Walmart Inc
WMT
1,309 hedge funds and large institutions have $71.6B invested in Walmart Inc in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 508 increasing their positions, 537 reducing their positions, and 69 closing their positions.
10% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 69
1% less funds holding
Funds holding: 1,316 → 1,309 (-7)
3% less capital invested
Capital invested by funds: $73.7B → $71.6B (-$2.01B)
5% less repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 537
7% less call options, than puts
Call options by funds: $904M | Put options by funds: $968M
1.26% less ownership
Funds ownership: 90.52% → 89.26% (-1.3%)
18% less funds holding in top 10
Funds holding in top 10: 99 → 81 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$237M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$188M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$149M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$797M |
| 2 |
State Street
Boston,
Massachusetts
|
-$171M |
| 3 |
Lazard Asset Management
New York
|
-$160M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$154M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$153M |
WMT Hedge Fund Activity: Q3 2013 in Review
1,309 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2013, worth a combined $71.6B — down 2.7% from $73.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WMT positions and 69 closed out — a net gain of 7 holders — while 508 added to existing stakes and 537 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $237M. The largest seller was Fidelity Investments, cutting an estimated $797M.
- 1,309 institutional investors held Walmart Inc (WMT) as of Q3 2013, down from 1,316 in Q2 2013.
- Funds reported $71.6B of Walmart Inc stock for Q3 2013, down 2.7% quarter-over-quarter.
- 76 funds opened new Walmart Inc positions in Q3 2013 and 69 closed out, a net change of +7 holders.
- The largest Walmart Inc buyer in Q3 2013 was Wellington Management Group, an estimated $237M added.
- The largest Walmart Inc seller in Q3 2013 was Fidelity Investments, an estimated $797M sold.
Based on aggregated 13F filings for Q3 2013.