Walmart Inc
WMT
1,513 hedge funds and large institutions have $65.1B invested in Walmart Inc in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 574 increasing their positions, 665 reducing their positions, and 96 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 64 → 70 (+6)
5% more capital invested
Capital invested by funds: $62B → $65.1B (+$3.09B)
3% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 96
0.6% more ownership
Funds ownership: 87.5% → 88.11% (+0.6%)
1% less funds holding
Funds holding: 1,524 → 1,513 (-11)
14% less repeat investments, than reductions
Existing positions increased: 574 | Existing positions reduced: 665
38% less call options, than puts
Call options by funds: $832M | Put options by funds: $1.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.97B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$221M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$179M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$154M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$177M |
| 2 |
Bank of New York Mellon
New York
|
-$116M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$105M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$97.2M |
| 5 |
Morgan Stanley
New York
|
-$97.2M |
WMT Hedge Fund Activity: Q1 2017 in Review
1,513 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2017, worth a combined $65.1B — up 5% from $62B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WMT positions and 96 closed out — a net gain of 3 holders — while 574 added to existing stakes and 665 trimmed.
The largest buyer was BlackRock, adding an estimated $5.97B. The largest seller was JP Morgan Chase, cutting an estimated $177M.
- 1,513 institutional investors held Walmart Inc (WMT) as of Q1 2017, down from 1,524 in Q4 2016.
- Funds reported $65.1B of Walmart Inc stock for Q1 2017, up 5% quarter-over-quarter.
- 99 funds opened new Walmart Inc positions in Q1 2017 and 96 closed out, a net change of +3 holders.
- The largest Walmart Inc buyer in Q1 2017 was BlackRock, an estimated $5.97B added.
- The largest Walmart Inc seller in Q1 2017 was JP Morgan Chase, an estimated $177M sold.
Based on aggregated 13F filings for Q1 2017.