Walmart Inc
WMT
1,400 hedge funds and large institutions have $73B invested in Walmart Inc in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 543 increasing their positions, 584 reducing their positions, and 52 closing their positions.
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
1% more funds holding
Funds holding: 1,387 → 1,400 (+13)
0.21% more ownership
Funds ownership: 29.97% → 30.18% (+0.21%)
1% less capital invested
Capital invested by funds: $74B → $73B (-$937M)
7% less repeat investments, than reductions
Existing positions increased: 543 | Existing positions reduced: 584
13% less call options, than puts
Call options by funds: $958M | Put options by funds: $1.1B
26% less funds holding in top 10
Funds holding in top 10: 77 → 57 (-20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$733M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$242M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$238M |
| 4 |
State Street
Boston,
Massachusetts
|
+$178M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$575M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$235M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$190M |
| 4 |
Neuberger Berman Group
New York
|
-$122M |
| 5 |
JP Morgan Chase
New York
|
-$109M |
WMT Hedge Fund Activity: Q2 2014 in Review
1,400 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2014, worth a combined $73B — down 1.3% from $74B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new WMT positions and 52 closed out — a net gain of 20 holders — while 543 added to existing stakes and 584 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $733M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $575M sold.
- 1,400 institutional investors held Walmart Inc (WMT) as of Q2 2014, up from 1,387 in Q1 2014.
- Funds reported $73B of Walmart Inc stock for Q2 2014, down 1.3% quarter-over-quarter.
- 72 funds opened new Walmart Inc positions in Q2 2014 and 52 closed out, a net change of +20 holders.
- The largest Walmart Inc buyer in Q2 2014 was Dodge & Cox, an estimated $733M added.
- The largest Walmart Inc seller in Q2 2014 was Fiduciary Management Inc, an estimated $575M sold.
Based on aggregated 13F filings for Q2 2014.