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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
AF
1301
Allworth Financial
California
$311K -$13.9K -528 -4%
LA
1302
Legacy Advisors
Pennsylvania
$311K +$115K +4,368 +58%
ACI
1303
Alpha Cubed Investments
California
$309K -$2.36K -90 -0.8%
BBA
1304
BLB&B Advisors
Pennsylvania
$308K -$19.2K -732 -6%
MWAC
1305
Mariner Wealth Advisors (Cincinnati)
Ohio
$307K -$133K -5,076 -30%
CC
1306
Cadinha & Co
Hawaii
$305K
ERIM
1307
Eagle Ridge Investment Management
Connecticut
$305K +$307K +11,715 New
BWAM
1308
Boyd Watterson Asset Management
Ohio
$304K
HH
1309
Hilltop Holdings
Texas
$303K -$234K -8,934 -43%
YP
1310
Yellowstone Partners
Idaho
$302K +$305K +11,613 New
HA
1311
Hays Advisory
Tennessee
$301K +$19.5K +744 +7%
FFC
1312
First Financial Corp
Indiana
$300K -$13.3K -507 -4%
FAN
1313
Financial Advisors Network
California
$300K -$2.99K -114 -1%
NAM
1314
NTV Asset Management
West Virginia
$299K
SCP
1315
Syntal Capital Partners
Texas
$299K +$75.7K +2,886 +33%
TSS
1316
Two Sigma Securities
New York
$296K +$298K +11,361 New
TCM
1317
Tradewinds Capital Management
Washington
$292K +$79 +3 +0%
TC
1318
Telemus Capital
Michigan
$291K -$180K -6,867 -38%
VNA
1319
Valley National Advisers
Pennsylvania
$291K +$15.8K +603 +6%
OC
1320
Oarsman Capital
Wisconsin
$290K
GW
1321
GW & Wade
Massachusetts
$289K
WSC
1322
Wellington Shields & Co
New York
$289K +$1.18K +45 +0.4%
CAM
1323
Congress Asset Management
Massachusetts
$289K +$7.87K +300 +3%
DP
1324
Dearborn Partners
Illinois
$289K +$75.2K +2,865 +35%
VIA
1325
Vantage Investment Advisors
Pennsylvania
$288K +$18.4K +702 +7%

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.