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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
SWM
1176
SVA Wealth Management
Wisconsin
$314K -$12.3K -537 -4%
PCM
1177
Perritt Capital Management
Illinois
$314K -$3.44K -150 -1%
CT
1178
Chicago Trust
Illinois
$312K -$101K -4,404 -23%
AB
1179
AT Bancorp
Iowa
$310K -$2.58M -112,407 -89%
NCM
1180
Novare Capital Management
North Carolina
$310K
GI
1181
Glovista Investments
New Jersey
$309K
IAA
1182
Ironsides Asset Advisors
North Carolina
$309K +$328K +14,295 New
FRM
1183
Foundation Resource Management
Arkansas
$307K
FNFDCM
1184
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$307K +$131K +5,700 +67%
WTB
1185
Washington Trust Bank
Washington
$304K
LCM
1186
Logan Capital Management
Pennsylvania
$303K +$1.1K +48 +0.3%
RCM
1187
Rotella Capital Management
Washington
$302K +$108K +4,692 +51%
BBA
1188
BLB&B Advisors
Pennsylvania
$301K +$57.3K +2,499 +22%
GP
1189
Girard Partners
Pennsylvania
$298K +$30.4K +1,326 +11%
Koshinski Asset Management
1190
Koshinski Asset Management
Illinois
$298K +$44.7K +1,950 +18%
S
1191
SignatureFD
Georgia
$297K +$185K +8,046 +141%
CC
1192
Cadinha & Co
Hawaii
$292K -$344K -15,000 -53%
PLFAM
1193
Pineno Levin & Ford Asset Management
Virginia
$292K -$20.6K -900 -6%
EIM
1194
Essex Investment Management
Massachusetts
$292K
WCA
1195
Westover Capital Advisors
Delaware
$291K -$1.38K -60 -0.4%
FFA
1196
First Foundation Advisors
California
$291K +$21.4K +933 +7%
MWM
1197
Mission Wealth Management
California
$289K +$26.2K +1,140 +9%
PL
1198
Parkwood LLC
Ohio
$286K
BHB
1199
Bank Hapoalim BM
Israel
$286K +$304K +13,230 New
CIP
1200
Champlain Investment Partners
Vermont
$285K +$34.4K +1,500 +13%

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.