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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
RA
1126
RFG Advisory
Alabama
$580K +$100K +3,822 +21%
BIC
1127
Bridges Investment Counsel
Nebraska
$579K -$721K -27,483 -55%
PTB
1128
Pioneer Trust Bank
Oregon
$579K +$212K +8,100 +57%
PFGIA
1129
Patriot Financial Group Insurance Agency
Massachusetts
$577K +$98.3K +3,747 +21%
SCM
1130
SOL Capital Management
Maryland
$574K -$15.7K -600 -3%
AAC
1131
Asset Advisors Corp
Georgia
$574K
Fiera Capital (Canada)
1132
Fiera Capital (Canada)
Quebec, Canada
$573K -$1.57K -60 -0.3%
FIAS
1133
FinTrust Investment Advisory Services
South Carolina
$572K +$576K +21,948 New
MPAM
1134
Murphy Pohlad Asset Management
Minnesota
$570K
MIM
1135
Montgomery Investment Management
Maryland
$563K -$394K -15,000 -41%
RMAM
1136
Raab & Moskowitz Asset Management
New Jersey
$562K -$7.87K -300 -2%
CAM
1137
CMT Asset Management
Illinois
$558K +$908K +34,623 +371%
BTW
1138
Boston Trust Walden
Massachusetts
$548K -$500K -19,050 -48%
GRQ
1139
Gardner Russo & Quinn
Pennsylvania
$548K -$237K -9,030 -30%
GC
1140
Gilbert & Cook
Iowa
$547K -$255K -9,717 -32%
ICM
1141
Ionic Capital Management
New York
$547K +$551K +21,000 New
FHB
1142
First Hawaiian Bank
Hawaii
$546K -$22K -840 -4%
ACM
1143
Argent Capital Management
Missouri
$543K -$61.8K -2,355 -10%
CC
1144
Cannell & Co
New York
$543K +$7.87K +300 +1%
EDRIA
1145
Edmonds Duncan Registered Investment Advisors
Kansas
$536K -$7.87K -300 -2%
SCA
1146
Snowden Capital Advisors
New York
$535K -$47.7K -1,818 -8%
HB
1147
Homrich & Berg
Georgia
$531K -$30.3K -1,155 -5%
BCM
1148
BlueCrest Capital Management
Jersey
$526K -$2.98M -113,541 -85%
WEC
1149
Winslow Evans & Crocker
Massachusetts
$525K -$53.4K -2,034 -9%
CNAM
1150
Campbell Newman Asset Management
Wisconsin
$524K

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.