Walmart Inc
WMT
1,414 hedge funds and large institutions have $77.2B invested in Walmart Inc in 2013 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 486 increasing their positions, 573 reducing their positions, and 44 closing their positions.
275% more first-time investments, than exits
New positions opened: 165 | 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 → 1,414 (+105)
8% more capital invested
Capital invested by funds: $71.6B → $77.2B (+$5.59B)
1.71% more ownership
Funds ownership: 89.26% → 90.97% (+1.7%)
15% less repeat investments, than reductions
Existing positions increased: 486 | Existing positions reduced: 573
22% less call options, than puts
Call options by funds: $820M | Put options by funds: $1.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$433M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$431M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$361M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$195M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$145M |
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
1,414 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2013, worth a combined $77.2B — up 7.8% from $71.6B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new WMT positions and 44 closed out — a net gain of 121 holders — while 486 added to existing stakes and 573 trimmed.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $433M. The largest seller was Lazard Asset Management, cutting an estimated $228M.
- 1,414 institutional investors held Walmart Inc (WMT) as of Q4 2013, up from 1,309 in Q3 2013.
- Funds reported $77.2B of Walmart Inc stock for Q4 2013, up 7.8% quarter-over-quarter.
- 165 funds opened new Walmart Inc positions in Q4 2013 and 44 closed out, a net change of +121 holders.
- The largest Walmart Inc buyer in Q4 2013 was Brown Brothers Harriman & Co, an estimated $433M 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.