Walmart Inc
WMT
1,413 hedge funds and large institutions have $76.6B invested in Walmart Inc in 2013 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 574 reducing their positions, and 44 closing their positions.
273% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 44
11% more funds holding in top 10
Funds holding in top 10: 81 → 90 (+9)
8% more funds holding
Funds holding: 1,309 → 1,413 (+104)
7% more capital invested
Capital invested by funds: $71.4B → $76.6B (+$5.19B)
1.19% more ownership
Funds ownership: 89.26% → 90.45% (+1.2%)
16% less repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 574
22% less call options, than puts
Call options by funds: $820M | Put options by funds: $1.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$431M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$361M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$195M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$145M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$228M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$221M |
| 3 |
D.E. Shaw & Co
New York
|
-$158M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$139M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$126M |
WMT Hedge Fund Activity: Q4 2013 in Review
1,413 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2013, worth a combined $76.6B — up 7.3% from $71.4B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new WMT positions and 44 closed out — a net gain of 120 holders — while 485 added to existing stakes and 574 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $431M. The largest seller was Lazard Asset Management, cutting an estimated $228M.
- 1,413 institutional investors held Walmart Inc (WMT) as of Q4 2013, up from 1,309 in Q3 2013.
- Funds reported $76.6B of Walmart Inc stock for Q4 2013, up 7.3% quarter-over-quarter.
- 164 funds opened new Walmart Inc positions in Q4 2013 and 44 closed out, a net change of +120 holders.
- The largest Walmart Inc buyer in Q4 2013 was Wellington Management Group, an estimated $431M added.
- The largest Walmart Inc seller in Q4 2013 was Lazard Asset Management, an estimated $228M sold.
Based on aggregated 13F filings for Q4 2013.