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Walmart Inc

2,292 hedge funds and large institutions have $119B invested in Walmart Inc in 2020 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 1,054 increasing their positions, 801 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 72

78% more call options, than puts

Call options by funds: $4.57B | Put options by funds: $2.57B

32% more repeat investments, than reductions

Existing positions increased: 1,054 | Existing positions reduced: 801

24% more funds holding in top 10

Funds holding in top 10: 97120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,1802,292 (+112)

0.6% more ownership

Funds ownership: 89.9%90.5% (+0.6%)

Holders
2,292
Holders Change
+112
Holders Change %
+5.14%
% of All Funds
46.24%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.42%
New
202
Increased
1,054
Reduced
801
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$35.3M
BF
227
BOK Financial
Oklahoma
$35.1M +$1.53M +34,377 +5%
MHC
228
Meyer Handelman Company
New York
$34.6M -$620K -13,950 -2%
SG Americas Securities
229
SG Americas Securities
New York
$34.6M +$26.7M +600,654 +426%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$34.4M +$2.48M +55,881 +8%
WBC
231
Westpac Banking Corp
Australia
$34.4M +$1.08M +24,303 +3%
AIM
232
Artemis Investment Management
United Kingdom
$34.3M +$32.8M +737,019 New
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$33.9M +$587K +13,212 +2%
RC
234
RegentAtlantic Capital
New Jersey
$33.6M +$15.3M +344,508 +91%
SAM
235
Shell Asset Management
Netherlands
$33.4M +$575K +12,936 +2%
SGI
236
Summit Global Investments
Utah
$33.3M +$1.94M +43,596 +7%
CTB
237
Country Trust Bank
Illinois
$32.2M -$1.67M -37,671 -5%
NIMC
238
NWQ Investment Management Company
California
$32M -$2.33M -52,356 -7%
NA
239
NewEdge Advisors
Louisiana
$31.8M +$1.55M +34,935 +5%
SDIC
240
South Dakota Investment Council
South Dakota
$31.6M -$227K -5,100 -0.7%
FCI
241
Financial Counselors Inc
Kansas
$30.8M +$2.6M +58,422 +10%
KA
242
Kerrisdale Advisers
Florida
$30.5M +$29.1M +653,799 New
SEIA
243
Signature Estate & Investment Advisors
California
$30.1M -$303K -6,822 -1%
MWNA
244
Marshall Wace North America
New York
$29.9M -$43.4M -975,684 -60%
UB
245
UMB Bank
Missouri
$29.8M
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$29.6M +$3.07M +69,138 +12%
ICM
247
Ionic Capital Management
New York
$29.4M +$28.1M +631,488 New
SC
248
Scotia Capital
Ontario, Canada
$28.4M +$3.9M +87,696 +17%
NLGIA
249
Nippon Life Global Investors Americas
New York
$28M
KAS
250
Kestra Advisory Services
Texas
$28M +$26.7M +599,685 New

WMT Hedge Fund Activity: Q3 2020 in Review

2,292 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2020, worth a combined $119B — up 17% from $102B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new WMT positions and 72 closed out — a net gain of 130 holders — while 1,054 added to existing stakes and 801 trimmed.

The largest buyer was Norges Bank, adding an estimated $518M. The largest seller was Renaissance Technologies, cutting an estimated $723M.

  • 2,292 institutional investors held Walmart Inc (WMT) as of Q3 2020, up from 2,180 in Q2 2020.
  • Funds reported $119B of Walmart Inc stock for Q3 2020, up 17% quarter-over-quarter.
  • 202 funds opened new Walmart Inc positions in Q3 2020 and 72 closed out, a net change of +130 holders.
  • The largest Walmart Inc buyer in Q3 2020 was Norges Bank, an estimated $518M added.
  • The largest Walmart Inc seller in Q3 2020 was Renaissance Technologies, an estimated $723M sold.

Based on aggregated 13F filings for Q3 2020.