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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
AHB
1351
Abner Herrman & Brock
New Jersey
$268K +$270K +10,284 New
MC
1352
Middleton & Co
Massachusetts
$267K -$12.1K -462 -4%
PPSG
1353
Princeton Portfolio Strategies Group
New Jersey
$267K -$7.87K -300 -3%
MA
1354
Marshwinds Advisory
Georgia
$267K
IOOF
1355
Independent Order of Foresters
Ontario, Canada
$266K
AIP
1356
Ahrens Investment Partners
Louisiana
$266K +$17.2K +654 +7%
WI
1357
Wedgewood Investors
Pennsylvania
$265K -$15.7K -600 -6%
GBT
1358
Grove Bank & Trust
Florida
$265K +$109K +4,140 +68%
WPA
1359
Winning Points Advisors
Florida
$264K +$23.6K +900 +10%
SG
1360
Swarthmore Group
Pennsylvania
$264K +$266K +10,125 New
CA
1361
Continuum Advisory
Idaho
$263K -$69.1K -2,634 -21%
IIC
1362
Integrated Investment Consultants
Michigan
$263K +$5.43K +207 +2%
AAM
1363
American Asset Management
Florida
$262K +$5.04K +192 +2%
GC
1364
Grimes & Company
Massachusetts
$261K -$23.5K -897 -8%
TIM
1365
Tortoise Investment Management
New York
$261K
IAMOG
1366
Investors Asset Management of Georgia
Georgia
$260K -$7.87K -300 -3%
GLI
1367
Guardian Life Insurance
New York
$260K -$1.02K -39 -0.4%
MC
1368
Matisse Capital
Oregon
$259K
GEA
1369
Glen Eagle Advisors
New Jersey
$259K -$190K -7,260 -42%
CBOR
1370
Community Bank of Raymore
Missouri
$254K
HBT
1371
Hills Bank & Trust
Iowa
$254K +$5.51K +210 +2%
TIA
1372
Tiemann Investment Advisors
California
$254K +$9.84K +375 +4%
SFG
1373
SNS Financial Group
Minnesota
$253K -$14.2K -543 -5%
SCM
1374
Southport Capital Management
Tennessee
$253K -$4.64K -177 -2%
CYG
1375
Clean Yield Group
Vermont
$252K

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.