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Walmart Inc
WMT

1,513 hedge funds and large institutions have $65.1B invested in Walmart Inc in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 574 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 64 → 70 (+6)

5% more capital invested

Capital invested by funds: $62B → $65.1B (+$3.09B)

3% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 96

0.6% more ownership

Funds ownership: 87.5% → 88.11% (+0.6%)

1% less funds holding

Funds holding: 1,524 → 1,513 (-11)

14% less repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 665

38% less call options, than puts

Call options by funds: $832M | Put options by funds: $1.33B

Holders
1,513
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.66%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.74%
New
99
Increased
574
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.97B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$221M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$179M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$154M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$116M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
PPA
Parametric Portfolio Associates
Washington
-$97.2M
5
Morgan Stanley
Morgan Stanley
New York
-$97.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.59B +$221M +9,590,736 +3%
BlackRock
2
BlackRock
New York
$6.57B +$5.97B +259,496,487 +1,866%
State Street
3
State Street
Massachusetts
$5.3B +$59M +2,562,030 +1%
Dodge & Cox
4
Dodge & Cox
California
$1.54B -$25.8M -1,119,129 -2%
Bank of America
5
Bank of America
North Carolina
$1.46B +$7.78M +338,223 +0.6%
Northern Trust
6
Northern Trust
Illinois
$1.33B +$62.6M +2,718,990 +5%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$1.21B – – –
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.15B -$116M -5,044,053 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.11B +$78.6M +3,413,484 +8%
Wells Fargo
10
Wells Fargo
California
$1.03B -$13.7M -597,036 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.01B +$179M +7,774,494 +23%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$941M -$105M -4,551,624 -10%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$892M +$70.3M +3,053,874 +9%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$836M – – –
American Century Companies
15
American Century Companies
Missouri
$724M +$17.7M +770,499 +3%
Goldman Sachs
16
Goldman Sachs
New York
$705M +$36.4M +1,581,339 +6%
Charles Schwab
17
Charles Schwab
California
$655M +$27.6M +1,197,819 +5%
Invesco
18
Invesco
Georgia
$644M -$66.4M -2,884,626 -10%
Morgan Stanley
19
Morgan Stanley
New York
$637M -$97.2M -4,222,581 -14%
Legal & General Group
20
Legal & General Group
United Kingdom
$619M +$29.7M +1,288,797 +5%
Ameriprise
21
Ameriprise
Minnesota
$596M +$6.9M +299,763 +1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$593M -$39.9M -1,735,248 -7%
TCIM
23
TIAA CREF Investment Management
New York
$472M -$14.4M -625,284 -3%
Swiss National Bank
24
Swiss National Bank
Switzerland
$438M +$82M +3,565,200 +24%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$437M +$73.8M +3,208,584 +21%
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WMT Hedge Fund Activity: Q1 2017 in Review

1,513 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2017, worth a combined $65.1B — up 5% from $62B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WMT positions and 96 closed out — a net gain of 3 holders — while 574 added to existing stakes and 665 trimmed.

The largest buyer was BlackRock, adding an estimated $5.97B. The largest seller was JP Morgan Chase, cutting an estimated $177M.

  • 1,513 institutional investors held Walmart Inc (WMT) as of Q1 2017, down from 1,524 in Q4 2016.
  • Funds reported $65.1B of Walmart Inc stock for Q1 2017, up 5% quarter-over-quarter.
  • 99 funds opened new Walmart Inc positions in Q1 2017 and 96 closed out, a net change of +3 holders.
  • The largest Walmart Inc buyer in Q1 2017 was BlackRock, an estimated $5.97B added.
  • The largest Walmart Inc seller in Q1 2017 was JP Morgan Chase, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2017.