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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,513
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.66%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.74%
New
99
Increased
574
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.97B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$221M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$154M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$116M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
PPA
Parametric Portfolio Associates
Washington
-$97.2M
5
Morgan Stanley
Morgan Stanley
New York
-$97.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1526
Quantbot Technologies
New York
– -$11.4M -496,506 Closed
PMAM
1527
Picton Mahoney Asset Management
Ontario, Canada
– -$11.3M -492,600 Closed
FIM
1528
Frontier Investment Management
Texas
– -$11.3M -492,264 Closed
CIBC World Market
1529
CIBC World Market
Ontario, Canada
– -$9.71M -421,254 Closed
GP
1530
GLG Partners
United Kingdom
– -$7.34M -318,540 Closed
ACM
1531
Academy Capital Management
Texas
– -$6.16M -267,216 Closed
UOC
1532
UBS O'Connor
Illinois
– -$5.88M -255,000 Closed
BA
1533
Bristol Advisors
Pennsylvania
– -$5.73M -248,700 Closed
Twin Tree Management
1534
Twin Tree Management
Texas
– -$5.01M -217,566 Closed
Parallax Volatility Advisers
1535
Parallax Volatility Advisers
California
– -$4.61M -200,118 Closed
MI
1536
Markston International
New York
– -$4.38M -190,197 Closed
AC
1537
Argentiere Capital
Switzerland
– -$4.12M -178,776 Closed
SCM
1538
Sitrin Capital Management
California
– -$3.86M -167,469 Closed
NI
1539
Nepsis Inc
Minnesota
– -$3.58M -155,358 Closed
BOCM
1540
Bontempo Ohly Capital Management
Maryland
– -$3.33M -144,576 Closed
PG
1541
PEAK6 Group
Illinois
– -$3.09M -134,442 Closed
OLA
1542
Oliver Luxxe Assets
New Jersey
– -$2.88M -125,193 Closed
HAI
1543
Hennessy Advisors Inc
California
– -$2.74M -118,800 Closed
Walleye Trading
1544
Walleye Trading
New York
– -$2.18M -94,932 Closed
AWP
1545
Ascent Wealth Partners
New York
– -$2.14M -93,048 Closed
CC
1546
Cipher Capital
New York
– -$2.08M -90,270 Closed
HT
1547
HAP Trading
New York
– -$1.33M -57,726 Closed
REMPR
1548
Roof Eidam Maycock Peralta (REMP)
California
– -$1.29M -55,875 Closed
GA
1549
GFS Advisors
Texas
– -$1.2M -52,236 Closed
CSUI
1550
Cincinnati Specialty Underwriters Insurance
Ohio
– -$1.18M -51,000 Closed
60 61
62
63 64

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.