Walmart Inc
WMT
1,470 hedge funds and large institutions have $68.9B invested in Walmart Inc in 2015 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 573 increasing their positions, 600 reducing their positions, and 98 closing their positions.
57% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.27B
0.99% less ownership
Funds ownership: 91.79% → 90.8% (-0.99%)
1% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 98
5% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 600
1% less funds holding
Funds holding: 1,485 → 1,470 (-15)
15% less capital invested
Capital invested by funds: $81.1B → $68.9B (-$12.1B)
20% less funds holding in top 10
Funds holding in top 10: 86 → 69 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$294M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$273M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$155M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$153M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$553M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$516M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$373M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$370M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$292M |
WMT Hedge Fund Activity: Q2 2015 in Review
1,470 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2015, worth a combined $68.9B — down 15% from $81.1B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of WMT and 97 opened new positions — a net loss of 1 holder — while 600 trimmed existing stakes and 573 added.
The largest buyer was Pzena Investment Management, adding an estimated $294M. The largest seller was Waddell & Reed Financial, cutting an estimated $553M.
- 1,470 institutional investors held Walmart Inc (WMT) as of Q2 2015, down from 1,485 in Q1 2015.
- Funds reported $68.9B of Walmart Inc stock for Q2 2015, down 15% quarter-over-quarter.
- 97 funds opened new Walmart Inc positions in Q2 2015 and 98 closed out, a net change of -1 holder.
- The largest Walmart Inc buyer in Q2 2015 was Pzena Investment Management, an estimated $294M added.
- The largest Walmart Inc seller in Q2 2015 was Waddell & Reed Financial, an estimated $553M sold.
Based on aggregated 13F filings for Q2 2015.