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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
PFA
1426
Paradigm Financial Advisors
Missouri
$207K
FCCM
1427
First City Capital Management
Georgia
$206K +$157 +6 +0.1%
AMG
1428
Advisors Management Group
Wisconsin
$206K +$208K +7,911 New
AL
1429
Aspiriant LLC
California
$204K +$205K +7,824 New
BOS
1430
Bank of Stockton
California
$204K +$206K +7,860 New
SA
1431
Sicart Associates
New York
$203K +$205K +7,800 New
SFM
1432
Signature Financial Management
Virginia
$203K +$275K +10,488 New
SAM
1433
Shamrock Asset Management
Texas
$201K -$16K -609 -7%
AAP
1434
Arax Advisory Partners
Colorado
$195K -$27.5K -1,050 -12%
IAM
1435
Iridian Asset Management
Connecticut
$195K
AC
1436
Alexandria Capital
Virginia
$184K -$12.8K -486 -6%
MFT
1437
Moisand Fitzgerald Tamayo
Florida
$183K +$184K +7,029 New
ECM
1438
Exchange Capital Management
Michigan
$182K +$2.36K +90 +1%
BWA
1439
Burt Wealth Advisors
Maryland
$181K -$17.8K -678 -9%
GRP
1440
Global Retirement Partners
California
$181K +$89.7K +3,420 +97%
TCM
1441
TD Capital Management
Tennessee
$180K -$15.7K -600 -8%
SWA
1442
Sutton Wealth Advisors
Florida
$179K -$394 -15 -0.2%
AIP
1443
Almanack Investment Partners
Pennsylvania
$179K +$26K +990 +17%
SC
1444
SRB Corp
Massachusetts
$173K -$6.85K -261 -4%
CHP
1445
Cable Hill Partners
Oregon
$168K +$167K +6,369 +8,165%
WA
1446
WealthTrust-Arizona
Arizona
$167K -$157 -6 -0.1%
KTC
1447
Kistler-Tiffany Companies
Pennsylvania
$165K +$15.7K +600 +10%
VCM
1448
Versant Capital Management
Arizona
$162K -$15K -573 -8%
FWM
1449
Focused Wealth Management
New York
$161K -$181K -6,900 -53%
AIM
1450
Arcadia Investment Management
Michigan
$154K -$27.5K -1,050 -15%

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.