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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
BOS
1326
Bingham Osborn & Scarborough
California
$286K +$1.89K +72 +0.7%
SIM
1327
SSI Investment Management
California
$285K +$31.8K +1,212 +12%
QCG
1328
Quadrant Capital Group
Ohio
$284K -$1.1K -42 -0.4%
PG
1329
Patten Group
Tennessee
$284K +$79 +3 +0%
SLA
1330
Silver Lake Advisory
Utah
$283K +$157 +6 +0.1%
AIA
1331
Affinity Investment Advisors
California
$283K +$24.6K +936 +9%
AAM
1332
Autus Asset Management
Arizona
$283K +$55.2K +2,106 +24%
RW
1333
Rand Wealth
Maryland
$283K +$70.8K +2,700 +33%
AF
1334
Affiance Financial
Minnesota
$282K
IA
1335
Independence Advisors
Pennsylvania
$282K
TI
1336
Truepoint Inc
Ohio
$281K -$34.6K -1,320 -11%
LI
1337
Longer Investments
Arkansas
$281K -$3.15K -120 -1%
SIAM
1338
Sterling Investment Advisors (Missouri)
Missouri
$281K +$6.45K +246 +2%
CCP
1339
Corient Capital Partners
California
$280K -$42.2K -1,608 -13%
CCM
1340
Chilton Capital Management
Texas
$278K +$9.84K +375 +4%
BAM
1341
Belpointe Asset Management
Nevada
$278K +$280K +10,662 New
AFA
1342
Abacus FCF Advisors
Florida
$277K +$40.6K +1,548 +17%
RWA
1343
RGT Wealth Advisors
Texas
$276K -$66K -2,517 -19%
NDSI
1344
Newman Dignan & Sheerar Inc
Rhode Island
$275K +$79 +3 +0%
PA
1345
Probity Advisors
Texas
$275K +$6.22K +237 +2%
ISB
1346
Iowa State Bank
Iowa
$274K
SFM
1347
Soros Fund Management
New York
$273K -$47.2K -1,800 -15%
UFG
1348
United Fire Group
Iowa
$273K
CC
1349
Cedar Capital
Illinois
$269K +$11.1K +423 +4%
CPIM
1350
Columbia Partners Investment Management
Virginia
$269K +$271K +10,344 New

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.