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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
SOAMC
1226
Spirit of America Management Corp
New York
$393K
JC
1227
Jacobs & Co
California
$392K
KJHP
1228
K.J. Harrison & Partners
Ontario, Canada
$391K +$15.7K +600 +4%
FO
1229
FT Options
Illinois
$391K +$394K +15,000 New
HA
1230
Harbor Advisors
Florida
$391K +$394K +15,000 New
EM
1231
Excalibur Management
Massachusetts
$390K -$4.72K -180 -1%
BCM
1232
Brookstone Capital Management
Illinois
$389K -$12.4K -474 -3%
HCMT
1233
Highland Capital Management (Tennessee)
Tennessee
$389K +$6.45K +246 +2%
VWA
1234
V Wealth Advisors
Kansas
$387K +$16.1K +615 +4%
TAM
1235
Tealwood Asset Management
Minnesota
$387K +$390K +14,877 New
AIM
1236
Anchor Investment Management
South Carolina
$385K +$21.3K +810 +6%
BFPW
1237
BOK Financial Private Wealth
Colorado
$383K -$47.2K -1,800 -11%
OFW
1238
Omnia Family Wealth
Florida
$383K -$12.8K -489 -3%
WI
1239
Wafra Inc
New York
$383K
GA
1240
GFS Advisors
Texas
$383K +$386K +14,700 New
TCM
1241
Texan Capital Management
Texas
$382K
WG
1242
Welch Group
Alabama
$381K -$1.57K -60 -0.4%
CIAS
1243
Capital Investment Advisory Services
North Carolina
$381K +$97.4K +3,714 +34%
BDWM
1244
Brewin Dolphin Wealth Management
Ireland
$379K +$382K +14,568 New
RW
1245
REDW Wealth
New Mexico
$379K -$19.4K -738 -5%
IWM
1246
IHT Wealth Management
Illinois
$378K +$5.98K +228 +2%
IIA
1247
IPG Investment Advisors
California
$375K
CIM
1248
CIM Investment Management
Pennsylvania
$374K -$20.2K -771 -5%
SPC
1249
Stewart & Patten Company
California
$371K -$39.4K -1,500 -10%
BC
1250
Bartlett & Co
Ohio
$369K -$3.15K -120 -0.8%

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.