We are live on ! Find out more
WMT icon

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
FCMC
1601
Founders Capital Management (Connecticut)
Connecticut
– -$237K -60,102 Closed
Hudson Bay Capital Management
1602
Hudson Bay Capital Management
Connecticut
– -$1.51M -60,000 Closed
OAM
1603
Oxford Asset Management
United Kingdom
– -$1.4M -55,314 Closed
KCM
1604
Kempner Capital Management
Texas
– -$1.36M -54,117 Closed
Group One Trading
1605
Group One Trading
Illinois
– -$1.41M -53,571 Closed
GCM
1606
Graham Capital Management
Connecticut
– -$1.2M -47,400 Closed
PL
1607
Polianta Ltd
Jersey
– -$1.08M -42,900 Closed
IGIM
1608
I.G. Investment Management
Manitoba, Canada
– -$1.07M -42,255 Closed
RCAMU
1609
Rothschild & Co Asset Management US
Connecticut
– -$946K -37,485 Closed
WSCM
1610
Wellington Shields Capital Management
New York
– -$929K -36,825 Closed
ADL
1611
Asset Dedication LLC
California
– -$803K -32,238 Closed
SM
1612
Sciencast Management
New Jersey
– -$795K -31,500 Closed
PAS
1613
Park Avenue Securities
New York
– -$764K -30,291 Closed
Arrowstreet Capital
1614
Arrowstreet Capital
Massachusetts
– -$749K -29,700 Closed
SG
1615
StoneX Group
New York
– -$542K -21,474 Closed
FHAM
1616
Folger Hill Asset Management
New York
– -$509K -20,190 Closed
SS
1617
Simplicity Solutions
Minnesota
– -$452K -17,925 Closed
IFWM
1618
Institute for Wealth Management
Colorado
– -$442K -17,415 Closed
UAS
1619
United Asset Strategies
New York
– -$380K -15,075 Closed
CIM
1620
Cetera Investment Management
California
– -$370K -14,826 Closed
SSWM
1621
Smith Salley Wealth Management
North Carolina
– -$369K -14,619 Closed
CWM
1622
Concert Wealth Management
California
– -$366K -14,574 Closed
B
1623
Bridgeworth
Alabama
– -$353K -14,502 Closed
NA
1624
Navellier & Associates
Nevada
– -$341K -13,500 Closed
SSP
1625
Sapphire Star Partners
Washington
– -$341K -13,500 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.