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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
NFG
751
Next Financial Group
Texas
$1.67M +$69.1K +3,012 +4%
SCP
752
Scoria Capital Partners
Connecticut
$1.67M +$1.77M +77,100 New
PWW
753
Pettyjohn Wood & White
Virginia
$1.66M +$68.8K +3,000 +4%
BO
754
Bank OZK
Arkansas
$1.66M -$28.2K -1,230 -2%
PAMG
755
Patton Albertson Miller Group
Tennessee
$1.65M -$1.75M -76,257 -50%
SCM
756
Shelton Capital Management
Colorado
$1.65M +$287K +12,516 +20%
SCM
757
Stevens Capital Management
Pennsylvania
$1.63M +$569K +24,786 +49%
RC
758
RBF Capital
California
$1.62M
SIG
759
Schooner Investment Group
Pennsylvania
$1.61M -$895K -39,000 -34%
ISL
760
Ingalls & Snyder LLC
New York
$1.6M -$20.8K -906 -1%
NRS
761
Neville Rodie & Shaw
New York
$1.6M
GA
762
Geneva Advisors
Illinois
$1.6M +$262K +11,427 +18%
BWAM
763
Boyd Watterson Asset Management
Ohio
$1.59M
RAM
764
Redmond Asset Management
Virginia
$1.59M +$338K +14,721 +25%
PHIMC
765
Private Harbour Investment Management & Counsel
Ohio
$1.59M +$35.4K +1,545 +2%
CIA
766
Choate Investment Advisors
Massachusetts
$1.58M -$289K -12,618 -15%
CAN
767
Cetera Advisor Networks
California
$1.58M +$152K +6,615 +10%
MIC
768
Meridian Investment Counsel
California
$1.58M -$48.2K -2,100 -3%
SSB
769
Sandy Spring Bank
Maryland
$1.57M +$4.13K +180 +0.2%
FA
770
FDx Advisors
Illinois
$1.57M -$477K -20,775 -22%
FMT
771
First Mercantile Trust
Tennessee
$1.55M -$966K -42,090 -37%
I2I
772
Insight 2811 Inc
Illinois
$1.55M +$296K +12,900 +22%
CA
773
Cetera Advisors
Colorado
$1.54M -$58K -2,526 -3%
SWM
774
Stockman Wealth Management
Montana
$1.53M +$113K +4,938 +7%
FBT
775
First Bankers Trust
Kentucky
$1.53M +$11.2K +489 +0.7%

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.