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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
MAM
151
Martingale Asset Management
Massachusetts
$54.9M -$211K -8,061 -0.4%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$54.3M -$1.64M -62,553 -3%
NI
153
Numeric Investors
Massachusetts
$54.2M -$38.2M -1,456,290 -41%
CBOA
154
Commonwealth Bank of Australia
Australia
$53.9M +$1.52M +57,984 +3%
Bessemer Group
155
Bessemer Group
New Jersey
$53.6M +$1.79M +68,379 +3%
NFA
156
Nationwide Fund Advisors
Ohio
$53.1M -$948K -36,126 -2%
VRS
157
Virginia Retirement Systems
Virginia
$52.4M -$18.4M -702,000 -26%
RJFSA
158
Raymond James Financial Services Advisors
Florida
$51.3M +$1.95M +74,373 +4%
AIG
159
American International Group
New York
$50.9M -$4.16M -158,562 -8%
TAM
160
Tyers Asset Management
Texas
$50.5M -$13.8M -526,680 -21%
Comerica Bank
161
Comerica Bank
Texas
$50.1M +$1.53M +58,245 +3%
CCMH
162
Cornerstone Capital Management Holdings
New York
$49.8M +$68.1K +2,595 +0.1%
SEI Investments
163
SEI Investments
Pennsylvania
$49.1M +$1.75M +66,534 +4%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$48.2M +$452K +17,226 +0.9%
Calamos Advisors
165
Calamos Advisors
Illinois
$47.2M +$236K +8,979 +0.5%
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$46M
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$44.7M +$1.96M +74,760 +5%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$44.5M +$3.25M +123,927 +8%
HighTower Advisors
169
HighTower Advisors
Illinois
$44.5M +$3.5M +133,395 +8%
CWM
170
CIBC World Markets
New York
$43.9M +$10.9M +414,951 +33%
Axa
171
Axa
France
$42.9M +$1.15M +43,908 +3%
GAM
172
Gotham Asset Management
New York
$42.7M -$8.13M -309,825 -16%
CBCM
173
Cook & Bynum Capital Management
Alabama
$40.5M -$847K -32,277 -2%
RI
174
RWWM Inc
California
$39.9M -$2.18M -83,001 -5%
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.9M +$929K +35,400 +2%

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.