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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
SBSB
1176
Sullivan, Bruyette, Speros & Blaney
Virginia
$470K +$56.7K +2,160 +14%
GWI
1177
Grace & White Inc
New York
$468K
NL
1178
NWAM LLC
Washington
$468K +$29.4K +1,119 +7%
LBC
1179
Lawrence B. Cohen
$467K -$5.9K -225 -1%
CAM
1180
Columbia Asset Management
Michigan
$467K +$79 +3 +0%
TWA
1181
TCI Wealth Advisors
Arizona
$466K +$14.2K +540 +3%
PAM
1182
Private Asset Management
California
$466K +$236K +9,000 +101%
AZA
1183
Arthur Zaske & Associates
Michigan
$461K
OWD
1184
Osborn Williams & Donohoe
Ohio
$461K +$19.7K +750 +4%
WTB
1185
Washington Trust Bank
Washington
$456K +$171K +6,531 +60%
JFA
1186
Johanson Financial Advisors
California
$454K +$15.7K +597 +4%
CNB
1187
Camden National Bank
Maine
$452K -$10.2K -390 -2%
GIM
1188
Greylin Investment Management
Virginia
$446K -$332K -12,663 -43%
ZDA
1189
Zweig-DiMenna Associates
New York
$445K +$7.87K +300 +2%
VCM
1190
Violich Capital Management
California
$444K
ATC
1191
Adirondack Trust Company
New York
$443K -$14.1K -537 -3%
PAS
1192
Partnervest Advisory Services
California
$439K +$43.8K +1,671 +11%
HCMNY
1193
Howard Capital Management (New York)
New York
$437K
PMFA
1194
Plante Moran Financial Advisors
Michigan
$437K +$14.9K +567 +3%
KF
1195
Krilogy Financial
Missouri
$437K +$32K +1,218 +8%
CCM
1196
Courage Capital Management
Tennessee
$434K
CTI
1197
Community Trust & Investment
Kentucky
$430K -$66K -2,517 -13%
ITIM
1198
Indiana Trust & Investment Management
Indiana
$430K
KB
1199
Kimelman & Baird
New York
$430K
KIC
1200
Keating Investment Counselors
Florida
$429K

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.