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Walmart Inc

1,530 hedge funds and large institutions have $64.5B invested in Walmart Inc in 2016 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 606 increasing their positions, 594 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,4951,530 (+35)

4% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $1.36B

2% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 594

0.32% less ownership

Funds ownership: 87.96%87.64% (-0.32%)

3% less capital invested

Capital invested by funds: $66.7B → $64.5B (-$2.22B)

1% less funds holding in top 10

Funds holding in top 10: 8281 (-1)

Holders
1,530
Holders Change
+35
Holders Change %
+2.34%
% of All Funds
40.82%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
2.16%
New
106
Increased
606
Reduced
594
Closed
56
Calls
$1.42B
Puts
$1.36B
Net Calls
+$54.2M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
126
Aviva
United Kingdom
$70.4M -$4.07M -167,715 -5%
National Pension Service
127
National Pension Service
South Korea
$69.6M +$5.62M +231,822 +9%
SCM
128
Shapiro Capital Management
Georgia
$69.3M -$1.49M -61,299 -2%
GIA
129
Gateway Investment Advisers
Ohio
$67.5M -$25.4M -1,047,816 -27%
PIA
130
Piedmont Investment Advisors
North Carolina
$66.4M -$1.9M -78,339 -3%
Bessemer Group
131
Bessemer Group
New Jersey
$65.5M -$5.35M -220,587 -7%
ACI
132
AMP Capital Investors
Australia
$65.5M +$5.06M +208,437 +8%
NIPH
133
NN Investment Partners Holdings
Netherlands
$65.2M +$2.09M +86,166 +3%
TIM
134
Thornburg Investment Management
New Mexico
$64.9M -$355K -14,637 -0.5%
SH
135
Svenska Handelsbanken
Sweden
$64.9M
RCG
136
Ruane, Cunniff & Goldfarb
New York
$64.6M -$56.1M -2,310,876 -46%
SRIM
137
Saratoga Research & Investment Management
California
$64.6M +$805K +33,168 +1%
RRAM
138
River Road Asset Management
Kentucky
$64.5M +$919K +37,893 +1%
BCM
139
Becker Capital Management
Oregon
$64.4M +$674K +27,795 +1%
ProShare Advisors
140
ProShare Advisors
Maryland
$64.4M +$3.05M +125,517 +5%
VRS
141
Virginia Retirement Systems
Virginia
$63.3M +$18.7M +769,800 +41%
Citadel Advisors
142
Citadel Advisors
Florida
$61.3M +$52.8M +2,174,454 +578%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$60.9M +$6.05M +249,312 +11%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$59.6M +$5.68M +234,132 +10%
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$59.5M +$2.31M +95,067 +4%
SWITC
146
Stewart West Indies Trading Company
Colorado
$59M
IP
147
Interval Partners
New York
$57.8M +$58.3M +2,402,676 New
GT
148
Glenmede Trust
Pennsylvania
$57.6M -$2.48M -102,201 -4%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$57.3M -$15M -620,178 -21%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$56.6M -$811K -33,444 -1%

WMT Hedge Fund Activity: Q3 2016 in Review

1,530 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2016, worth a combined $64.5B — down 3.3% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WMT positions and 56 closed out — a net gain of 50 holders — while 606 added to existing stakes and 594 trimmed.

The largest buyer was American Century Companies, adding an estimated $264M. The largest seller was Berkshire Hathaway, cutting an estimated $1.98B.

  • 1,530 institutional investors held Walmart Inc (WMT) as of Q3 2016, up from 1,495 in Q2 2016.
  • Funds reported $64.5B of Walmart Inc stock for Q3 2016, down 3.3% quarter-over-quarter.
  • 106 funds opened new Walmart Inc positions in Q3 2016 and 56 closed out, a net change of +50 holders.
  • The largest Walmart Inc buyer in Q3 2016 was American Century Companies, an estimated $264M added.
  • The largest Walmart Inc seller in Q3 2016 was Berkshire Hathaway, an estimated $1.98B sold.

Based on aggregated 13F filings for Q3 2016.