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Walmart Inc

2,498 hedge funds and large institutions have $122B invested in Walmart Inc in 2021 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,156 increasing their positions, 908 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 116

31% more call options, than puts

Call options by funds: $4.05B | Put options by funds: $3.09B

27% more repeat investments, than reductions

Existing positions increased: 1,156 | Existing positions reduced: 908

14% more funds holding in top 10

Funds holding in top 10: 7383 (+10)

7% more capital invested

Capital invested by funds: $114B → $122B (+$7.77B)

3.15% more ownership

Funds ownership: 89.43%92.58% (+3.2%)

0% more funds holding

Funds holding: 2,4872,498 (+11)

Holders
2,498
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
43.47%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.44%
New
163
Increased
1,156
Reduced
908
Closed
116
Calls
$4.05B
Puts
$3.09B
Net Calls
+$959M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.5B +$118M +2,530,128 +0.6%
BlackRock
2
BlackRock
New York
$12.7B +$308M +6,616,314 +3%
State Street
3
State Street
Massachusetts
$8.86B +$137M +2,950,044 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.21B +$75M +1,610,274 +2%
Bank of America
5
Bank of America
North Carolina
$3.08B -$42.8M -918,300 -1%
Norges Bank
6
Norges Bank
Norway
$2.25B +$112M +2,414,700 +5%
Northern Trust
7
Northern Trust
Illinois
$2.16B -$85.1M -1,826,730 -4%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$2.07B
Morgan Stanley
9
Morgan Stanley
New York
$1.99B +$31.5M +675,672 +2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.78B +$57.5M +1,233,891 +3%
Wells Fargo
11
Wells Fargo
California
$1.69B -$29.7M -638,496 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.64B +$56M +1,203,165 +4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1.49B +$199M +4,282,545 +16%
Goldman Sachs
14
Goldman Sachs
New York
$1.47B +$415M +8,901,177 +40%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.45B +$92.8M +1,991,394 +7%
Charles Schwab
16
Charles Schwab
California
$1.36B +$16.2M +348,168 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.33B -$34.4M -737,691 -3%
N
18
Nuveen
North Carolina
$1.28B -$17.6M -378,822 -1%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.23B +$66.5M +1,426,755 +6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.22B +$17.6M +378,054 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.09B -$314M -6,735,456 -23%
Gates Foundation Trust
22
Gates Foundation Trust
Washington
$1.07B
Franklin Resources
23
Franklin Resources
California
$1.07B +$292M +6,263,385 +38%
AllianceBernstein
24
AllianceBernstein
Tennessee
$992M -$35.1M -752,949 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$958M +$44.4M +953,295 +5%

WMT Hedge Fund Activity: Q2 2021 in Review

2,498 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2021, worth a combined $122B — up 6.8% from $114B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new WMT positions and 116 closed out — a net gain of 47 holders — while 1,156 added to existing stakes and 908 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $503M. The largest seller was Susquehanna International Group, cutting an estimated $342M.

  • 2,498 institutional investors held Walmart Inc (WMT) as of Q2 2021, up from 2,487 in Q1 2021.
  • Funds reported $122B of Walmart Inc stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 163 funds opened new Walmart Inc positions in Q2 2021 and 116 closed out, a net change of +47 holders.
  • The largest Walmart Inc buyer in Q2 2021 was D.E. Shaw & Co, an estimated $503M added.
  • The largest Walmart Inc seller in Q2 2021 was Susquehanna International Group, an estimated $342M sold.

Based on aggregated 13F filings for Q2 2021.