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Walmart Inc

2,142 hedge funds and large institutions have $103B invested in Walmart Inc in 2019 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 800 increasing their positions, 785 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 77

9% more funds holding

Funds holding: 1,9662,142 (+176)

2% more repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 785

0% more capital invested

Capital invested by funds: $102B → $103B (+$275M)

0.25% more ownership

Funds ownership: 91.13%91.38% (+0.25%)

15% less funds holding in top 10

Funds holding in top 10: 9782 (-15)

27% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.87B

Holders
2,142
Holders Change
+176
Holders Change %
+8.95%
% of All Funds
42.2%
Holding in Top 10
82
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.46%
% of All Funds
1.62%
New
283
Increased
800
Reduced
785
Closed
77
Calls
$1.38B
Puts
$1.87B
Net Calls
-$497M
Net Calls Change
-$424M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$735M +$16.6M +417,636 +2%
JP Morgan Chase
27
JP Morgan Chase
New York
$702M +$92.4M +2,327,895 +15%
Ameriprise
28
Ameriprise
Minnesota
$683M +$3.19M +80,229 +0.5%
AAMU
29
Amundi Asset Management US
Massachusetts
$681M +$69.3M +1,744,494 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$665M +$73.7M +1,854,987 +12%
PPA
31
Parametric Portfolio Associates
Washington
$660M +$2.55M +64,101 +0.4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$645M +$21M +527,631 +3%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$638M +$1.99M +50,001 +0.3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$613M -$26.5M -667,200 -4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$525M -$61M -1,536,624 -10%
Capital World Investors
36
Capital World Investors
California
$511M +$250K +6,300 +0%
Invesco
37
Invesco
Georgia
$489M -$49.2M -1,240,149 -9%
UBS Group
38
UBS Group
Switzerland
$483M +$49.8M +1,253,595 +11%
Franklin Resources
39
Franklin Resources
California
$472M +$4.23M +106,563 +0.9%
American Century Companies
40
American Century Companies
Missouri
$439M +$89.4M +2,250,567 +25%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$410M -$23M -578,700 -5%
ClearBridge Investments
42
ClearBridge Investments
New York
$390M -$4.26M -107,196 -1%
RJA
43
Raymond James & Associates
Florida
$381M +$4.76M +119,862 +1%
CSIA
44
Charles Schwab Investment Advisory
California
$377M +$617K +15,543 +0.2%
Barclays
45
Barclays
United Kingdom
$368M +$146M +3,672,912 +66%
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$356M +$6.81M +171,498 +4%
CA
47
Cullinan Associates
Kentucky
$353M -$1.33M -33,537 -0.4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$350M +$33.8M +850,770 +11%
Deutsche Bank
49
Deutsche Bank
Germany
$310M -$122M -3,076,536 -28%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$308M +$125M +3,139,182 +68%

WMT Hedge Fund Activity: Q4 2019 in Review

2,142 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2019, worth a combined $103B — up 0.27% from $102B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new WMT positions and 77 closed out — a net gain of 206 holders — while 800 added to existing stakes and 785 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was T. Rowe Price Associates, cutting an estimated $560M.

  • 2,142 institutional investors held Walmart Inc (WMT) as of Q4 2019, up from 1,966 in Q3 2019.
  • Funds reported $103B of Walmart Inc stock for Q4 2019, up 0.27% quarter-over-quarter.
  • 283 funds opened new Walmart Inc positions in Q4 2019 and 77 closed out, a net change of +206 holders.
  • The largest Walmart Inc buyer in Q4 2019 was UBS AM, an estimated $206M added.
  • The largest Walmart Inc seller in Q4 2019 was T. Rowe Price Associates, an estimated $560M sold.

Based on aggregated 13F filings for Q4 2019.