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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
MRCM
1451
M&R Capital Management
New Jersey
$154K
SFFS
1452
Stonehage Fleming Financial Services
Jersey
$153K +$154K +5,880 New
HI
1453
Hudock Inc
Pennsylvania
$148K +$4.01K +153 +3%
CPIG
1454
Chicago Partners Investment Group
Illinois
$146K -$57.8K -2,205 -28%
JWM
1455
Jacobus Wealth Management
Wisconsin
$142K
DOA
1456
D'Orazio & Associates
Virginia
$139K -$15.7K -600 -10%
AWM
1457
Avior Wealth Management
Nebraska
$135K +$8.5K +324 +7%
ACM
1458
Armbruster Capital Management
New York
$133K
BRC
1459
Bell Rock Capital
Delaware
$133K
PWM
1460
Perigon Wealth Management
California
$130K +$66.2K +2,523 +102%
LF
1461
Lee Financial
Texas
$129K -$36K -1,371 -22%
APSP
1462
Asset Planning Services (Pennsylvania)
Pennsylvania
$127K +$8.81K +336 +7%
GBBWRPM
1463
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$111K
ABA
1464
American Beacon Advisors
Texas
$107K
WA
1465
Winfield Associates
Ohio
$107K
MCM
1466
MV Capital Management
Maryland
$104K +$3.86K +147 +4%
MWM
1467
MinichMacGregor Wealth Management
New York
$101K +$157 +6 +0.2%
NCM
1468
Nelson Capital Management
California
$99K +$2.13K +81 +2%
SNT
1469
Security National Trust
West Virginia
$98K -$40.1K -1,530 -29%
ACM
1470
AUA Capital Management
Pennsylvania
$94K
CFG
1471
CKW Financial Group
Hawaii
$94K
SAM
1472
Solaris Asset Management
New York
$94K
AOWM
1473
Alpha Omega Wealth Management
Virginia
$90K
JFA
1474
JNBA Financial Advisors
Minnesota
$90K +$11.6K +444 +15%
AP
1475
Atwood & Palmer
Missouri
$86K

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.