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Walmart Inc
WMT

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: 79 → 90 (+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: 1,922 → 1,932 (+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

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.05B
2
Renaissance Technologies
Renaissance Technologies
New York
+$312M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$227M
4
Invesco
Invesco
Georgia
+$197M
5
AAMU
Amundi Asset Management US
Massachusetts
+$151M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$315M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$216M
3
Holocene Advisors
Holocene Advisors
New York
-$178M
4
BlackRock
BlackRock
New York
-$173M
5
Jane Street
Jane Street
New York
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1926
First Command Advisory Services
Texas
$2K +$1.65K +48 New
CIR
1927
Clear Investment Research
Georgia
$1K – – –
DPA
1928
Delphi Private Advisors
California
$1K +$1.34K +39 New
WAM
1929
Wolverine Asset Management
Illinois
$1K +$1.55K +45 New
CT
1930
Chicago Trust
Illinois
$525 +$155K +4,500 +46%
NDSI
1931
Newman Dignan & Sheerar Inc
Rhode Island
$272 – – –
HHAA
1932
Henry H. Armstrong Associates
Pennsylvania
$211 +$198K +5,742 New
ACA
1933
Ackerman Capital Advisors
Texas
$205 +$191K +5,556 New
Boston Partners
1934
Boston Partners
Massachusetts
– -$56.6M -1,741,491 Closed
TCA
1935
Taconic Capital Advisors
New York
– -$39M -1,200,000 Closed
SC
1936
Samlyn Capital
New York
– -$35.7M -1,097,907 Closed
AC
1937
Apertura Capital
Texas
– -$30.7M -945,000 Closed
DKCM
1938
Davidson Kempner Capital Management
New York
– -$19.5M -600,000 Closed
CC
1939
Cipher Capital
New York
– -$13.9M -428,046 Closed
MCM
1940
Moon Capital Management
New York
– -$12.5M -384,087 Closed
DA
1941
Duality Advisers
Florida
– -$11.8M -364,140 Closed
WIC
1942
Willis Investment Counsel
Georgia
– -$4.99M -338,820 Closed
EGM
1943
Engineers Gate Manager
New York
– -$8.58M -263,952 Closed
QT
1944
Quantbot Technologies
New York
– -$8.27M -254,406 Closed
NIT
1945
NumerixS Investment Technologies
British Columbia, Canada
– -$7.88M -243,348 Closed
SEC
1946
Seven Eight Capital
New York
– -$7.39M -227,427 Closed
CRA
1947
Circle Road Advisors
New York
– -$7.34M -225,837 Closed
KWILP
1948
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$6.92M -212,979 Closed
KC
1949
Kepos Capital
New York
– -$6.03M -185,319 Closed
BCM
1950
BlueCrest Capital Management
Jersey
– -$4.84M -148,758 Closed
76 77
78
79 80

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.