Walmart Inc
WMT
1,386 hedge funds and large institutions have $73.9B invested in Walmart Inc in 2014 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 530 increasing their positions, 603 reducing their positions, and 80 closing their positions.
44% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $749M
0.55% less ownership
Funds ownership: 90.45% → 89.9% (-0.55%)
4% less capital invested
Capital invested by funds: $76.6B → $73.9B (-$2.71B)
2% less funds holding
Funds holding: 1,414 → 1,386 (-28)
12% less repeat investments, than reductions
Existing positions increased: 530 | Existing positions reduced: 603
14% less funds holding in top 10
Funds holding in top 10: 90 → 77 (-13)
18% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$646M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$415M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$355M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$202M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$436M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$374M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$316M |
| 4 |
Renaissance Technologies
New York
|
-$229M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$194M |
WMT Hedge Fund Activity: Q1 2014 in Review
1,386 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2014, worth a combined $73.9B — down 3.5% from $76.6B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of WMT and 66 opened new positions — a net loss of 14 holders — while 603 trimmed existing stakes and 530 added.
The largest buyer was Berkshire Hathaway, adding an estimated $646M. The largest seller was State Street, cutting an estimated $436M.
- 1,386 institutional investors held Walmart Inc (WMT) as of Q1 2014, down from 1,414 in Q4 2013.
- Funds reported $73.9B of Walmart Inc stock for Q1 2014, down 3.5% quarter-over-quarter.
- 66 funds opened new Walmart Inc positions in Q1 2014 and 80 closed out, a net change of -14 holders.
- The largest Walmart Inc buyer in Q1 2014 was Berkshire Hathaway, an estimated $646M added.
- The largest Walmart Inc seller in Q1 2014 was State Street, an estimated $436M sold.
Based on aggregated 13F filings for Q1 2014.