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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
TI
1101
Trexquant Investment
Connecticut
$633K -$347K -13,215 -35%
CANY
1102
Caxton Associates (New York)
New York
$633K +$637K +24,300 New
FANJ
1103
Financial Architects (New Jersey)
New Jersey
$632K +$34.8K +1,326 +6%
ZB
1104
Zions Bancorporation
Utah
$630K +$113K +4,302 +22%
AUB
1105
Atlantic Union Bankshares
Virginia
$626K -$18.5K -705 -3%
LCM
1106
Liberty Capital Management
Michigan
$620K +$511K +19,482 +1,082%
MPIA
1107
Mountain Pacific Investment Advisers
Idaho
$615K -$118K -4,500 -16%
DE
1108
Day & Ennis
Georgia
$613K -$106K -4,041 -15%
BTNA
1109
Bremer Trust National Association
Minnesota
$612K -$20.4K -777 -3%
FFSOTS
1110
Fiduciary Financial Services of The Southwest
Texas
$609K +$3.94K +150 +0.6%
CBA
1111
Coastal Bridge Advisors
Connecticut
$607K -$5.82K -222 -0.9%
TF
1112
Tompkins Financial
New York
$607K
OC
1113
Oakworth Capital
Alabama
$607K +$94.6K +3,606 +18%
SA
1114
SRH Advisors
Kansas
$606K
BFS
1115
Bradley Foster & Sargent
Connecticut
$606K +$4.72K +180 +0.8%
BFIM
1116
Beese Fulmer Investment Management
Ohio
$604K +$19.7K +750 +3%
SSW
1117
Smith Shellnut Wilson
Mississippi
$604K +$133K +5,088 +28%
First Eagle Investment Management
1118
First Eagle Investment Management
New York
$601K
WJA
1119
Williams Jones & Associates
New York
$599K -$1.63M -62,100 -73%
EIA
1120
Edgemoor Investment Advisors
Maryland
$598K
MMG
1121
Monetary Management Group
Missouri
$598K +$108K +4,125 +22%
JSL
1122
JT Stratford LLC
Georgia
$592K +$31.3K +1,194 +6%
EWA
1123
Exencial Wealth Advisors
Oklahoma
$583K -$11K -420 -2%
SCCM
1124
Schafer Cullen Capital Management
New York
$583K +$235K +8,940 +67%
NIM
1125
Northeast Investment Management
Massachusetts
$580K -$7K -267 -1%

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.