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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
ELC
126
Edgar Lomax Company
Virginia
$73.4M -$6.37M -242,718 -8%
Aviva
127
Aviva
United Kingdom
$73.4M -$230K -8,760 -0.3%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$72.6M -$122M -4,644,165 -63%
BCM
129
Becker Capital Management
Oregon
$71M +$752K +28,680 +1%
SRIM
130
Saratoga Research & Investment Management
California
$70.8M -$973K -37,080 -1%
DAC
131
Dividend Assets Capital
South Carolina
$70.6M -$923K -35,178 -1%
RRAM
132
River Road Asset Management
Kentucky
$67.7M -$956K -36,441 -1%
SDIC
133
South Dakota Investment Council
South Dakota
$66.7M -$881K -33,600 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
134
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$66.6M +$50.9M +1,940,169 +321%
WRF
135
Waddell & Reed Financial
Kansas
$66.4M +$66.9M +2,548,500 New
ACI
136
AMP Capital Investors
Australia
$66.2M +$1.56M +59,457 +2%
GVI
137
Green Valley Investors
Delaware
$66.1M -$33.3M -1,268,166 -33%
GIA
138
Gateway Investment Advisers
Ohio
$65.6M +$773K +29,460 +1%
NFP
139
Narus Financial Partners
Utah
$65.5M -$1.31M -50,088 -2%
SWITC
140
Stewart West Indies Trading Company
Colorado
$63.9M
QI
141
QV Investors
Alberta, Canada
$61.5M -$3.11M -118,710 -5%
CGI
142
Comgest Global Investors
France
$61.4M +$56.6M +2,156,700 +1,073%
FCM
143
Flinton Capital Management
Pennsylvania
$61.4M -$16.8M -639,540 -21%
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$58.9M -$90M -3,432,177 -60%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$58.5M +$7.65M +291,603 +15%
Nordea Investment Management
146
Nordea Investment Management
Sweden
$58.4M -$218K -8,301 -0.4%
ZIM
147
Zacks Investment Management
Illinois
$58M +$700K +26,670 +1%
Los Angeles Capital Management
148
Los Angeles Capital Management
California
$57.2M +$7.68M +292,746 +15%
Federated Hermes
149
Federated Hermes
Pennsylvania
$56.1M +$1.52M +57,855 +3%
First Trust Advisors
150
First Trust Advisors
Illinois
$55.8M +$1.92M +73,338 +4%

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.