Walmart Inc
WMT
1,364 hedge funds and large institutions have $75.2B invested in Walmart Inc in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 514 increasing their positions, 603 reducing their positions, and 62 closing their positions.
34% more call options, than puts
Call options by funds: $1.33B | Put options by funds: $996M
11% more funds holding in top 10
Funds holding in top 10: 57 → 63 (+6)
1.24% more ownership
Funds ownership: 90.54% → 91.78% (+1.2%)
3% more capital invested
Capital invested by funds: $73.1B → $75.2B (+$2.12B)
2% less funds holding
Funds holding: 1,398 → 1,364 (-34)
15% less repeat investments, than reductions
Existing positions increased: 514 | Existing positions reduced: 603
31% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$302M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$241M |
| 3 |
Citigroup
New York
|
+$217M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$206M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$364M |
| 2 |
Goldman Sachs
New York
|
-$106M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$104M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
-$92.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$84.8M |
WMT Hedge Fund Activity: Q3 2014 in Review
1,364 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2014, worth a combined $75.2B — up 2.9% from $73.1B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of WMT and 43 opened new positions — a net loss of 19 holders — while 603 trimmed existing stakes and 514 added.
The largest buyer was Magellan Asset Management, adding an estimated $302M. The largest seller was Capital World Investors, cutting an estimated $364M.
- 1,364 institutional investors held Walmart Inc (WMT) as of Q3 2014, down from 1,398 in Q2 2014.
- Funds reported $75.2B of Walmart Inc stock for Q3 2014, up 2.9% quarter-over-quarter.
- 43 funds opened new Walmart Inc positions in Q3 2014 and 62 closed out, a net change of -19 holders.
- The largest Walmart Inc buyer in Q3 2014 was Magellan Asset Management, an estimated $302M added.
- The largest Walmart Inc seller in Q3 2014 was Capital World Investors, an estimated $364M sold.
Based on aggregated 13F filings for Q3 2014.