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Walmart Inc
WMT

1,530 hedge funds and large institutions have $64.5B invested in Walmart Inc in 2016 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 606 increasing their positions, 594 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,495 → 1,530 (+35)

4% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $1.36B

2% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 594

0.32% less ownership

Funds ownership: 87.96% → 87.64% (-0.32%)

3% less capital invested

Capital invested by funds: $66.7B → $64.5B (-$2.22B)

1% less funds holding in top 10

Funds holding in top 10: 82 → 81 (-1)

Holders
1,530
Holders Change
+35
Holders Change %
+2.34%
% of All Funds
40.82%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
2.16%
New
106
Increased
606
Reduced
594
Closed
56
Calls
$1.42B
Puts
$1.36B
Net Calls
+$54.2M
Net Calls Change
+$129M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$264M
2
TCIM
TIAA CREF Investment Management
New York
+$261M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$239M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
5
Two Sigma Investments
Two Sigma Investments
New York
+$169M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.98B
2
Dodge & Cox
Dodge & Cox
California
-$388M
3
Deutsche Bank
Deutsche Bank
Germany
-$250M
4
Morgan Stanley
Morgan Stanley
New York
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
726
Rockefeller Financial Services
New York
$2.17M -$12.4K -510 -0.6%
WJA
727
Williams Jones & Associates
New York
$2.17M -$437K -18,000 -17%
CCA
728
Catalyst Capital Advisors
New York
$2.16M +$2.18M +90,000 New
CIC
729
Chilton Investment Company
Connecticut
$2.15M -$118K -4,860 -5%
IWMPD
730
Integrated Wealth Management (Palm Desert)
California
$2.15M +$7.64K +315 +0.4%
LNWWM
731
Laird Norton Wetherby Wealth Management
California
$2.14M +$42.8K +1,764 +2%
JFL
732
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.13M +$2.15M +88,515 New
WSCM
733
Wellington Shields Capital Management
New York
$2.12M -$178K -7,350 -8%
IC
734
Investment Counsel
Michigan
$2.12M -$180K -7,419 -8%
SAM
735
Symphony Asset Management
California
$2.12M +$2.13M +87,990 New
AAM
736
Azzad Asset Management
Virginia
$2.1M +$89.3K +3,681 +4%
HCM
737
Horrell Capital Management
Arkansas
$2.1M +$9.32K +384 +0.4%
HWP
738
Hefty Wealth Partners
Indiana
$2.1M +$1.23M +50,871 +139%
BCFS
739
Butensky & Cohen Financial Security
Florida
$2.1M +$2.55K +105 +0.1%
AP
740
AHL Partners
United Kingdom
$2.09M +$641K +26,409 +44%
B
741
BancorpSouth
Mississippi
$2.09M +$61K +2,514 +3%
LA
742
LVW Advisors
New York
$2.08M +$57.5K +2,370 +3%
EWM
743
Evercore Wealth Management
New York
$2.08M +$93.7K +3,864 +5%
FMT
744
First Mercantile Trust
Tennessee
$2.08M -$910K -37,515 -30%
SFA
745
Stewardship Financial Advisors
Georgia
$2.07M -$437 -18 -0%
FAM
746
Fred Alger Management
New York
$2.06M +$60.3K +2,484 +3%
PCP
747
Proficio Capital Partners
Massachusetts
$2.06M +$6.91K +285 +0.3%
CG
748
Caprock Group
Idaho
$2.03M +$243K +10,035 +13%
SPC
749
Sigma Planning Corp
Michigan
$2.03M +$142K +5,850 +7%
CCA
750
Checchi Capital Advisers
California
$2.03M +$268K +11,067 +15%
28 29
30
31 32

WMT Hedge Fund Activity: Q3 2016 in Review

1,530 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2016, worth a combined $64.5B — down 3.3% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WMT positions and 56 closed out — a net gain of 50 holders — while 606 added to existing stakes and 594 trimmed.

The largest buyer was American Century Companies, adding an estimated $264M. The largest seller was Berkshire Hathaway, cutting an estimated $1.98B.

  • 1,530 institutional investors held Walmart Inc (WMT) as of Q3 2016, up from 1,495 in Q2 2016.
  • Funds reported $64.5B of Walmart Inc stock for Q3 2016, down 3.3% quarter-over-quarter.
  • 106 funds opened new Walmart Inc positions in Q3 2016 and 56 closed out, a net change of +50 holders.
  • The largest Walmart Inc buyer in Q3 2016 was American Century Companies, an estimated $264M added.
  • The largest Walmart Inc seller in Q3 2016 was Berkshire Hathaway, an estimated $1.98B sold.

Based on aggregated 13F filings for Q3 2016.