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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
MNA
201
Manning & Napier Advisors
New York
$30.6M -$200K -7,629 -0.6%
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$30.5M -$7.4M -282,243 -19%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4M -$4.13M -157,461 -12%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$30.1M +$2.26M +85,959 +8%
Nomura Asset Management
205
Nomura Asset Management
Japan
$30M -$316K -12,027 -1%
EIP
206
Epoch Investment Partners
New York
$29.3M -$796K -30,330 -3%
MCIM
207
Meadow Creek Investment Management
Georgia
$28.9M -$7.9M -300,960 -21%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$28.7M -$1.71M -65,304 -6%
DRZID
209
DePrince Race & Zollo Inc (DRZ)
Florida
$27.5M -$13.2M -504,645 -32%
Luther King Capital Management (LKCM)
210
Luther King Capital Management (LKCM)
Texas
$27.5M -$116K -4,425 -0.4%
MHC
211
Meyer Handelman Company
New York
$27.4M +$1.47M +55,980 +6%
WM
212
WS Management
Florida
$27.3M
FIM
213
Foresters Investment Management
New York
$27.3M +$968K +36,900 +4%
SLAM
214
Swiss Life Asset Management
$27.2M +$2.95M +112,422 +12%
SB
215
Suntrust Banks
Georgia
$27M +$236K +8,991 +0.9%
QI
216
QS Investors
New York
$26.7M -$1.4M -53,304 -5%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$26.7M +$2.32M +88,254 +9%
RAM
218
RWC Asset Management
United Kingdom
$26.4M -$306K -11,661 -1%
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$26.3M -$5.06M -192,957 -16%
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$26M -$483K -18,423 -2%
EHC
221
Everett Harris & Co
California
$25.9M -$499K -19,032 -2%
MME
222
Meag Munich Ergo
Germany
$25.8M -$6.04M -230,226 -19%
JIR
223
James Investment Research
Ohio
$25.7M +$6M +228,861 +30%
HP
224
Hosking Partners
United Kingdom
$25.7M +$8.21M +312,984 +46%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$25.6M -$849K -32,364 -3%

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.