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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
NA
176
Neuburgh Advisers
California
$39.7M -$10.9M -413,820 -21%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$39.6M +$3.08M +117,297 +8%
KBC Group
178
KBC Group
Belgium
$39.2M +$1.26M +47,970 +3%
CAM
179
ClariVest Asset Management
California
$39M -$1.7M -64,833 -4%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$38.2M +$6.64M +253,077 +21%
FCIM
181
Fairview Capital Investment Management
California
$37.9M +$403K +15,375 +1%
GIBU
182
Gulf International Bank (UK)
United Kingdom
$37.6M -$39.4K -1,500 -0.1%
AIA
183
Avalon Investment & Advisory
Texas
$37.6M +$10.8M +412,110 +40%
CA
184
Commerzbank Aktiengesellschaft
Germany
$37.3M -$127K -4,857 -0.3%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$36.5M -$15.9M -604,386 -30%
PIA
186
Piedmont Investment Advisors
North Carolina
$35.8M +$421K +16,062 +1%
JMPWA
187
JP Morgan Private Wealth Advisors
California
$35.6M -$1.73M -66,063 -5%
ASRS
188
Arizona State Retirement System
Arizona
$35.5M -$5.25M -200,307 -13%
CI
189
Conning Inc
Connecticut
$35M +$2.35M +89,649 +7%
SOMRS
190
State of Michigan Retirement System
Michigan
$34.7M -$32.3M -1,229,700 -48%
AAMU
191
Amundi Asset Management US
Massachusetts
$34.6M -$94.4K -3,600 -0.3%
BAPIM
192
British Airways Pensions Investment Management
United Kingdom
$33.6M -$1.23M -46,878 -4%
TAM
193
Tocqueville Asset Management
New York
$33M -$88.7K -3,381 -0.3%
KeyBank National Association
194
KeyBank National Association
Ohio
$32.9M -$819K -31,227 -2%
JIC
195
Johnson Investment Counsel
Ohio
$32.7M +$1.55M +58,965 +5%
PG
196
Pendal Group
Australia
$31.8M +$5.07M +193,311 +19%
TPSF
197
Texas Permanent School Fund
Texas
$31.7M -$738K -28,137 -2%
CTB
198
Country Trust Bank
Illinois
$31.1M -$496K -18,909 -2%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$31.1M +$558K +21,252 +2%
Lazard Asset Management
200
Lazard Asset Management
New York
$30.7M +$8.9M +339,219 +40%

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.