We are live on ! Find out more
WMT icon

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
PFBT
726
Parkside Financial Bank & Trust
Missouri
$1.83M -$543K -23,649 -22%
BCM
727
Brookstone Capital Management
Illinois
$1.82M -$302K -13,146 -13%
ACM
728
Argentus Capital Management
Texas
$1.82M +$136K +5,922 +8%
NG
729
Northstar Group
New York
$1.82M +$32.2K +1,404 +2%
SFA
730
Sequoia Financial Advisors
Ohio
$1.81M +$14.9K +651 +0.8%
OCM
731
One Capital Management
California
$1.81M +$213K +9,276 +12%
PL
732
Perpetual Ltd
Australia
$1.81M +$48.2K +2,100 +3%
BFEC
733
Benjamin F. Edwards & Company
Missouri
$1.81M +$148K +6,441 +8%
LSCM
734
LaSalle Street Capital Management
Illinois
$1.8M +$534K +23,283 +39%
OMCS
735
Old Mutual Customised Solutions
South Africa
$1.79M -$179K -7,800 -9%
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$1.79M -$74.1K -3,231 -4%
PGFC
737
Peapack-Gladstone Financial Corp
New Jersey
$1.79M -$9.84K -429 -0.5%
DPIM
738
Duff & Phelps Investment Management
Illinois
$1.77M -$81.2K -3,540 -4%
GHA
739
Garcia Hamilton & Associates
Texas
$1.77M +$26.3K +1,146 +1%
CCA
740
Checchi Capital Advisers
California
$1.76M +$23K +1,002 +1%
MCM
741
McMillion Capital Management
North Carolina
$1.75M -$150K -6,540 -7%
FTC
742
Farmers Trust Company
Ohio
$1.74M +$155K +6,750 +9%
AAM
743
AR Asset Management
California
$1.74M
MM
744
Midas Management
New York
$1.72M
LJAC
745
L.J. Altfest & Co
New York
$1.7M +$3.99K +174 +0.2%
WA
746
WFG Advisors
Texas
$1.69M +$493K +21,501 +38%
DIS
747
Diversified Investment Strategies
Louisiana
$1.69M +$623K +27,150 +53%
SCM
748
Sterling Capital Management
North Carolina
$1.69M +$11.9K +519 +0.7%
LM
749
Lincluden Management
Ontario, Canada
$1.68M -$5.85K -255 -0.3%
MIM
750
Miller Investment Management
Pennsylvania
$1.68M +$310K +13,500 +21%

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.