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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
MPI
1201
Mairs & Power Inc
Minnesota
$429K
B
1202
Bailard
California
$425K -$74.8K -2,850 -15%
MWM
1203
Mission Wealth Management
California
$425K
BMC
1204
Beaton Management Company
Massachusetts
$422K
RCYC
1205
Richard C. Young & Co
Rhode Island
$422K +$425K +16,197 New
KCM
1206
Karp Capital Management
California
$421K
PCM
1207
Penserra Capital Management
California
$420K +$130K +4,950 +44%
FNBOH
1208
First National Bank of Hutchinson
Kansas
$419K +$7.79K +297 +2%
CC
1209
Colrain Capital
Massachusetts
$418K -$110K -4,200 -21%
RHJA
1210
Rice Hall James & Associates
California
$418K -$15.7K -600 -4%
EA
1211
Edge Advisors
Georgia
$416K -$60.4K -2,304 -13%
FHA
1212
Flagship Harbor Advisors
Massachusetts
$416K -$2.13K -81 -0.5%
HCC
1213
Hirtle Callaghan & Co
Pennsylvania
$410K +$401K +15,300 +3,493%
CG
1214
Colony Group
Massachusetts
$409K -$29.2K -1,113 -7%
MCM
1215
MAI Capital Management
Ohio
$407K +$55.1K +2,100 +16%
FTI
1216
Fiduciary Trust International
Massachusetts
$407K +$410K +15,636 New
ESBC
1217
E.S. Barr & Co
Kentucky
$406K
PV
1218
Private Vista
Illinois
$404K -$3.94K -150 -1%
FMLI
1219
Fukoku Mutual Life Insurance
Japan
$403K
MSR
1220
Main Street Research
Connecticut
$401K -$35.8K -1,365 -8%
ACP
1221
Arcus Capital Partners
Georgia
$399K +$3.94K +150 +1%
ST
1222
Spot Trading
Illinois
$397K -$2.41M -91,740 -86%
WI
1223
WrapManager Inc
California
$396K -$8.11K -309 -2%
AC
1224
Abbrea Capital
California
$396K
BFG
1225
Barber Financial Group
Kansas
$396K +$23.6K +900 +6%

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.