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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
LW
1076
Linscomb Wealth
Texas
$697K -$12.4K -474 -2%
TH
1077
Timber Hill
Connecticut
$693K +$698K +26,598 New
PI
1078
Pettee Investors
Connecticut
$691K
RL
1079
Ruffer LLP
United Kingdom
$680K -$999K -38,091 -59%
IP
1080
Investment Partners
Ohio
$677K +$236 +9 +0%
CHA
1081
Cedar Hill Associates
Illinois
$675K +$681K +25,944 New
WFMPM
1082
Woodley Farra Manion Portfolio Management
Indiana
$674K -$15.7K -600 -2%
B
1083
Bellecapital
Switzerland
$673K +$315 +12 +0%
MBT
1084
Montecito Bank & Trust
California
$673K +$51.5K +1,962 +8%
GCM
1085
Gibraltar Capital Management
Oklahoma
$672K +$676K +25,785 New
1832 Asset Management
1086
1832 Asset Management
Ontario, Canada
$667K +$586K +22,353 +552%
FAG
1087
Financial Advisory Group
Texas
$662K -$378K -14,421 -36%
ACM
1088
Americafirst Capital Management
California
$658K +$662K +25,248 New
GSBTD
1089
Glenview State Bank Trust Department
Illinois
$657K +$15.7K +600 +2%
KFS
1090
Kurt F. Somerville
$652K -$7.87K -300 -1%
NFG
1091
Nations Financial Group
Iowa
$651K -$156K -5,955 -19%
GBA
1092
Garrison Bradford & Associates
New York
$651K +$31.5K +1,200 +5%
SJL
1093
Shayne & Jacobs LLC
Tennessee
$647K
CCB
1094
Cutter & Co Brokerage
Missouri
$647K +$16.4K +627 +3%
AA
1095
Ancora Advisors
Ohio
$647K +$652K +24,870 New
HFBOT
1096
Home Federal Bank of Tennessee
Tennessee
$646K +$157 +6 +0%
NGA
1097
Naples Global Advisors
Florida
$645K +$12.7K +483 +2%
EB
1098
Eastern Bank
Massachusetts
$643K
VI
1099
Versor Investments
New York
$643K +$233K +8,865 +56%
CIP
1100
Cornerstone Investment Partners
Georgia
$636K -$761K -29,025 -54%

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.