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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
Franklin Resources
26
Franklin Resources
California
$933M -$129M -2,671,131 -12%
PI
27
Putnam Investments
Massachusetts
$929M +$26.2M +544,386 +3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$853M -$32.8M -679,800 -4%
UBS AM
29
UBS AM
Illinois
$848M +$636K +13,203 +0.1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$837M -$190M -3,937,689 -19%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$795M +$65.3M +1,355,448 +9%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$773M -$32.5M -674,832 -4%
PPA
33
Parametric Portfolio Associates
Washington
$727M -$52M -1,079,940 -6%
AS
34
Altshuler Shaham
Israel
$704M -$113M -2,339,712 -16%
BA
35
Bridgewater Associates
Connecticut
$700M -$28.5M -590,520 -4%
UBS Group
36
UBS Group
Switzerland
$662M -$53.4M -1,108,668 -7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$618M -$145M -3,001,953 -18%
American Century Companies
38
American Century Companies
Missouri
$616M -$2.75M -57,156 -0.4%
Ameriprise
39
Ameriprise
Minnesota
$584M +$26.2M +544,596 +5%
Deutsche Bank
40
Deutsche Bank
Germany
$563M +$108M +2,244,204 +23%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$554M -$258M -5,358,774 -31%
Citadel Advisors
42
Citadel Advisors
Florida
$553M +$57.3M +1,190,346 +11%
RJA
43
Raymond James & Associates
Florida
$527M +$1.57M +32,535 +0.3%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$523M +$26.2M +544,509 +5%
Barclays
45
Barclays
United Kingdom
$494M +$144M +2,998,023 +39%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$469M +$46.2M +959,847 +10%
Renaissance Technologies
47
Renaissance Technologies
New York
$424M +$124M +2,582,700 +39%
AQR Capital Management
48
AQR Capital Management
Connecticut
$417M -$28.3M -587,838 -6%
Stifel Financial
49
Stifel Financial
Missouri
$408M +$11.9M +246,741 +3%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$390M -$15.7M -326,061 -4%
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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.