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Walmart Inc

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: 2,4982,483 (-15)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
Bridgeway Capital Management
Texas
$27.5M -$2.92M -60,600 -9%
MOACM
277
Mutual of America Capital Management
New York
$27.4M +$842K +17,478 +3%
DAM
278
Delta Asset Management
Tennessee
$27.1M +$91.1K +1,890 +0.3%
NAM
279
Nissay Asset Management
Japan
$26.8M +$614K +12,735 +2%
GT
280
Glenview Trust
Kentucky
$26.4M +$195K +4,056 +0.7%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$26.2M +$1.02M +21,267 +4%
KCM
282
Kornitzer Capital Management
Kansas
$26M +$134K +2,772 +0.5%
DWM
283
Doyle Wealth Management
Florida
$25.8M +$246K +5,106 +0.9%
BFS
284
Bard Financial Services
Connecticut
$25.8M +$8.09K +168 +0%
CC
285
Cadinha & Co
Hawaii
$25.7M +$11.1M +231,414 +72%
CSS
286
Cubist Systematic Strategies
Connecticut
$25.7M -$28.7M -594,810 -52%
EAM
287
Erste Asset Management
Austria
$25.1M +$3.06M +63,600 +13%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25M +$1.02M +21,186 +4%
AWM
289
Absher Wealth Management
North Carolina
$24.8M +$568K +11,793 +2%
GI
290
Gradient Investments
Minnesota
$24.8M +$5.97M +123,897 +30%
USAA
291
United Services Automobile Association
Texas
$24.7M +$3.64M +75,546 +17%
Capstone Investment Advisors
292
Capstone Investment Advisors
New York
$24.6M +$14.3M +296,013 +127%
KIA
293
KCM Investment Advisors
California
$24.3M +$910K +18,891 +4%
OC
294
Oppenheimer & Co
New York
$24.2M +$514K +10,671 +2%
AIMCA
295
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.8M +$14.5K +300 +0.1%
MTWSIF
296
Mivtachim The Workers Social Insurance Fund
Israel
$23.7M
SAMH
297
Shanda Asset Management Holdings
British Virgin Islands
$23.6M -$12.2M -253,800 -33%
DIA
298
Davidson Investment Advisors
Montana
$23.6M +$436K +9,051 +2%
AIM
299
Achmea Investment Management
Netherlands
$23.5M -$544K -11,292 -2%
MLICM
300
Metropolitan Life Insurance Company (MetLife)
New York
$23.4M -$8.09K -168 -0%

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.