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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
CC
1276
Capital Counsel
New York
$341K
VAM
1277
Verity Asset Management
North Carolina
$341K +$336K +12,795 New
PCA
1278
Private Capital Advisors
Connecticut
$340K
AB
1279
Atlas Brown
Kentucky
$338K +$108K +4,122 +47%
BCM
1280
Bayesian Capital Management
New York
$336K -$842K -32,100 -71%
SFSIG
1281
San Francisco Sentry Investment Group
California
$335K +$57K +2,172 +20%
SCI
1282
Stableford Capital II
Arizona
$333K +$17.6K +669 +6%
DAM
1283
Deltec Asset Management
New York
$332K
RMDI
1284
R.M. Davis Inc
Maine
$332K +$87.9K +3,351 +36%
PR
1285
Payden & Rygel
California
$330K -$10.8M -411,900 -97%
PK
1286
Pflug Koory
Nebraska
$330K
GWCM
1287
Godshalk Welsh Capital Management
Pennsylvania
$327K -$66.9K -2,550 -17%
CLOS
1288
Compagnie Lombard Odier SCmA
Switzerland
$327K -$32.3K -1,230 -9%
VC
1289
Vicus Capital
Pennsylvania
$326K +$394 +15 +0.1%
MAA
1290
Matrix Asset Advisors
New York
$324K -$27.5K -1,050 -8%
RWP
1291
RWA Wealth Partners
Massachusetts
$322K +$324K +12,369 New
Loomis, Sayles & Company
1292
Loomis, Sayles & Company
Massachusetts
$321K +$25.4K +969 +9%
YWP
1293
YorkBridge Wealth Partners
New York
$318K -$32.7K -1,245 -9%
TC
1294
Trust Company
Kansas
$318K -$7.48K -285 -2%
SGAM
1295
Steinberg Global Asset Management
Florida
$317K -$157 -6 -0%
DIA
1296
Dana Investment Advisors
Wisconsin
$316K +$318K +12,117 New
HCM
1297
Hollencrest Capital Management
California
$315K +$98.1K +3,741 +45%
PLFAM
1298
Pineno Levin & Ford Asset Management
Virginia
$313K
PGCM
1299
Prescott Group Capital Management
Oklahoma
$313K
SCI
1300
S&CO Inc
Massachusetts
$313K

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.