Walmart Inc
WMT
1,470 hedge funds and large institutions have $84.3B invested in Walmart Inc in 2014 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 492 increasing their positions, 599 reducing their positions, and 57 closing their positions.
211% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 57
54% more funds holding in top 10
Funds holding in top 10: 63 → 97 (+34)
13% more call options, than puts
Call options by funds: $1.41B | Put options by funds: $1.25B
12% more capital invested
Capital invested by funds: $75.2B → $84.3B (+$9.06B)
8% more funds holding
Funds holding: 1,365 → 1,470 (+105)
0.28% less ownership
Funds ownership: 91.78% → 91.5% (-0.28%)
18% less repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 599
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$559M |
| 2 |
State Street
Boston,
Massachusetts
|
+$319M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$225M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$191M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$617M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$608M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$486M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$287M |
| 5 |
Citigroup
New York
|
-$222M |
WMT Hedge Fund Activity: Q4 2014 in Review
1,470 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2014, worth a combined $84.3B — up 12% from $75.2B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new WMT positions and 57 closed out — a net gain of 120 holders — while 492 added to existing stakes and 599 trimmed.
The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $559M. The largest seller was Bank of America, cutting an estimated $617M.
- 1,470 institutional investors held Walmart Inc (WMT) as of Q4 2014, up from 1,365 in Q3 2014.
- Funds reported $84.3B of Walmart Inc stock for Q4 2014, up 12% quarter-over-quarter.
- 177 funds opened new Walmart Inc positions in Q4 2014 and 57 closed out, a net change of +120 holders.
- The largest Walmart Inc buyer in Q4 2014 was Waddell & Reed Financial, an estimated $559M added.
- The largest Walmart Inc seller in Q4 2014 was Bank of America, an estimated $617M sold.
Based on aggregated 13F filings for Q4 2014.