Walmart Inc
WMT
1,497 hedge funds and large institutions have $66.7B invested in Walmart Inc in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 572 increasing their positions, 639 reducing their positions, and 66 closing their positions.
55% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 66
6% more funds holding in top 10
Funds holding in top 10: 77 → 82 (+5)
1% more funds holding
Funds holding: 1,476 → 1,497 (+21)
4% more capital invested
Capital invested by funds: $64.2B → $66.7B (+$2.49B)
0.08% more ownership
Funds ownership: 87.88% → 87.95% (+0.08%)
6% less call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.36B
10% less repeat investments, than reductions
Existing positions increased: 572 | Existing positions reduced: 639
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$323M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$164M |
| 3 |
D.E. Shaw & Co
New York
|
+$159M |
| 4 |
Morgan Stanley
New York
|
+$149M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.04B |
| 2 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$452M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$270M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$267M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$228M |
WMT Hedge Fund Activity: Q2 2016 in Review
1,497 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2016, worth a combined $66.7B — up 3.9% from $64.2B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new WMT positions and 66 closed out — a net gain of 36 holders — while 572 added to existing stakes and 639 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $323M. The largest seller was Berkshire Hathaway, cutting an estimated $1.04B.
- 1,497 institutional investors held Walmart Inc (WMT) as of Q2 2016, up from 1,476 in Q1 2016.
- Funds reported $66.7B of Walmart Inc stock for Q2 2016, up 3.9% quarter-over-quarter.
- 102 funds opened new Walmart Inc positions in Q2 2016 and 66 closed out, a net change of +36 holders.
- The largest Walmart Inc buyer in Q2 2016 was Fisher Asset Management, an estimated $323M added.
- The largest Walmart Inc seller in Q2 2016 was Berkshire Hathaway, an estimated $1.04B sold.
Based on aggregated 13F filings for Q2 2016.