We are live on ! Find out more
WMT icon

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
IP
1351
Isthmus Partners
Wisconsin
$71K
PFG
1352
Piershale Financial Group
Illinois
$71K +$75.2K +3,276 New
AAM
1353
American Asset Management
Florida
$65K +$68.8K +3,000 New
SCM
1354
Seamans Capital Management
Massachusetts
$61.6K
WOC
1355
West Oak Capital
California
$61.6K
JIR
1356
James Investment Research
Ohio
$61K -$144K -6,285 -69%
AC
1357
Alexandria Capital
Virginia
$61K +$6.95K +303 +12%
TSU
1358
TD Securities (USA)
New York
$58K -$43.9M -1,914,627 -100%
FMP
1359
Financial Management Professionals
Texas
$53K
AIM
1360
Arcadia Investment Management
Michigan
$51K
WCM
1361
Wealthcare Capital Management
Virginia
$47K -$3.72K -162 -7%
LFR
1362
Lehman Financial Resources
Pennsylvania
$47K +$30.6K +1,332 +156%
AWS
1363
Aris Wealth Services
Pennsylvania
$46K -$733K -31,944 -94%
VNA
1364
Valley National Advisers
Pennsylvania
$39K
AIA
1365
Alerus Investment Advisors
Minnesota
$37K
HCM
1366
Highlander Capital Management
New Jersey
$37K
MBT
1367
Monroe Bank & Trust
Michigan
$37K
NCM
1368
Nelson Capital Management
California
$37K
IWC
1369
Integrated Wealth Counsel
California
$34K
CWM
1370
Cranbrook Wealth Management
Michigan
$33K
N
1371
Nuveen
North Carolina
$32.7K -$654K -28,521 -2%
TFO
1372
Tarbox Family Office
California
$32K -$1.51K -66 -4%
AP
1373
Atwood & Palmer
Missouri
$32K
PCC
1374
Park Circle Company
Maryland
$32K +$34.4K +1,500 New
KTC
1375
Kistler-Tiffany Companies
Pennsylvania
$30K

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.