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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.72B |
| 2 |
JP Morgan Chase
New York
|
+$320M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$282M |
| 4 |
Goldman Sachs
New York
|
+$202M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$289M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$288M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$189M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$145M |
| 5 |
Millennium Management
New York
|
-$142M |
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.