We are live on ! Find out more
WMT icon

Walmart Inc
WMT

1,474 hedge funds and large institutions have $63.2B invested in Walmart Inc in 2016 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 577 increasing their positions, 569 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 81

26% more funds holding in top 10

Funds holding in top 10: 61 → 77 (+16)

14% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $988M

3% more funds holding

Funds holding: 1,435 → 1,474 (+39)

1.4% more ownership

Funds ownership: 88.95% → 90.35% (+1.4%)

2% more capital invested

Capital invested by funds: $62B → $63.2B (+$1.2B)

1% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 569

Holders
1,474
Holders Change
+39
Holders Change %
+2.72%
% of All Funds
39.28%
Holding in Top 10
77
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+26.23%
% of All Funds
2.05%
New
130
Increased
577
Reduced
569
Closed
81
Calls
$1.13B
Puts
$988M
Net Calls
+$137M
Net Calls Change
-$178M

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$1.72B
2
JP Morgan Chase
JP Morgan Chase
New York
+$320M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
4
Goldman Sachs
Goldman Sachs
New York
+$202M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$189M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$289M
2
Invesco
Invesco
Georgia
-$288M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$189M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$145M
5
Millennium Management
Millennium Management
New York
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
601
Richard Bernstein Advisors
New York
$2.86M -$2.66M -121,188 -49%
SCA
602
Stonebridge Capital Advisors
Minnesota
$2.86M +$41.2K +1,878 +2%
CCM
603
Chickasaw Capital Management
Tennessee
$2.85M -$597K -27,210 -18%
BHWM
604
Bar Harbor Wealth Management
New Hampshire
$2.84M +$13.7K +627 +0.5%
Fuller & Thaler Asset Management
605
Fuller & Thaler Asset Management
California
$2.84M -$263K -12,000 -9%
CIP
606
Chartwell Investment Partners
Pennsylvania
$2.83M +$2.72M +124,185 New
LA
607
Lynch & Associates
Indiana
$2.83M +$541K +24,681 +25%
HWP
608
Hefty Wealth Partners
Indiana
$2.83M +$1.86M +84,939 +218%
JIC
609
Johnson Investment Counsel
Ohio
$2.82M -$76.2K -3,474 -3%
Mackenzie Financial
610
Mackenzie Financial
Ontario, Canada
$2.82M +$442K +20,175 +20%
CA
611
Callahan Advisors
Texas
$2.81M +$97.9K +4,464 +4%
MYAM
612
Meiji Yasuda Asset Management
Japan
$2.78M -$31.9K -1,455 -1%
NSEDCP
613
NJ State Employees Deferred Compensation Plan
New Jersey
$2.76M – – –
TFA
614
Transamerica Financial Advisors
Florida
$2.74M +$2.53M +115,497 +2,462%
HAM
615
Highstreet Asset Management
Ontario, Canada
$2.74M -$904K -41,217 -26%
SCA
616
Salient Capital Advisors
Texas
$2.73M +$620K +28,278 +31%
GWM
617
Geneos Wealth Management
Colorado
$2.73M +$2.6M +118,671 New
AIM
618
Acropolis Investment Management
Missouri
$2.71M +$102K +4,653 +4%
M
619
MOTCO
Texas
$2.71M +$70.6K +3,222 +3%
VAS
620
Valicenti Advisory Services
New York
$2.68M +$2.58M +117,450 New
BFEC
621
Benjamin F. Edwards & Company
Missouri
$2.68M +$787K +35,892 +44%
CB
622
Community Bank
New York
$2.67M +$2.17K +99 +0.1%
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$2.67M -$114K -5,190 -4%
Daiwa Securities Group
624
Daiwa Securities Group
Japan
$2.66M +$65.8K +3,000 +3%
MAM
625
Mizuho Asset Management
Japan
$2.65M +$783K +35,733 +58%
23 24
25
26 27

WMT Hedge Fund Activity: Q1 2016 in Review

1,474 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2016, worth a combined $63.2B — up 1.9% from $62B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WMT positions and 81 closed out — a net gain of 49 holders — while 577 added to existing stakes and 569 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.72B. The largest seller was Vanguard Group, cutting an estimated $289M.

  • 1,474 institutional investors held Walmart Inc (WMT) as of Q1 2016, up from 1,435 in Q4 2015.
  • Funds reported $63.2B of Walmart Inc stock for Q1 2016, up 1.9% quarter-over-quarter.
  • 130 funds opened new Walmart Inc positions in Q1 2016 and 81 closed out, a net change of +49 holders.
  • The largest Walmart Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $1.72B added.
  • The largest Walmart Inc seller in Q1 2016 was Vanguard Group, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2016.