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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
EPFB
126
Employees Provident Fund Board
Malaysia
$69.2M +$7.84M +341,745 +12%
JHIU
127
Janus Henderson Investors US
Colorado
$68.4M -$25.6M -1,117,554 -26%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$67.9M +$10.7M +466,440 +17%
CA
129
Commerzbank Aktiengesellschaft
Germany
$67.1M -$4.31M -187,881 -6%
PI
130
Putnam Investments
Massachusetts
$67M +$23.1M +1,004,958 +48%
AAM
131
Aberdeen Asset Management
United Kingdom
$65M -$3.08M -134,208 -4%
CM
132
CS McKee
Pennsylvania
$64.7M -$3.76M -163,950 -5%
TGCM
133
Tukman Grossman Capital Management
California
$63.7M -$6.94M -302,400 -9%
TBC
134
Tweedy, Browne Co
Connecticut
$63.1M -$124K -5,400 -0.2%
O
135
OppenheimerFunds
New York
$61.8M +$4.81M +209,595 +8%
WA
136
Wasatch Advisors
Utah
$61.8M -$9.9M -431,496 -13%
MIP
137
Mondrian Investment Partners
United Kingdom
$60.5M +$5.62M +244,959 +10%
DRZID
138
DePrince Race & Zollo Inc (DRZ)
Florida
$59.5M -$3.39M -147,630 -5%
NIMC
139
NWQ Investment Management Company
California
$59.1M -$46.7K -2,037 -0.1%
Aviva
140
Aviva
United Kingdom
$58.9M -$4.91M -213,840 -7%
SG Americas Securities
141
SG Americas Securities
New York
$58.5M +$69.2M +3,016,287 +47%
ACI
142
AMP Capital Investors
Australia
$57.7M +$7.05M +307,188 +13%
BCM
143
Becker Capital Management
Oregon
$57.2M +$20.7M +903,360 +52%
IGIM
144
I.G. Investment Management
Manitoba, Canada
$56.6M -$68.3M -2,976,624 -53%
EHC
145
Everett Harris & Co
California
$56.3M -$19.3M -840,840 -24%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$56M -$1.08M -47,031 -2%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$55.7M -$1.85M -80,700 -3%
Stifel Financial
148
Stifel Financial
Missouri
$55.1M -$334K -14,553 -0.6%
HCM
149
Highbridge Capital Management
New York
$54.7M -$11.8M -516,393 -17%
AG
150
Aperio Group
California
$54.3M +$3.57M +155,646 +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.