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
MCM
1051
Maryland Capital Management
Maryland
$765K -$7.16K -273 -0.9%
SAM
1052
Summit Asset Management
Tennessee
$764K
SMFG
1053
Sumitomo Mitsui Financial Group
Japan
$761K -$70.4K -2,682 -8%
ABP
1054
Arthur B. Page
$758K -$49.2K -1,875 -6%
ST
1055
Spinnaker Trust
Maine
$755K -$12.6K -480 -2%
MMPW
1056
Mitchell McLeod Pugh & Williams
Alabama
$755K -$9.44K -360 -1%
EFSCE
1057
Enterprise Financial Services Corp (EFSC)
Missouri
$754K -$3.38K -129 -0.4%
LWAC
1058
Laurel Wealth Advisors (California)
California
$753K -$855K -32,604 -53%
LPIC
1059
LeJeune Puetz Investment Counsel
Michigan
$751K
BS
1060
Banco Santander
Spain
$745K -$237K -9,048 -24%
MCM
1061
Manchester Capital Management
Vermont
$745K -$134K -5,124 -15%
LGC
1062
Laurel Grove Capital
California
$735K
FNB
1063
Farmers National Bank
Kentucky
$734K -$96.6K -3,681 -12%
PFPT
1064
Pinnacle Financial Partners (Tennessee)
Tennessee
$732K -$15.6K -594 -2%
WT
1065
Washington Trust
Rhode Island
$730K +$23K +876 +3%
IHL
1066
Investment House LLC
California
$729K +$7.87K +300 +1%
EFS
1067
Essex Financial Services
Connecticut
$728K -$24.2K -924 -3%
IB
1068
Intrust Bank
Kansas
$725K +$211K +8,028 +41%
FDS
1069
First Dallas Securities
Texas
$723K +$311K +11,853 +74%
WIM
1070
Wittenberg Investment Management
Massachusetts
$720K -$484K -18,450 -40%
ECM
1071
ETrade Capital Management
Virginia
$719K +$29K +1,104 +4%
GCA
1072
Gideon Capital Advisors
New York
$712K +$717K +27,336 New
FLI
1073
Family Legacy Inc
South Carolina
$703K -$518K -19,749 -42%
BCM
1074
Birmingham Capital Management
Alabama
$700K -$43.3K -1,650 -6%
SCM
1075
Shapiro Capital Management
Georgia
$700K -$82.9M -3,158,328 -99%

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.