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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
UWPG
1376
Ullmann Wealth Partners Group
Florida
$252K +$8.97K +342 +3%
Lido Advisors
1377
Lido Advisors
California
$251K +$227K +8,634 New
HCM
1378
Hall Capital Management
Rhode Island
$250K -$7.87K -300 -3%
1IA
1379
1834 Investment Advisors
Wisconsin
$250K -$79 -3 -0%
TCM
1380
Tufton Capital Management
Maryland
$250K +$13.7K +522 +6%
HDIM
1381
Hanson & Doremus Investment Management
Vermont
$250K +$152K +5,790 +152%
AHC
1382
Adell Harriman & Carpenter
Texas
$249K -$7.87K -300 -3%
PAG
1383
Pinnacle Advisory Group
Maryland
$248K -$1.73K -66 -0.7%
GAAM
1384
Guinness Atkinson Asset Management
California
$245K
BONST
1385
Bank of Nova Scotia Trust
Ontario, Canada
$245K +$247K +9,420 New
SWM
1386
Segment Wealth Management
Texas
$243K +$29.7K +1,131 +14%
CF
1387
Corrigan Financial
Rhode Island
$242K +$14.5K +552 +6%
AIS
1388
Accurate Investment Solutions
Pennsylvania
$242K +$81.5K +3,105 +50%
HK
1389
Horizon Kinetics
New York
$242K +$243K +9,279 New
OA
1390
Oxbow Advisors
Texas
$241K -$4.72K -180 -2%
NB
1391
Nicolet Bankshares
Wisconsin
$239K
GAM
1392
Garrison Asset Management
Arkansas
$237K -$13.4K -510 -5%
CCM
1393
Catawba Capital Management
Virginia
$237K
RCM
1394
RNC Capital Management
California
$236K -$29.4K -1,122 -11%
YMRC
1395
Yorktown Management & Research Company
Virginia
$234K
RMCM
1396
Reynders McVeigh Capital Management
Massachusetts
$233K +$3.94K +150 +2%
GAM
1397
Gemmer Asset Management
California
$232K +$472 +18 +0.2%
DSI
1398
Daiwa SB Investments
Japan
$232K +$57.5K +2,190 +33%
CL
1399
CPWM LLC
Washington
$231K -$187K -7,134 -45%
OSNBOA
1400
Old Second National Bank of Aurora
Illinois
$229K +$38.7K +1,476 +20%

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.