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Walmart Inc

1,922 hedge funds and large institutions have $83.7B invested in Walmart Inc in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 779 increasing their positions, 773 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 112

5% more capital invested

Capital invested by funds: $79.7B → $83.7B (+$4.01B)

1% more repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 773

0% more funds holding

Funds holding: 1,9171,922 (+5)

0.24% less ownership

Funds ownership: 88.88%88.64% (-0.24%)

19% less call options, than puts

Call options by funds: $984M | Put options by funds: $1.21B

21% less funds holding in top 10

Funds holding in top 10: 10079 (-21)

Holders
1,922
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
41.59%
Holding in Top 10
79
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21%
% of All Funds
1.71%
New
140
Increased
779
Reduced
773
Closed
112
Calls
$984M
Puts
$1.21B
Net Calls
-$227M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$543M +$10.7M +331,488 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$541M +$7.32M +225,900 +1%
JP Morgan Chase
28
JP Morgan Chase
New York
$534M +$116M +3,591,171 +28%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$515M +$39.1M +1,206,111 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$477M +$9.4M +289,956 +2%
UBS AM
31
UBS AM
Illinois
$451M +$10.1M +312,129 +2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$405M -$551M -16,992,765 -58%
Capital World Investors
33
Capital World Investors
California
$400M +$9.73M +300,000 +2%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388M -$8.46M -260,790 -2%
Franklin Resources
35
Franklin Resources
California
$382M +$624K +19,236 +0.2%
UBS Group
36
UBS Group
Switzerland
$375M -$2.64M -81,564 -0.7%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$370M -$110M -3,385,500 -23%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$352M -$2.53M -78,120 -0.7%
TA
39
Teachers Advisors
New York
$331M -$46.2M -1,424,913 -12%
AAMU
40
Amundi Asset Management US
Massachusetts
$330M -$37.7M -1,161,243 -10%
Deutsche Bank
41
Deutsche Bank
Germany
$326M -$92.7M -2,858,220 -22%
ClearBridge Investments
42
ClearBridge Investments
New York
$322M -$86.2K -2,658 -0%
CA
43
Cullinan Associates
Kentucky
$306M +$3.4M +105,012 +1%
CSIA
44
Charles Schwab Investment Advisory
California
$306M +$1.55M +47,730 +0.5%
RJA
45
Raymond James & Associates
Florida
$300M +$11.5M +353,511 +4%
Invesco
46
Invesco
Georgia
$264M -$13.7M -421,917 -5%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$261M -$10.2M -313,560 -4%
WRF
48
Waddell & Reed Financial
Kansas
$252M +$56.7M +1,747,596 +29%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$247M +$136M +4,188,480 +123%
Barclays
50
Barclays
United Kingdom
$244M -$11.4M -351,432 -4%

WMT Hedge Fund Activity: Q1 2019 in Review

1,922 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q1 2019, worth a combined $83.7B — up 5% from $79.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new WMT positions and 112 closed out — a net gain of 28 holders — while 779 added to existing stakes and 773 trimmed.

The largest buyer was Bank of America, adding an estimated $237M. The largest seller was AQR Capital Management, cutting an estimated $551M.

  • 1,922 institutional investors held Walmart Inc (WMT) as of Q1 2019, up from 1,917 in Q4 2018.
  • Funds reported $83.7B of Walmart Inc stock for Q1 2019, up 5% quarter-over-quarter.
  • 140 funds opened new Walmart Inc positions in Q1 2019 and 112 closed out, a net change of +28 holders.
  • The largest Walmart Inc buyer in Q1 2019 was Bank of America, an estimated $237M added.
  • The largest Walmart Inc seller in Q1 2019 was AQR Capital Management, an estimated $551M sold.

Based on aggregated 13F filings for Q1 2019.