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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
ATC
626
Argent Trust Company
Louisiana
$2.66M +$71.9K +3,135 +3%
ABC
627
Associated Banc-Corp
Wisconsin
$2.65M -$290K -12,654 -9%
WKWM
628
Walter & Keenan Wealth Management
Indiana
$2.61M +$38.5K +1,677 +1%
Renaissance Technologies
629
Renaissance Technologies
New York
$2.61M -$185M -8,042,700 -99%
PAG
630
Private Advisor Group
New Jersey
$2.6M +$855K +37,272 +45%
GIM
631
Greylin Investment Management
Virginia
$2.6M +$457K +19,920 +20%
NSEDCP
632
NJ State Employees Deferred Compensation Plan
New Jersey
$2.59M
WAM
633
Wolverine Asset Management
Illinois
$2.58M +$2.29M +99,600 +507%
BIM
634
Bridges Investment Management
Nebraska
$2.57M
BIC
635
Bridges Investment Counsel
Nebraska
$2.57M +$238K +10,377 +11%
BWM
636
Braver Wealth Management
Massachusetts
$2.57M +$2.73M +118,989 New
SFS
637
Strategic Financial Services
New York
$2.56M +$104K +4,530 +4%
GA
638
GFS Advisors
Texas
$2.56M +$2.72M +118,476 New
AIM
639
Acropolis Investment Management
Missouri
$2.56M -$7.85K -342 -0.3%
TWA
640
Tillar-Wenstrup Advisors
Ohio
$2.55M +$755K +32,919 +39%
NAM
641
NorthCoast Asset Management
Connecticut
$2.54M +$114K +4,953 +4%
Daiwa Securities Group
642
Daiwa Securities Group
Japan
$2.53M +$20.6K +900 +0.8%
BG
643
Bahl & Gaynor
Ohio
$2.53M -$96.6K -4,212 -3%
SIM
644
Sterling Investment Management
Arizona
$2.51M -$32.8K -1,431 -1%
LCP
645
Legacy Capital Partners
Wisconsin
$2.49M +$6.88K +300 +0.3%
CC
646
ClearArc Capital
Ohio
$2.48M -$51.2K -2,232 -2%
GE
647
General Electric
Ohio
$2.48M
LOT
648
Lombard Odier Transatlantic
Quebec, Canada
$2.48M +$206K +9,000 +8%
TYCC
649
Texas Yale Capital Corp
Florida
$2.48M +$248K +10,821 +10%
BA
650
Birinyi Associates
Connecticut
$2.46M +$1.3M +56,850 +99%

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.