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Walmart Inc

1,495 hedge funds and large institutions have $66.7B invested in Walmart Inc in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 571 increasing their positions, 639 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 66

6% more funds holding in top 10

Funds holding in top 10: 7782 (+5)

5% more capital invested

Capital invested by funds: $63.2B → $66.7B (+$3.47B)

1% more funds holding

Funds holding: 1,4741,495 (+21)

6% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.36B

2.39% less ownership

Funds ownership: 90.35%87.96% (-2.4%)

11% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 639

Holders
1,495
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
39.89%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
571
Reduced
639
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$511M +$15.6M +675,015 +3%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$486M +$159M +6,855,375 +52%
TCIM
28
TIAA CREF Investment Management
New York
$452M +$6.99M +302,046 +2%
BBHC
29
Brown Brothers Harriman & Co
New York
$430M -$15.5M -671,169 -4%
American Century Companies
30
American Century Companies
Missouri
$429M -$67.5M -2,915,178 -14%
AQR Capital Management
31
AQR Capital Management
Connecticut
$413M +$24.3M +1,049,304 +7%
Allianz Asset Management
32
Allianz Asset Management
Germany
$401M -$131M -5,656,020 -26%
Pzena Investment Management
33
Pzena Investment Management
New York
$392M -$24M -1,037,550 -6%
Prudential Financial
34
Prudential Financial
New Jersey
$378M +$13.9M +598,842 +4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$369M +$35.4M +1,527,300 +11%
Fisher Asset Management
36
Fisher Asset Management
Washington
$365M +$323M +13,957,179 +1,671%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$358M +$134M +5,796,252 +65%
ClearBridge Investments
38
ClearBridge Investments
New York
$353M -$59.8M -2,585,721 -15%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$346M +$26.4M +1,140,843 +9%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$345M +$4.94M +213,492 +2%
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$340M -$14.4M -621,285 -4%
Franklin Resources
42
Franklin Resources
California
$338M -$30M -1,294,698 -9%
UBS AM
43
UBS AM
Illinois
$332M +$33.2M +1,432,944 +12%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$326M +$3.8M +164,100 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$310M +$19.3M +835,719 +7%
PPA
46
Parametric Portfolio Associates
Washington
$302M +$20.5M +885,078 +8%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$277M +$30M +1,295,340 +13%
UBS Group
48
UBS Group
Switzerland
$269M -$17.8M -770,487 -7%
EA
49
Emerald Acquisition
Washington
$261M +$248M +10,718,721 New
CS
50
Credit Suisse
Switzerland
$260M +$28.8M +1,246,206 +13%

WMT Hedge Fund Activity: Q2 2016 in Review

1,495 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2016, worth a combined $66.7B — up 5.5% from $63.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WMT positions and 66 closed out — a net gain of 36 holders — while 571 added to existing stakes and 639 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $323M. The largest seller was Royal London Asset Management, cutting an estimated $1.82B.

  • 1,495 institutional investors held Walmart Inc (WMT) as of Q2 2016, up from 1,474 in Q1 2016.
  • Funds reported $66.7B of Walmart Inc stock for Q2 2016, up 5.5% quarter-over-quarter.
  • 102 funds opened new Walmart Inc positions in Q2 2016 and 66 closed out, a net change of +36 holders.
  • The largest Walmart Inc buyer in Q2 2016 was Fisher Asset Management, an estimated $323M added.
  • The largest Walmart Inc seller in Q2 2016 was Royal London Asset Management, an estimated $1.82B sold.

Based on aggregated 13F filings for Q2 2016.