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Walmart Inc

1,965 hedge funds and large institutions have $102B invested in Walmart Inc in 2019 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 800 increasing their positions, 785 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 67

8% more funds holding in top 10

Funds holding in top 10: 9097 (+7)

8% more capital invested

Capital invested by funds: $95.1B → $102B (+$7.32B)

2% more funds holding

Funds holding: 1,9321,965 (+33)

2% more repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 785

0.65% more ownership

Funds ownership: 90.48%91.13% (+0.65%)

4% less call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.76B

Holders
1,965
Holders Change
+33
Holders Change %
+1.71%
% of All Funds
43.09%
Holding in Top 10
97
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.78%
% of All Funds
2.13%
New
112
Increased
800
Reduced
785
Closed
67
Calls
$1.69B
Puts
$1.76B
Net Calls
-$73M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.7B +$244M +6,473,025 +2%
BlackRock
2
BlackRock
New York
$10.5B +$352M +9,329,289 +4%
State Street
3
State Street
Massachusetts
$8.38B +$112M +2,956,614 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.12B +$100M +2,652,471 +3%
Bank of America
5
Bank of America
North Carolina
$2.57B -$4.51M -119,415 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.44B +$95.9M +2,539,842 +4%
Northern Trust
7
Northern Trust
Illinois
$2.1B +$19.4M +514,401 +1%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$1.99B
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.51B -$10.3M -274,104 -0.7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.51B -$122M -3,229,629 -8%
Wells Fargo
11
Wells Fargo
California
$1.46B +$26.1M +692,037 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.43B +$31.1M +823,419 +2%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$1.38B
Morgan Stanley
14
Morgan Stanley
New York
$1.33B -$27.1M -717,804 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$1.3B +$32.2M +854,244 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.23B -$144M -3,820,122 -11%
N
17
Nuveen
North Carolina
$1.21B -$13.8M -364,698 -1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.11B -$11M -292,155 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.06B -$16.7M -441,483 -2%
Goldman Sachs
20
Goldman Sachs
New York
$1.02B -$156M -4,124,286 -14%
Renaissance Technologies
21
Renaissance Technologies
New York
$868M +$301M +7,977,165 +57%
Charles Schwab
22
Charles Schwab
California
$846M -$475K -12,591 -0.1%
PI
23
Putnam Investments
Massachusetts
$794M +$31M +821,088 +4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$762M +$91.4M +2,422,410 +14%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$718M -$3.36M -89,157 -0.5%

WMT Hedge Fund Activity: Q3 2019 in Review

1,965 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2019, worth a combined $102B — up 7.7% from $95.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WMT positions and 67 closed out — a net gain of 45 holders — while 800 added to existing stakes and 785 trimmed.

The largest buyer was BlackRock, adding an estimated $352M. The largest seller was Toronto Dominion Bank, cutting an estimated $204M.

  • 1,965 institutional investors held Walmart Inc (WMT) as of Q3 2019, up from 1,932 in Q2 2019.
  • Funds reported $102B of Walmart Inc stock for Q3 2019, up 7.7% quarter-over-quarter.
  • 112 funds opened new Walmart Inc positions in Q3 2019 and 67 closed out, a net change of +45 holders.
  • The largest Walmart Inc buyer in Q3 2019 was BlackRock, an estimated $352M added.
  • The largest Walmart Inc seller in Q3 2019 was Toronto Dominion Bank, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2019.