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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
CWM
1551
Cedar Wealth Management
California
$4K
NR
1552
Newfound Research
Massachusetts
$3K +$236 +9 +8%
MIM
1553
Macroview Investment Management
Maryland
$2K
WAS
1554
WESPAC Advisors SoCal
California
$2K
LYV
1555
Live Your Vision
Pennsylvania
$2K +$79 +3 +4%
SC
1556
SouthState Corp
Florida
$1.52K +$632K +24,105 +70%
WCM
1557
Wealthcare Capital Management
Virginia
$1K
LWA
1558
Lenox Wealth Advisors
New York
$1K +$630 +24 New
WPC
1559
White Pine Capital
Minnesota
$571 -$12.6K -480 -2%
CT
1560
Chicago Trust
Illinois
$226 +$4.17K +159 +2%
LC
1561
LNZ Capital
New York
-$114M -4,500,000 Closed
Alyeska Investment Group
1562
Alyeska Investment Group
Illinois
-$110M -4,347,678 Closed
PCM
1563
Palestra Capital Management
New York
-$68.9M -2,730,000 Closed
MCM
1564
Moore Capital Management
New York
-$42M -1,665,000 Closed
HCM
1565
Hitchwood Capital Management
New York
-$34.1M -1,350,000 Closed
NAM
1566
NorthCoast Asset Management
Connecticut
-$19.7M -780,780 Closed
CHP
1567
Castle Hook Partners
New York
-$18.5M -731,883 Closed
PAMP
1568
Polar Asset Management Partners
Ontario, Canada
-$15.1M -600,000 Closed
ACPU
1569
Arrowgrass Capital Partners (US)
Delaware
-$13.9M -531,138 Closed
GP
1570
GLG Partners
United Kingdom
-$12.8M -505,791 Closed
AC
1571
Ascend Capital
California
-$12.3M -486,912 Closed
SFG
1572
Sather Financial Group
Texas
-$9.37M -371,334 Closed
PG
1573
PEAK6 Group
Illinois
-$9.62M -366,720 Closed
NIT
1574
NumerixS Investment Technologies
British Columbia, Canada
-$9.19M -364,269 Closed
MLM
1575
Mount Lucas Management
Pennsylvania
-$9.08M -359,889 Closed

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.