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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
Financial Engines Advisors
1501
Financial Engines Advisors
California
$48K +$48K +1,830 New
HCA
1502
Horan Capital Advisors
Ohio
$47K +$47.3K +1,803 New
IGGA
1503
Iron Gate Global Advisors
Utah
$46K +$47.2K +1,800 New
CFD
1504
Creative Financial Designs
Indiana
$45K +$79 +3 +0.2%
TFO
1505
Tarbox Family Office
California
$45K +$4.17K +159 +10%
RCG
1506
Ruggie Capital Group
Florida
$44K +$6.45K +246 +17%
GWA
1507
Guidant Wealth Advisors
Illinois
$43K
CPA
1508
Clear Perspective Advisors
Illinois
$41K -$2.44K -93 -6%
HMS
1509
Hanseatic Management Services
New Mexico
$41K +$41.5K +1,581 New
BWP
1510
Baldwin Wealth Partners
Massachusetts
$40K
CWM
1511
Cranbrook Wealth Management
Michigan
$40K
NCM
1512
New Capital Management
Texas
$40K
IDBONY
1513
Israel Discount Bank of New York
New York
$39K +$39.4K +1,500 New
SMG
1514
Spectrum Management Group
Indiana
$39K +$39.4K +1,500 New
CAW
1515
Cornerstone Advisors (Washington)
Washington
$36K +$6.38K +243 +21%
CBT
1516
Central Bank & Trust
Kentucky
$35K
EWM
1517
Edge Wealth Management
New York
$31K
LWA
1518
Lowe Wealth Advisors
Maryland
$29K +$157 +6 +0.5%
RAM
1519
Riggs Asset Management
Pennsylvania
$28K -$31.5K -1,200 -53%
NSB
1520
Norway Savings Bank
Maine
$28K
FMA
1521
FNY Managed Accounts
New York
$26K -$16.9K -645 -39%
RBC
1522
Roble Belko & Company
Pennsylvania
$26K
HS
1523
Horan Securities
United States
$24K
ARMC
1524
American Research & Management Company
Massachusetts
$23K
CAM
1525
Close Asset Management
United Kingdom
$23K

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.