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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
AIM
1626
Acrospire Investment Management
Illinois
-$303K -12,000 Closed
ID
1627
Integral Derivatives
New York
-$281K -10,722 Closed
MC
1628
Miles Capital
Iowa
-$269K -10,671 Closed
BWFM
1629
Bridgewater Wealth & Financial Management
Maryland
-$269K -10,650 Closed
BFM
1630
Boothbay Fund Management
New York
-$261K -10,353 Closed
BPC
1631
Banque Pictet & Cie
Switzerland
-$248K -9,822 Closed
VNA
1632
VNBTrust National Association
Virginia
-$237K -9,393 Closed
PWP
1633
Private Wealth Partners
California
-$204K -8,100 Closed
MLFP
1634
MPS Loria Financial Planners
Illinois
-$185K -6,882 Closed
PFO
1635
Pathstone Family Office
New Jersey
-$167K -6,648 Closed
HIIFS
1636
Harel Insurance Investments & Financial Services
Israel
-$136K -5,391 Closed
GI
1637
Gradient Investments
Minnesota
-$88K -3,477 Closed
FC
1638
Ferris Capital
Massachusetts
-$83K -3,291 Closed
ST
1639
Sageworth Trust
Pennsylvania
-$50K -2,001 Closed
CPP
1640
Crow Point Partners
Massachusetts
-$49K -1,923 Closed
HFM
1641
Harvest Fund Management
China
-$29K -1,155 Closed
MBT
1642
Monroe Bank & Trust
Michigan
-$27K -1,056 Closed
DPA
1643
Delphi Private Advisors
California
-$22K -954 Closed
RI
1644
Redwood Investments
Massachusetts
-$4K -159 Closed
FFW
1645
Fusion Family Wealth
New York
-$1K -45 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.