick Investment Management
California
$821K
LWM
1027
Lyons Wealth Management
Florida
$821K +$146K +5,550 +15%
HWA
1028
HCR Wealth Advisors
California
$817K -$456K -17,370 -36%
JWA
1029
JFS Wealth Advisors
Pennsylvania
$817K -$11.4K -435 -1%
SFWA
1030
Summit Financial Wealth Advisors
Louisiana
$816K +$94.8K +3,612 +13%
KAS
1031
Kemnay Advisory Services
New York
$815K -$19.3K -735 -2%
NRS
1032
Neville Rodie & Shaw
New York
$810K -$9.84K -375 -1%
MLIC
1033
Mandatum Life Insurance Company
Finland
$809K +$297K +11,304 +57%
WS
1034
Wedbush Securities
California
$804K -$316K -12,033 -28%
WPP
1035
Whalerock Point Partners
Rhode Island
$803K
TSWM
1036
Triangle Securities Wealth Management
North Carolina
$800K -$20.8K -792 -3%
CI
1037
CAZ Investments
Texas
$797K -$524K -19,980 -40%
RGNCM
1038
R.G. Niederhoffer Capital Management
New York
$797K +$425K +16,200 +113%
BIM
1039
Bridgecreek Investment Management
Oklahoma
$795K
FFS
1040
Founders Financial Securities
Maryland
$790K +$35.1K +1,338 +5%
TTWM
1041
TCV Trust & Wealth Management
Virginia
$785K -$11.8K -450 -1%
WP
1042
WMS Partners
Maryland
$783K
I2I
1043
Insight 2811 Inc
Illinois
$782K -$31.5K -1,200 -4%
TFCP
1044
Twin Focus Capital Partners
Massachusetts
$781K
QAM
1045
Quantres Asset Management
Cayman Islands
$781K +$354K +13,500 +82%
VFA
1046
Valeo Financial Advisors
Indiana
$781K +$786K +29,976 New
RAM
1047
Redmond Asset Management
Virginia
$779K -$16.9K -645 -2%
SJIM
1048
St. Johns Investment Management
Florida
$771K -$17.8K -678 -2%
AMG
1049
Asset Management Group
Connecticut
$767K -$24.6K -936 -3%
IH
1050
IFC Holdings
Florida
$766K +$124K +4,734 +19%

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.