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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
RMCM
876
Reynders McVeigh Capital Management
Massachusetts
$1.04M -$210K -9,150 -16%
CWM
877
Concert Wealth Management
California
$1.03M +$133K +5,808 +14%
FNBTCON
878
First National Bank & Trust Co of Newtown
Pennsylvania
$1.02M -$52.2K -2,277 -5%
P
879
Pitcairn
Pennsylvania
$1.02M -$1.61M -70,200 -60%
BFC
880
Blue Fin Capital
Rhode Island
$1.02M +$97.7K +4,260 +10%
ATC
881
Argent Trust Co
Tennessee
$1.02M -$26.4K -1,149 -2%
KIA
882
KCM Investment Advisors
California
$1.02M +$50.2K +2,190 +5%
OIA
883
Optimum Investment Advisors
Illinois
$1.01M +$1.08M +46,911 New
PSI
884
Pinnacle Summer Investments
Virginia
$1.01M +$748K +32,589 +226%
GGI
885
Godsey & Gibb Inc
Virginia
$1M
W
886
Wealthfront
California
$995K +$609K +26,559 +136%
SNBOSCI
887
Security National Bank of Sioux City Iowa
Iowa
$989K -$12K -525 -1%
BS
888
Bessemer Securities
New York
$987K -$862K -37,593 -45%
TBNY
889
Trustco Bank (New York)
New York
$985K -$3.44K -150 -0.3%
BSWMG
890
Barrington Strategic Wealth Management Group
Illinois
$977K -$22K -960 -2%
RHJA
891
Rice Hall James & Associates
California
$973K
BTNA
892
Bremer Trust National Association
Minnesota
$965K -$21.5K -936 -2%
ST
893
Somerset Trust
Pennsylvania
$964K +$188K +8,184 +22%
EHWM
894
Eads & Heald Wealth Management
Georgia
$963K -$501K -21,837 -33%
YIA
895
YHB Investment Advisors
Connecticut
$950K -$419K -18,255 -29%
FMBTD
896
First Midwest Bank Trust Division
Illinois
$949K -$658K -28,662 -40%
IPC
897
Independent Portfolio Consultants
Florida
$947K -$177K -7,710 -15%
FM
898
Forward Management
California
$945K -$2.34K -102 -0.2%
GLA
899
Great Lakes Advisors
Illinois
$943K -$688K -29,994 -41%
LC
900
Lincoln Capital
Nebraska
$942K -$9.64K -420 -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.