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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
SNT
1151
Security National Trust
West Virginia
$346K -$4.06K -177 -1%
NYLIM
1152
New York Life Investment Management
New York
$337K
BJL
1153
Brighton Jones LLC
Washington
$336K +$33.7K +1,470 +10%
JIC
1154
Joel Isaacson & Co
New York
$335K
CL
1155
Choreo LLC
Illinois
$333K -$15.8K -690 -4%
JWA
1156
JFS Wealth Advisors
Pennsylvania
$333K +$354K +15,417 New
SOAMC
1157
Spirit of America Management Corp
New York
$332K
NPF
1158
Norris Perne & French
Michigan
$332K +$353K +15,381 New
BFA
1159
Beaumont Financial Advisors
Massachusetts
$331K
TWA
1160
TCI Wealth Advisors
Arizona
$330K +$31K +1,350 +10%
FMLI
1161
Fukoku Mutual Life Insurance
Japan
$328K +$61.9K +2,700 +22%
KF
1162
Krilogy Financial
Missouri
$328K +$348K +15,156 New
CAM
1163
Columbia Asset Management
Michigan
$327K -$449K -19,578 -56%
GWCM
1164
Godshalk Welsh Capital Management
Pennsylvania
$327K -$6.88K -300 -2%
YP
1165
Yellowstone Partners
Idaho
$326K +$346K +15,084 New
UMA
1166
USA Mutuals Advisors
Texas
$324K
CL
1167
CPWM LLC
Washington
$324K +$826 +36 +0.2%
PAS
1168
Partnervest Advisory Services
California
$324K +$344K +15,003 New
MMG
1169
Monetary Management Group
Missouri
$323K +$103K +4,500 +43%
WJA
1170
Williams Jones & Associates
New York
$322K
RIM
1171
Regent Investment Management
Kentucky
$322K +$342K +14,889 New
MTIM
1172
Marathon Trading Investment Management
Pennsylvania
$318K -$440K -19,200 -57%
EVM
1173
Evelyn V. Moreno
$318K -$1.38K -60 -0.4%
CPO
1174
Cerity Partners OCIO
New York
$317K +$44.2K +1,926 +15%
CC
1175
Courier Capital
New York
$315K -$2.41K -105 -0.7%

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.