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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
ECM
701
Everence Capital Management
Indiana
$1.98M
FPFS
702
First Personal Financial Services
North Carolina
$1.97M +$256K +11,157 +14%
ICOM
703
Investment Counselors of Maryland
Maryland
$1.97M
CIP
704
Convergence Investment Partners
Florida
$1.96M +$56.6K +2,469 +3%
ETM
705
Euclidean Technologies Management
Washington
$1.95M +$75.7K +3,300 +4%
CA
706
Callahan Advisors
Texas
$1.95M -$1.97M -85,932 -49%
IWMPD
707
Integrated Wealth Management (Palm Desert)
California
$1.94M -$67.3K -2,934 -3%
BCM
708
BTC Capital Management
Iowa
$1.94M +$232K +10,116 +13%
AIP
709
Ameritas Investment Partners
Nebraska
$1.93M
OC
710
Oarsman Capital
Wisconsin
$1.93M +$1.34M +58,605 +191%
EWM
711
Evercore Wealth Management
New York
$1.91M +$23.9K +1,041 +1%
HCM
712
Horrell Capital Management
Arkansas
$1.9M -$3.51K -153 -0.2%
HTC
713
Haverford Trust Company
Pennsylvania
$1.9M +$383K +16,674 +23%
LCM
714
LVM Capital Management
Michigan
$1.89M -$77.4K -3,375 -4%
BOTW
715
Bank of the West
California
$1.89M -$415K -18,069 -17%
FWM
716
Frontier Wealth Management
Missouri
$1.89M +$69.2K +3,015 +4%
HI
717
Hendershot Investments
Virginia
$1.89M +$282K +12,285 +16%
1SB
718
1ST Source Bank
Indiana
$1.89M -$640K -27,876 -24%
SHA
719
Smith Hayes Advisers
Nebraska
$1.87M +$425K +18,513 +27%
SFWA
720
Summit Financial Wealth Advisors
Louisiana
$1.86M +$113K +4,920 +6%
ECM
721
Exchange Capital Management
Michigan
$1.86M +$27.3K +1,191 +1%
PAM
722
PartnerRe Asset Management
Connecticut
$1.85M +$3.79K +165 +0.2%
PTB
723
Pioneer Trust Bank
Oregon
$1.84M +$61.3K +2,670 +3%
BCFS
724
Butensky & Cohen Financial Security
Florida
$1.84M +$170K +7,395 +10%
RA
725
Rational Advisors
New York
$1.84M

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.