Walmart Inc
WMT
1,476 hedge funds and large institutions have $64.2B invested in Walmart Inc in 2016 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 572 reducing their positions, and 81 closing their positions.
60% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 81
26% more funds holding in top 10
Funds holding in top 10: 61 → 77 (+16)
14% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $988M
10% more capital invested
Capital invested by funds: $58.1B → $64.2B (+$6.1B)
3% more funds holding
Funds holding: 1,437 → 1,476 (+39)
1% more repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 572
0.96% less ownership
Funds ownership: 88.84% → 87.88% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$320M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$282M |
| 3 |
Goldman Sachs
New York
|
+$202M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$189M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$289M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$288M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$189M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$145M |
| 5 |
Millennium Management
New York
|
-$142M |
WMT Hedge Fund Activity: Q1 2016 in Review
1,476 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2016, worth a combined $64.2B — up 10% from $58.1B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new WMT positions and 81 closed out — a net gain of 49 holders — while 576 added to existing stakes and 572 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $320M. The largest seller was Vanguard Group, cutting an estimated $289M.
- 1,476 institutional investors held Walmart Inc (WMT) as of Q1 2016, up from 1,437 in Q4 2015.
- Funds reported $64.2B of Walmart Inc stock for Q1 2016, up 10% quarter-over-quarter.
- 130 funds opened new Walmart Inc positions in Q1 2016 and 81 closed out, a net change of +49 holders.
- The largest Walmart Inc buyer in Q1 2016 was JP Morgan Chase, an estimated $320M added.
- The largest Walmart Inc seller in Q1 2016 was Vanguard Group, an estimated $289M sold.
Based on aggregated 13F filings for Q1 2016.