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Walmart Inc
WMT

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: 1,554 → 1,559 (+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: 71 → 62 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$580M
2
Morgan Stanley
Morgan Stanley
New York
+$368M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$281M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$322M
2
BBHC
Brown Brothers Harriman & Co
New York
-$180M
3
Millennium Management
Millennium Management
New York
-$167M
4
American Century Companies
American Century Companies
Missouri
-$140M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1576
Winton Group
United Kingdom
– -$8.77M -347,463 Closed
HHC
1577
Hutchin Hill Capital
New York
– -$8.41M -333,300 Closed
CG
1578
Clinton Group
New York
– -$8.4M -332,817 Closed
BCM
1579
Barometer Capital Management
Ontario, Canada
– -$8.05M -319,200 Closed
CIC
1580
Cornercap Investment Counsel
Georgia
– -$7.21M -286,020 Closed
NI
1581
Nepsis Inc
Minnesota
– -$6.73M -266,958 Closed
CA
1582
Cornerstone Advisors
North Carolina
– -$6.42M -254,700 Closed
JCM
1583
Jag Capital Management
Missouri
– -$5.68M -225,273 Closed
TAM
1584
Tiverton Asset Management
Delaware
– -$4.87M -193,188 Closed
MWNA
1585
Marshall Wace North America
New York
– -$4.02M -158,829 Closed
CMBA
1586
C.M. Bidwell & Associates
Hawaii
– -$3.94M -155,970 Closed
BCMNY
1587
Buckingham Capital Management (New York)
New York
– -$3.78M -150,000 Closed
Parallax Volatility Advisers
1588
Parallax Volatility Advisers
California
– -$3.78M -144,156 Closed
CC
1589
Cipher Capital
New York
– -$3.61M -143,106 Closed
Wolverine Trading
1590
Wolverine Trading
Illinois
– -$3.38M -129,024 Closed
SCA
1591
Salient Capital Advisors
Texas
– -$2.71M -107,499 Closed
GIA
1592
Gargoyle Investment Advisor
New Jersey
– -$2.71M -107,244 Closed
AC
1593
Allstate Corporation
Illinois
– -$2.48M -98,502 Closed
CC
1594
Carlson Capital
Texas
– -$2.31M -91,734 Closed
MC
1595
Menta Capital
California
– -$2.17M -86,028 Closed
CG
1596
Cutler Group
California
– -$2.26M -85,962 Closed
DF
1597
Donoghue Forlines
Massachusetts
– -$2.15M -85,179 Closed
PFT
1598
Providence First Trust
Arizona
– -$1.93M -76,353 Closed
Capital Fund Management (CFM)
1599
Capital Fund Management (CFM)
France
– -$1.59M -60,771 Closed
MIAN
1600
Mariner Independent Advisor Network
Kansas
– -$1.53M -60,537 Closed
62 63
64
65 66

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.