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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
LAIC
776
Lederer & Associates Investment Counsel
California
$1.53M +$84K +3,660 +5%
ICAS
777
Investors Capital Advisory Services
Massachusetts
$1.52M +$260K +11,325 +19%
KJHP
778
K.J. Harrison & Partners
Ontario, Canada
$1.51M +$1.02M +44,400 +173%
GJIC
779
Gamble Jones Investment Counsel
California
$1.51M -$96.4K -4,200 -6%
CONA
780
Capital One National Association
New York
$1.5M -$49.3K -2,148 -3%
WSCM
781
Wellington Shields Capital Management
New York
$1.49M -$903K -39,363 -36%
FTIOP
782
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.48M -$1.04M -45,456 -40%
GS
783
GAM Systematic
United Kingdom
$1.48M -$3.31M -144,489 -68%
Simplex Trading
784
Simplex Trading
Illinois
$1.48M -$4.05M -176,430 -72%
DIA
785
Denver Investment Advisors
Colorado
$1.46M +$3.17K +138 +0.2%
CC
786
Cipher Capital
New York
$1.46M -$6.63M -288,852 -81%
AIA
787
AIMZ Investment Advisors
California
$1.43M +$15.6K +681 +1%
BEAM
788
Baker Ellis Asset Management
Washington
$1.4M +$164K +7,149 +12%
CIA
789
Capital Investment Advisors
Georgia
$1.39M +$92.2K +4,020 +7%
CC
790
Cognios Capital
Kansas
$1.39M +$416K +18,123 +39%
BHBT
791
Burke & Herbert Bank & Trust
Virginia
$1.38M
QT
792
Quantbot Technologies
New York
$1.38M +$1.31M +57,039 +810%
WSFS
793
Wilmington Savings Fund Society
Delaware
$1.37M -$134K -5,832 -8%
Kayne Anderson Rudnick Investment Management
794
Kayne Anderson Rudnick Investment Management
California
$1.37M -$166K -7,215 -10%
MFS
795
MSI Financial Services
Massachusetts
$1.37M +$65.5K +2,853 +5%
NIC
796
Northwest Investment Counselors
Oregon
$1.37M +$57.2K +2,493 +4%
Jane Street
797
Jane Street
New York
$1.36M -$7.08M -308,403 -83%
BAM
798
Bruderman Asset Management
New York
$1.35M -$242K -10,536 -14%
ACS
799
Archford Capital Strategies
Illinois
$1.34M +$84.7K +3,690 +6%
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$1.34M +$17.6K +768 +1%

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.