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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
IR
1526
Invictus RG
Bermuda
$22K -$643K -24,528 -97%
HR
1527
Howe & Rusling
New York
$20K -$18.2K -693 -47%
PO
1528
Private Ocean
California
$18K
SIA
1529
Sit Investment Associates
Minnesota
$18K
QAM
1530
QCI Asset Management
New York
$17K -$7.32K -279 -30%
MCIA
1531
Mountain Capital Investment Advisors
Colorado
$16K -$5.19K -198 -25%
PS
1532
Portfolio Solutions
Michigan
$16K
CP
1533
Corbenic Partners
Pennsylvania
$16K +$79 +3 +0.5%
BAM
1534
Barrett Asset Management
New York
$15K
AWMS
1535
Advocacy Wealth Management Services
Georgia
$15K +$7.87K +300 +100%
MWM
1536
Mascoma Wealth Management
New Hampshire
$14K
MUS
1537
Mitsubishi UFJ Securities
Japan
$13K
PCFFS
1538
Pacific Center for Financial Services
California
$13K
OAJ
1539
Ogorek Anthony Joseph
New York
$12K
SIAS
1540
Shine Investment Advisory Services
Colorado
$9K
VCM
1541
Vigilant Capital Management
Maine
$8K -$29.3K -1,116 -79%
AA
1542
AlphaMark Advisors
Kentucky
$8K
IP
1543
Isthmus Partners
Wisconsin
$8K
TWMP
1544
Taylor Wealth Management Partners
Massachusetts
$8K
BCI
1545
Brinker Capital Investments
Pennsylvania
$8K +$7.87K +300 New
CIM
1546
Contravisory Investment Management
Massachusetts
$8K +$7.87K +300 New
PWPCM
1547
Perella Weinberg Partners Capital Management
New York
$7.13K +$1.01M +38,655 +16%
WAS
1548
Winch Advisory Services
Wisconsin
$6K +$5.67K +216 New
Walleye Trading
1549
Walleye Trading
New York
$5.06K +$5.1M +194,316 New
CFA
1550
Camarda Financial Advisors
Florida
$5K

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.