Walmart Inc
WMT
1,484 hedge funds and large institutions have $81.1B invested in Walmart Inc in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 564 increasing their positions, 617 reducing their positions, and 62 closing their positions.
53% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 62
44% more call options, than puts
Call options by funds: $1.29B | Put options by funds: $894M
1% more funds holding
Funds holding: 1,469 → 1,484 (+15)
0.29% more ownership
Funds ownership: 91.5% → 91.79% (+0.29%)
4% less capital invested
Capital invested by funds: $84.3B → $81.1B (-$3.24B)
9% less repeat investments, than reductions
Existing positions increased: 564 | Existing positions reduced: 617
11% less funds holding in top 10
Funds holding in top 10: 97 → 86 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$507M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$473M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$302M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$301M |
| 5 |
Citigroup
New York
|
+$276M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$461M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$387M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$354M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$324M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$299M |
WMT Hedge Fund Activity: Q1 2015 in Review
1,484 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2015, worth a combined $81.1B — down 3.8% from $84.3B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new WMT positions and 62 closed out — a net gain of 33 holders — while 564 added to existing stakes and 617 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $507M. The largest seller was State Street, cutting an estimated $461M.
- 1,484 institutional investors held Walmart Inc (WMT) as of Q1 2015, up from 1,469 in Q4 2014.
- Funds reported $81.1B of Walmart Inc stock for Q1 2015, down 3.8% quarter-over-quarter.
- 95 funds opened new Walmart Inc positions in Q1 2015 and 62 closed out, a net change of +33 holders.
- The largest Walmart Inc buyer in Q1 2015 was Fidelity Investments, an estimated $507M added.
- The largest Walmart Inc seller in Q1 2015 was State Street, an estimated $461M sold.
Based on aggregated 13F filings for Q1 2015.