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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
MC
651
Middleton & Co
Massachusetts
$2.41M +$2.03M +92,520 +719%
FAB
652
First American Bank
Illinois
$2.4M +$2.31M +105,396 New
JCP
653
Jabre Capital Partners
Switzerland
$2.4M +$2.3M +105,000 New
PWAP
654
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.39M +$2.29M +104,538 New
CF
655
CNA Financial
Illinois
$2.39M – – –
SBIA
656
Sheaff Brock Investment Advisors
Indiana
$2.38M +$119K +5,409 +5%
DRS
657
Deane Retirement Strategies
Louisiana
$2.38M -$99.2K -4,524 -4%
HA
658
Halsey Associates
Connecticut
$2.38M -$32.9K -1,500 -1%
OWIM
659
Old West Investment Management
California
$2.38M +$1.3M +59,214 +132%
WTC
660
WhitTier Trust Company
Nevada
$2.38M -$564K -25,710 -20%
CHC
661
City Holding Co
West Virginia
$2.37M +$147K +6,723 +7%
GL
662
Globe Life
Texas
$2.37M +$2.28M +103,800 New
FMC
663
First Merchants Corp
Indiana
$2.33M +$102K +4,644 +5%
GA
664
GFS Advisors
Texas
$2.32M +$197K +9,000 +10%
FAM
665
Fred Alger Management
New York
$2.32M +$103K +4,686 +5%
ECM
666
Everence Capital Management
Indiana
$2.3M – – –
ACS
667
Archford Capital Strategies
Illinois
$2.3M -$74.7K -3,408 -3%
SWM
668
SVA Wealth Management
Wisconsin
$2.29M +$533K +24,300 +32%
CRB
669
Chad R. Baker
$2.26M – – –
FBNAT
670
FirstMerit Bank N.A. Trustee
Ohio
$2.26M +$10.5K +477 +0.5%
PL
671
Perpetual Ltd
Australia
$2.26M -$566K -25,800 -21%
FMW
672
Farr Miller & Washington
District of Columbia
$2.25M -$2.74M -125,139 -56%
BIC
673
Bridges Investment Counsel
Nebraska
$2.22M -$252K -11,493 -11%
ETM
674
Euclidean Technologies Management
Washington
$2.21M – – –
SCM
675
Shelton Capital Management
Colorado
$2.21M +$72.4K +3,300 +4%
25 26
27
28 29

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.