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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.28B +$23.2M +884,691 +0.3%
BlackRock
2
BlackRock
New York
$7.13B +$137M +5,226,675 +2%
State Street
3
State Street
Massachusetts
$5.28B -$322M -12,261,864 -6%
Bank of America
4
Bank of America
North Carolina
$1.84B +$580M +22,093,464 +46%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.68B +$281M +10,695,012 +20%
Dodge & Cox
6
Dodge & Cox
California
$1.65B -$15.3M -581,472 -0.9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.52B +$338M +12,896,664 +28%
Northern Trust
8
Northern Trust
Illinois
$1.44B +$48.7M +1,855,836 +3%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.31B
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.2B +$15.1M +576,000 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.16B +$17.7M +674,463 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.09B -$59.9M -2,282,337 -5%
Wells Fargo
13
Wells Fargo
California
$1.06B -$74.9M -2,855,715 -7%
Morgan Stanley
14
Morgan Stanley
New York
$996M +$368M +14,011,590 +58%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$907M
AQR Capital Management
16
AQR Capital Management
Connecticut
$745M +$8.59M +327,357 +1%
Goldman Sachs
17
Goldman Sachs
New York
$744M +$28.3M +1,079,211 +4%
Charles Schwab
18
Charles Schwab
California
$710M -$14M -533,964 -2%
Ameriprise
19
Ameriprise
Minnesota
$697M +$3.56M +135,651 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$678M +$13.1M +499,614 +2%
Invesco
21
Invesco
Georgia
$677M +$49.3M +1,879,350 +8%
JP Morgan Chase
22
JP Morgan Chase
New York
$577M +$121M +4,603,986 +27%
American Century Companies
23
American Century Companies
Missouri
$563M -$140M -5,354,901 -20%
TCIM
24
TIAA CREF Investment Management
New York
$529M +$5.1M +194,589 +1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$515M +$66.7M +2,541,606 +15%

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.