We are live on ! Find out more
WMT icon

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
PCTC
1476
Perkins Coie Trust Company
Washington
$85K
DSN
1477
D. Scott Neal
Kentucky
$84K
FPS
1478
Fieldpoint Private Securities
Connecticut
$82K -$114K -4,350 -58%
MFBTD
1479
MB Financial Bank - Trust Department
Illinois
$80K
Members Trust
1480
Members Trust
Florida
$78K +$39.4M +1,500,600 +5,083%
EWM
1481
Endurance Wealth Management
Rhode Island
$77K
WOC
1482
West Oak Capital
California
$74.2K
BWL
1483
Bogart Wealth LLC
Virginia
$74K +$72K +2,745 New
WIM
1484
Westside Investment Management
California
$73.8K +$79 +3 +0.1%
BCM
1485
Blume Capital Management
California
$70K -$7.87K -300 -10%
PVH
1486
Psagot Value Holdings
Israel
$70K
LC
1487
Landaas & Company
Wisconsin
$68K +$68.7K +2,619 New
MIP
1488
Mondrian Investment Partners
United Kingdom
$64K
TJHA
1489
Thomas J. Herzfeld Advisors
Florida
$64K +$315 +12 +0.5%
SIAP
1490
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
OFS
1491
Orrstown Financial Services
Pennsylvania
$63K +$43.3K +1,650 +220%
MIFH
1492
Migdal Insurance & Financial Holdings
Israel
$62K -$359K -13,695 -80%
WAP
1493
Wealthcare Advisory Partners
Pennsylvania
$61K +$60.9K +2,322 New
FMP
1494
Financial Management Professionals
Texas
$60K
WWM
1495
Willingdon Wealth Management
North Carolina
$59K +$59K +2,250 New
AFNAS
1496
American Financial Network Advisory Services
California
$59K +$59.7K +2,277 New
WPA
1497
West Paces Advisors
Georgia
$58K
TDC
1498
Thompson Davis & Co
Virginia
$54K -$66.2K -2,523 -55%
MIC
1499
MU Investments Company
Japan
$54K -$11K -420 -17%
GWS
1500
Glassman Wealth Services
Virginia
$50K +$394 +15 +0.8%

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.