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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
UFG
1276
United Fire Group
Iowa
$227K
SIAM
1277
Sterling Investment Advisors (Missouri)
Missouri
$227K +$1.79K +78 +0.7%
LIA
1278
LBMC Investment Advisors
Tennessee
$226K +$5.78K +252 +2%
CIC
1279
Carnegie Investment Counsel
Ohio
$225K -$33K -1,440 -11%
B
1280
Bailard
California
$225K -$2.06K -90 -0.9%
AW
1281
Alpha Windward
Massachusetts
$224K +$3.85K +168 +2%
WPW
1282
Waldron Private Wealth
Pennsylvania
$224K +$238K +10,371 New
AL
1283
Aspiriant LLC
California
$221K +$1.72K +75 +0.8%
CCMG
1284
Clark Capital Management Group
Pennsylvania
$219K +$233K +10,155 New
ZIC
1285
ZWJ Investment Counsel
Georgia
$216K -$10.3K -450 -4%
GWM
1286
Gupta Wealth Management
California
$216K +$76K +3,312 +50%
PFS
1287
Prospera Financial Services
Texas
$215K -$27.7K -1,206 -10%
IWA
1288
Inspirion Wealth Advisors
Illinois
$213K
ACM
1289
Alpha Capital Management
Texas
$211K
CWP
1290
Capital Wealth Planning
Florida
$211K
LSA
1291
L & S Advisors
California
$211K
SFSIG
1292
San Francisco Sentry Investment Group
California
$211K +$224K +9,780 New
STMM
1293
South Texas Money Management
Texas
$210K -$21.5K -936 -9%
PWMAG
1294
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$13.8K +600 +7%
HCM
1295
Hall Capital Management
Rhode Island
$207K -$3.44K -150 -2%
EDRS
1296
Edmond de Rothschild (Suisse)
Switzerland
$204K +$89.5K +3,900 +71%
SGK
1297
Steigerwald Gordon & Koch
Virginia
$204K +$217K +9,450 New
NYLT
1298
New York Life Trust
New York
$203K -$20.6K -897 -9%
IAMOG
1299
Investors Asset Management of Georgia
Georgia
$202K
USGIU
1300
U.S. Global Investors (USGI)
Texas
$188K

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.