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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
FCFC
851
First Commonwealth Financial Corp
Pennsylvania
$1.12M +$68.3K +2,976 +6%
SC
852
SouthState Corp
Florida
$1.12M -$39K -1,698 -3%
RWA
853
River Wealth Advisors
Pennsylvania
$1.11M -$535K -23,337 -31%
Eagle Capital Management (New York)
854
Eagle Capital Management (New York)
New York
$1.1M -$3.07M -133,773 -72%
CSUI
855
Cincinnati Specialty Underwriters Insurance
Ohio
$1.1M
SAS
856
Spectrum Advisory Services
Georgia
$1.1M -$34.4K -1,500 -3%
LWM
857
LBA Wealth Management
Florida
$1.1M -$482 -21 -0%
SAM
858
Silvercrest Asset Management
New York
$1.1M -$332K -14,490 -22%
ACI
859
Advance Capital I
Michigan
$1.1M +$613K +26,700 +111%
SAM
860
Sequent Asset Management
Texas
$1.09M -$6.88K -300 -0.6%
BFG
861
Beacon Financial Group
Texas
$1.09M +$129K +5,613 +12%
NPC
862
National Planning Corporation
California
$1.09M -$91.5K -3,990 -7%
DBIA
863
Dumont & Blake Investment Advisors
New Jersey
$1.08M -$10.7K -465 -0.9%
WC
864
Whitney & Co
New York
$1.08M -$6.88K -300 -0.6%
MIHAS
865
Maj Invest Holding A/S
Denmark
$1.08M +$96.4K +4,200 +9%
CCG
866
Cypress Capital Group
Florida
$1.07M
PAI
867
Pittenger & Anderson Inc
Nebraska
$1.06M +$10.3K +450 +0.9%
CTA
868
Colonial Trust Advisors
South Carolina
$1.06M -$3.44K -150 -0.3%
PRC
869
Platte River Capital
Colorado
$1.05M -$51.6K -2,250 -4%
LPC
870
Loeb Partners Corp
New York
$1.05M -$261K -11,370 -19%
RFA
871
Reilly Financial Advisors
California
$1.05M +$135K +5,895 +14%
CHAM
872
Clear Harbor Asset Management
Connecticut
$1.05M +$1.12M +48,609 New
WSTAM
873
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M -$125K -5,436 -10%
BB
874
Busey Bank
Illinois
$1.04M -$25.3K -1,101 -2%
PH
875
Pinnacle Holdings
Oklahoma
$1.04M -$51K -2,223 -4%

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.