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Walmart Inc
WMT

1,474 hedge funds and large institutions have $63.2B invested in Walmart Inc in 2016 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 577 increasing their positions, 569 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 81

26% more funds holding in top 10

Funds holding in top 10: 61 → 77 (+16)

14% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $988M

3% more funds holding

Funds holding: 1,435 → 1,474 (+39)

1.4% more ownership

Funds ownership: 88.95% → 90.35% (+1.4%)

2% more capital invested

Capital invested by funds: $62B → $63.2B (+$1.2B)

1% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 569

Holders
1,474
Holders Change
+39
Holders Change %
+2.72%
% of All Funds
39.28%
Holding in Top 10
77
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+26.23%
% of All Funds
2.05%
New
130
Increased
577
Reduced
569
Closed
81
Calls
$1.13B
Puts
$988M
Net Calls
+$137M
Net Calls Change
-$178M

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$1.72B
2
JP Morgan Chase
JP Morgan Chase
New York
+$320M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$282M
4
Goldman Sachs
Goldman Sachs
New York
+$202M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$189M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$289M
2
Invesco
Invesco
Georgia
-$288M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$189M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$145M
5
Millennium Management
Millennium Management
New York
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
Twin Tree Management
1501
Twin Tree Management
Texas
– -$3.41M -155,454 Closed
HT
1502
HAP Trading
New York
– -$3.26M -148,656 Closed
SAM
1503
Selway Asset Management
– -$2.68M -131,238 Closed
VST
1504
Van Strum & Towne
California
– -$2.65M -129,465 Closed
Group One Trading
1505
Group One Trading
Illinois
– -$2.75M -125,613 Closed
CC
1506
Curian Capital
Colorado
– -$2.53M -123,897 Closed
MSU
1507
Maple Securities USA
New Jersey
– -$2.46M -120,543 Closed
MSU
1508
Mizuho Securities USA
New York
– -$2.45M -120,000 Closed
CC
1509
Cipher Capital
New York
– -$2.31M -113,091 Closed
HW
1510
Hedeker Wealth
Illinois
– -$2.03M -99,165 Closed
SSG
1511
Summit Securities Group
New York
– -$2M -98,100 Closed
AC
1512
Argentiere Capital
Switzerland
– -$2.13M -97,350 Closed
YMRC
1513
Yorktown Management & Research Company
Virginia
– -$1.99M -97,200 Closed
CIM
1514
Cetera Investment Management
California
– -$1.85M -91,962 Closed
GHA
1515
Garcia Hamilton & Associates
Texas
– -$1.71M -83,493 Closed
GAMA
1516
Graticule Asia Macro Advisors
New York
– -$1.64M -80,112 Closed
Capital Fund Management (CFM)
1517
Capital Fund Management (CFM)
France
– -$1.7M -77,400 Closed
PRCM
1518
Pine River Capital Management
Minnesota
– -$1.17M -57,408 Closed
FP
1519
FDO Partners
Massachusetts
– -$1.09M -53,439 Closed
CAM
1520
CMT Asset Management
Illinois
– -$959K -43,740 Closed
ID
1521
Integral Derivatives
New York
– -$921K -41,994 Closed
RCM
1522
Rotella Capital Management
Washington
– -$647K -31,695 Closed
EEG
1523
E.E. Geduld
– -$613K -30,000 Closed
QSS
1524
Quantitative Systematic Strategies
Florida
– -$456K -22,197 Closed
SEC
1525
Seven Eight Capital
New York
– -$412K -20,172 Closed
59 60
61
62 63

WMT Hedge Fund Activity: Q1 2016 in Review

1,474 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2016, worth a combined $63.2B — up 1.9% from $62B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new WMT positions and 81 closed out — a net gain of 49 holders — while 577 added to existing stakes and 569 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.72B. The largest seller was Vanguard Group, cutting an estimated $289M.

  • 1,474 institutional investors held Walmart Inc (WMT) as of Q1 2016, up from 1,435 in Q4 2015.
  • Funds reported $63.2B of Walmart Inc stock for Q1 2016, up 1.9% quarter-over-quarter.
  • 130 funds opened new Walmart Inc positions in Q1 2016 and 81 closed out, a net change of +49 holders.
  • The largest Walmart Inc buyer in Q1 2016 was Royal London Asset Management, an estimated $1.72B added.
  • The largest Walmart Inc seller in Q1 2016 was Vanguard Group, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2016.