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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$100M +$302K +11,523 +0.3%
National Pension Service
102
National Pension Service
South Korea
$94M +$3.78M +144,060 +4%
GC
103
Guggenheim Capital
Illinois
$94M -$1.44M -54,960 -2%
SO
104
STRS Ohio
Ohio
$92.2M +$154K +5,871 +0.2%
BCM
105
Bridgeway Capital Management
Texas
$92.2M -$47.2K -1,800 -0.1%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$91.8M +$32.2M +1,227,057 +53%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$86.6M +$4.26M +162,438 +5%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$84.6M -$4.16M -158,700 -5%
Robeco Institutional Asset Management
109
Robeco Institutional Asset Management
Netherlands
$83.9M -$781K -29,763 -0.9%
N
110
Nuveen
North Carolina
$83.5M -$372K -14,178 -0.4%
Massachusetts Financial Services
111
Massachusetts Financial Services
Massachusetts
$83.1M -$804K -30,660 -1%
GGHC
112
Gilder Gagnon Howe & Co
New York
$82.9M +$83.5M +3,181,590 New
YAM
113
Yacktman Asset Management
Texas
$82M -$431K -16,425 -0.5%
PAMU
114
Pictet Asset Management (UK)
United Kingdom
$82M -$2.83M -107,700 -3%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.8M +$286K +10,899 +0.3%
ProShare Advisors
116
ProShare Advisors
Maryland
$79.3M +$2.28M +86,931 +3%
PI
117
Putnam Investments
Massachusetts
$78.3M +$2.53M +96,270 +3%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$77.9M +$14.2M +540,759 +22%
Citigroup
119
Citigroup
New York
$77.4M +$19M +725,664 +32%
Fayez Sarofim & Co
120
Fayez Sarofim & Co
Texas
$77.4M +$228K +8,673 +0.3%
TIM
121
Thornburg Investment Management
New Mexico
$77.3M -$11.2M -426,183 -13%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$76.1M +$11.3M +431,034 +17%
GT
123
Glenmede Trust
Pennsylvania
$75.5M +$6.91M +263,553 +10%
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$75.2M +$1.29M +49,002 +2%
RFC
125
Regions Financial Corp
Alabama
$73.9M -$1.61M -61,386 -2%

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.