We are live on ! Find out more
WMT icon

Walmart Inc

1,425 hedge funds and large institutions have $66.3B invested in Walmart Inc in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 582 increasing their positions, 561 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.16B

1% more funds holding in top 10

Funds holding in top 10: 6970 (+1)

4% more repeat investments, than reductions

Existing positions increased: 582 | Existing positions reduced: 561

0.78% more ownership

Funds ownership: 90.8%91.58% (+0.78%)

4% less capital invested

Capital invested by funds: $68.9B → $66.3B (-$2.62B)

3% less funds holding

Funds holding: 1,4691,425 (-44)

30% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 110

Holders
1,425
Holders Change
-44
Holders Change %
-3%
% of All Funds
39.78%
Holding in Top 10
70
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.45%
% of All Funds
1.95%
New
77
Increased
582
Reduced
561
Closed
110
Calls
$1.63B
Puts
$1.16B
Net Calls
+$466M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
VFAM
326
Valley Forge Asset Management
Pennsylvania
$11.3M -$3.41M -148,644 -22%
LPL Financial
327
LPL Financial
California
$11.3M +$1.38M +60,090 +13%
SFM
328
Stack Financial Management
Montana
$11.2M +$98.1K +4,275 +0.8%
IIM
329
Intact Investment Management
Quebec, Canada
$11.2M +$447K +19,500 +4%
CTC
330
Central Trust Company
Missouri
$11.2M -$64K -2,790 -0.5%
QI
331
QS Investors
New York
$11.1M -$715K -31,158 -6%
CIC
332
Chilton Investment Company
Connecticut
$11M -$723K -31,515 -6%
MAM
333
Meeder Asset Management
Ohio
$10.9M +$689K +30,024 +6%
SI
334
Stephens Inc
Arkansas
$10.8M +$1.89M +82,335 +20%
VWM
335
Valley Wealth Managers
New Jersey
$10.8M +$717K +31,248 +7%
WRF
336
Waddell & Reed Financial
Kansas
$10.7M
SW
337
SVB Wealth
Massachusetts
$10.7M -$1.99M -86,874 -15%
MA
338
MUFG Americas
New York
$10.6M -$794K -34,593 -7%
PCA
339
Personal Capital Advisors
California
$10.6M +$1.77M +77,001 +19%
ANI
340
American National Insurance
Texas
$10.5M
GHA
341
GW Henssler & Associates
Georgia
$10.4M -$538K -23,436 -5%
ONB
342
Old National Bancorp
Indiana
$10.3M -$222K -9,693 -2%
LT
343
LJ Trust
Nevada
$10.3M +$413K +18,000 +4%
DCM
344
Dupont Capital Management
Delaware
$10.2M -$698K -30,420 -6%
SPC
345
Stewart & Patten Company
California
$10.2M +$55.4K +2,415 +0.5%
TGI
346
Tradewinds Global Investors
California
$10.1M +$2.21M +96,402 +26%
HFS
347
HL Financial Services
Kentucky
$10.1M -$3.15M -137,274 -23%
WIC
348
Willis Investment Counsel
Georgia
$10.1M +$1.71M +74,400 +19%
DCM
349
Driehaus Capital Management
Illinois
$10.1M +$10.7M +465,000 New
NLGIA
350
Nippon Life Global Investors Americas
New York
$9.97M +$1.03M +45,060 +11%

WMT Hedge Fund Activity: Q3 2015 in Review

1,425 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2015, worth a combined $66.3B — down 3.8% from $68.9B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of WMT and 77 opened new positions — a net loss of 33 holders — while 561 trimmed existing stakes and 582 added.

The largest buyer was Bank of America, adding an estimated $428M. The largest seller was Berkshire Hathaway, cutting an estimated $289M.

  • 1,425 institutional investors held Walmart Inc (WMT) as of Q3 2015, down from 1,469 in Q2 2015.
  • Funds reported $66.3B of Walmart Inc stock for Q3 2015, down 3.8% quarter-over-quarter.
  • 77 funds opened new Walmart Inc positions in Q3 2015 and 110 closed out, a net change of -33 holders.
  • The largest Walmart Inc buyer in Q3 2015 was Bank of America, an estimated $428M added.
  • The largest Walmart Inc seller in Q3 2015 was Berkshire Hathaway, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2015.