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Walmart Inc
WMT

2,483 hedge funds and large institutions have $122B invested in Walmart Inc in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,172 increasing their positions, 884 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 1,172 | Existing positions reduced: 884

20% more call options, than puts

Call options by funds: $3.7B | Put options by funds: $3.07B

20% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 112

1.62% more ownership

Funds ownership: 92.58% → 94.2% (+1.6%)

0% more capital invested

Capital invested by funds: $122B → $122B (+$313M)

1% less funds holding

Funds holding: 2,498 → 2,483 (-15)

13% less funds holding in top 10

Funds holding in top 10: 83 → 72 (-11)

Holders
2,483
Holders Change
-15
Holders Change %
-0.6%
% of All Funds
43.46%
Holding in Top 10
72
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.25%
% of All Funds
1.26%
New
134
Increased
1,172
Reduced
884
Closed
112
Calls
$3.7B
Puts
$3.07B
Net Calls
+$630M
Net Calls Change
-$330M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$384M
2
BlackRock
BlackRock
New York
+$331M
3
N
Natixis
France
+$320M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$255M
5
PIF
Public Investment Fund
Saudi Arabia
+$240M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$879M
2
Goldman Sachs
Goldman Sachs
New York
-$502M
3
Jane Street
Jane Street
New York
-$345M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$258M
5
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2501
Paloma Partners
Connecticut
– -$5.44M -115,776 Closed
SFG
2502
SageGuard Financial Group
Tennessee
– -$4.84M -102,993 Closed
B
2503
BP
United Kingdom
– -$4.78M -101,652 Closed
SC
2504
Samlyn Capital
New York
– -$4.18M -88,881 Closed
JWCA
2505
J.W. Cole Advisors
Florida
– -$3.98M -82,665 Closed
MCL
2506
MIK Capital LP
New York
– -$3.79M -80,622 Closed
BFA
2507
Brendel Financial Advisors
New Hampshire
– -$3.73M -79,356 Closed
MF
2508
Magnetar Financial
Illinois
– -$3.72K -79,200 Closed
CC
2509
Claybrook Capital
Massachusetts
– -$3.45M -73,437 Closed
ZIG
2510
Zurich Insurance Group
Switzerland
– -$2.31M -49,200 Closed
MWA
2511
Marshall Wace Asia
Hong Kong
– -$2.25M -47,784 Closed
QSS
2512
Quantitative Systematic Strategies
Florida
– -$2.16M -46,041 Closed
LCM
2513
Legato Capital Management
California
– -$2.04M -43,437 Closed
WI
2514
Wintrust Investments
Illinois
– -$1.96M -41,649 Closed
SCA
2515
Sassicaia Capital Advisers
New York
– -$1.83M -39,000 Closed
LOAMS
2516
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.76M -37,518 Closed
JF
2517
Jump Financial
Illinois
– -$1.56M -33,171 Closed
TFCP
2518
Twin Focus Capital Partners
Massachusetts
– -$1.5M -31,860 Closed
CCMT
2519
CMT Capital Markets Trading
Germany
– -$1.24M -25,665 Closed
OQS
2520
Occudo Quantitative Strategies
Florida
– -$1.21M -25,665 Closed
CIP
2521
Cornerstone Investment Partners
Georgia
– -$1.14M -24,318 Closed
GI
2522
Glovista Investments
New Jersey
– -$1.13M -23,925 Closed
PWM
2523
PRW Wealth Management
Massachusetts
– -$1.08M -22,938 Closed
BC
2524
Bridgefront Capital
Texas
– -$1.04M -22,053 Closed
LCM
2525
Laurion Capital Management
New York
– -$1.01M -21,600 Closed
99 100
101
102 103

WMT Hedge Fund Activity: Q3 2021 in Review

2,483 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2021, worth a combined $122B — up 0.26% from $122B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WMT positions and 112 closed out — a net gain of 22 holders — while 1,172 added to existing stakes and 884 trimmed.

The largest buyer was Invesco, adding an estimated $384M. The largest seller was Vanguard Group, cutting an estimated $879M.

  • 2,483 institutional investors held Walmart Inc (WMT) as of Q3 2021, down from 2,498 in Q2 2021.
  • Funds reported $122B of Walmart Inc stock for Q3 2021, up 0.26% quarter-over-quarter.
  • 134 funds opened new Walmart Inc positions in Q3 2021 and 112 closed out, a net change of +22 holders.
  • The largest Walmart Inc buyer in Q3 2021 was Invesco, an estimated $384M added.
  • The largest Walmart Inc seller in Q3 2021 was Vanguard Group, an estimated $879M sold.

Based on aggregated 13F filings for Q3 2021.