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Walmart Inc

1,932 hedge funds and large institutions have $95.1B invested in Walmart Inc in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 790 increasing their positions, 769 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 80

14% more funds holding in top 10

Funds holding in top 10: 7990 (+11)

14% more capital invested

Capital invested by funds: $83.7B → $95.1B (+$11.4B)

1.84% more ownership

Funds ownership: 88.64%90.48% (+1.8%)

6% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.47B

3% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 769

1% more funds holding

Funds holding: 1,9221,932 (+10)

Holders
1,932
Holders Change
+10
Holders Change %
+0.52%
% of All Funds
41.95%
Holding in Top 10
90
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.92%
% of All Funds
1.95%
New
113
Increased
790
Reduced
769
Closed
80
Calls
$1.56B
Puts
$1.47B
Net Calls
+$88.5M
Net Calls Change
+$316M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$275M +$1.8M +52,287 +0.7%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$267M +$26.6M +772,791 +12%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$264M -$5.12M -148,545 -2%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$262M +$10.3M +298,020 +4%
CS
55
Credit Suisse
Switzerland
$255M +$30.1M +873,036 +14%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$236M -$7.82M -226,779 -3%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$225M -$7.54M -218,682 -3%
Jennison Associates
58
Jennison Associates
New York
$222M -$20.8M -603,783 -9%
Canada Life
59
Canada Life
Manitoba, Canada
$221M -$17.3M -502,722 -8%
Citigroup
60
Citigroup
New York
$214M +$78M +2,264,346 +64%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$213M -$28.7M -832,593 -13%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$208M -$7.16M -207,828 -4%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$207M -$68.4M -1,984,437 -26%
Citadel Advisors
64
Citadel Advisors
Florida
$202M +$59.6M +1,730,553 +46%
Stifel Financial
65
Stifel Financial
Missouri
$199M +$12.2M +354,420 +7%
Fidelity International
66
Fidelity International
Bermuda
$197M +$18.6M +540,948 +11%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$197M -$18.2M -528,780 -9%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$188M -$216M -6,260,439 -55%
AG
69
Aperio Group
California
$187M -$1.16M -33,681 -0.7%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$182M +$10.7M +311,037 +7%
CGI
71
Comgest Global Investors
France
$181M -$11.6M -336,900 -6%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$181M -$2.46M -71,358 -1%
Toronto Dominion Bank
73
Toronto Dominion Bank
Ontario, Canada
$180M +$227M +6,584,181 +207%
Pzena Investment Management
74
Pzena Investment Management
New York
$180M -$3.22M -93,429 -2%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$179M -$16.4M -476,412 -9%

WMT Hedge Fund Activity: Q2 2019 in Review

1,932 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2019, worth a combined $95.1B — up 14% from $83.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new WMT positions and 80 closed out — a net gain of 33 holders — while 790 added to existing stakes and 769 trimmed.

The largest buyer was Nuveen, adding an estimated $1.05B. The largest seller was Bank of America, cutting an estimated $315M.

  • 1,932 institutional investors held Walmart Inc (WMT) as of Q2 2019, up from 1,922 in Q1 2019.
  • Funds reported $95.1B of Walmart Inc stock for Q2 2019, up 14% quarter-over-quarter.
  • 113 funds opened new Walmart Inc positions in Q2 2019 and 80 closed out, a net change of +33 holders.
  • The largest Walmart Inc buyer in Q2 2019 was Nuveen, an estimated $1.05B added.
  • The largest Walmart Inc seller in Q2 2019 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q2 2019.