Walmart Inc
WMT
1,435 hedge funds and large institutions have $62B invested in Walmart Inc in 2015 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 524 increasing their positions, 611 reducing their positions, and 123 closing their positions.
26% more call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.19B
24% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 123
1% more funds holding
Funds holding: 1,425 → 1,435 (+10)
2.63% less ownership
Funds ownership: 91.58% → 88.95% (-2.6%)
6% less capital invested
Capital invested by funds: $66.3B → $62B (-$4.29B)
13% less funds holding in top 10
Funds holding in top 10: 70 → 61 (-9)
14% less repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 611
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$338M |
| 2 |
Goldman Sachs
New York
|
+$226M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$143M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$142M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$725M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$643M |
| 3 |
Bank of New York Mellon
New York
|
-$424M |
| 4 |
Sanders Capital
West Palm Beach,
Florida
|
-$204M |
| 5 |
SG Americas Securities
New York
|
-$173M |
WMT Hedge Fund Activity: Q4 2015 in Review
1,435 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2015, worth a combined $62B — down 6.5% from $66.3B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new WMT positions and 123 closed out — a net gain of 29 holders — while 524 added to existing stakes and 611 trimmed.
The largest buyer was American International Group, adding an estimated $338M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $725M.
- 1,435 institutional investors held Walmart Inc (WMT) as of Q4 2015, up from 1,425 in Q3 2015.
- Funds reported $62B of Walmart Inc stock for Q4 2015, down 6.5% quarter-over-quarter.
- 152 funds opened new Walmart Inc positions in Q4 2015 and 123 closed out, a net change of +29 holders.
- The largest Walmart Inc buyer in Q4 2015 was American International Group, an estimated $338M added.
- The largest Walmart Inc seller in Q4 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $725M sold.
Based on aggregated 13F filings for Q4 2015.