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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
SWM
1501
Segment Wealth Management
Texas
-$248K -10,524 Closed
AWA
1502
AmeriServ Wealth Advisors
Pennsylvania
-$243K -10,290 Closed
TWM
1503
Torch Wealth Management
Ohio
-$238K -10,050 Closed
SAMC
1504
Spectrum Asset Management (California)
California
-$230K -9,744 Closed
SGA
1505
Strategic Global Advisors
California
-$230K -9,720 Closed
WIC
1506
Wilkins Investment Counsel
Massachusetts
-$227K -9,585 Closed
NEPPG
1507
New England Professional Planning Group
Rhode Island
-$223K -9,462 Closed
CT
1508
Coastline Trust
Rhode Island
-$223K -9,420 Closed
MFW
1509
Meristem Family Wealth
Minnesota
-$222K -9,378 Closed
PWAP
1510
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$220K -9,294 Closed
CAM
1511
Congress Asset Management
Massachusetts
-$217K -9,192 Closed
NFGCM
1512
Norman Fields Gottscho Capital Management
New York
-$213K -9,000 Closed
NL
1513
NWAM LLC
Washington
-$218K -9,000 Closed
PC
1514
Pecaut & Co
Iowa
-$213K -9,000 Closed
PP
1515
Pegasus Partners
Wisconsin
-$213K -9,000 Closed
ZCA
1516
Zeke Capital Advisors
Pennsylvania
-$213K -8,994 Closed
BSB
1517
Bangor Savings Bank
Maine
-$213K -8,985 Closed
WFMPM
1518
Woodley Farra Manion Portfolio Management
Indiana
-$211K -8,928 Closed
BRWM
1519
B. Riley Wealth Management
Tennessee
-$210K -8,922 Closed
MRCM
1520
M&R Capital Management
New Jersey
-$210K -8,862 Closed
OA
1521
Oxbow Advisors
Texas
-$207K -8,745 Closed
DW
1522
Domani Wealth
Pennsylvania
-$205K -8,655 Closed
DCLA
1523
Douglas C. Lane & Associates
New York
-$201K -8,508 Closed
FSA
1524
Franklin Street Advisors
North Carolina
-$201K -8,493 Closed
FANJ
1525
Financial Architects (New Jersey)
New Jersey
-$179K -7,587 Closed

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.