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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
MLL
1251
Moody Lynn & Lieberson
Massachusetts
$369K
MA
1252
MCF Advisors
Kentucky
$366K +$157 +6 +0%
CC
1253
Courier Capital
New York
$364K -$48.8K -1,860 -12%
BL
1254
Balentine LLC
Georgia
$363K -$15.5K -591 -4%
JIC
1255
Joel Isaacson & Co
New York
$361K
PCMC
1256
Paragon Capital Management (Colorado)
Colorado
$361K +$9.6K +366 +3%
SIP
1257
Stoneridge Investment Partners
Pennsylvania
$360K -$136K -5,181 -27%
SGK
1258
Steigerwald Gordon & Koch
Virginia
$359K +$87.1K +3,321 +32%
PIA
1259
Peachtree Investment Advisors
Georgia
$355K
FFA
1260
First Foundation Advisors
California
$355K +$26.1K +993 +8%
GAM
1261
Gould Asset Management
California
$355K +$39.4K +1,500 +12%
SAM
1262
Sawgrass Asset Management
Florida
$354K -$7.87K -300 -2%
FRM
1263
Foundation Resource Management
Arkansas
$354K
EIM
1264
Essex Investment Management
Massachusetts
$352K
VDI
1265
Vaughan David Investments
Illinois
$349K
DA
1266
DSC Advisors
Illinois
$349K +$352K +13,425 New
DHFB
1267
Dixon Hubard Feinour & Brown
Virginia
$348K
RSVP
1268
Ramsay Stattman Vela & Price
Colorado
$347K +$125K +4,746 +55%
LA
1269
Lucus Advisors
New York
$344K -$23.7K -903 -6%
WA
1270
WealthTrust Axiom
Pennsylvania
$344K
FBT
1271
First Bank & Trust
South Dakota
$344K +$787 +30 +0.2%
RVPG
1272
Relative Value Partners Group
$344K +$7.87K +300 +2%
PI
1273
Parkside Investments
Illinois
$344K +$346K +13,200 New
NCM
1274
Narwhal Capital Management
Georgia
$343K
OAM
1275
Occidental Asset Management
California
$343K +$8.58K +327 +3%

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.