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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
CBT
276
Capital Bank & Trust
California
$25.5M +$116K +2,598 +0.5%
DnB Asset Management
277
DnB Asset Management
Norway
$25M +$161K +3,618 +0.7%
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$24.9M +$287K +6,453 +1%
DWM
279
Doyle Wealth Management
Florida
$24.9M -$3.63M -81,552 -13%
Squarepoint
280
Squarepoint
New York
$24.8M +$11.3M +254,931 +92%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$24.7M +$1.38M +30,999 +6%
UIM
282
USS Investment Management
United Kingdom
$24.6M
CPSAC
283
Chas P. Smith & Associates (CPS)
Florida
$24.5M +$61.4K +1,380 +0.3%
Natixis Advisors
284
Natixis Advisors
Massachusetts
$24.4M -$604K -13,575 -3%
GT
285
Glenview Trust
Kentucky
$24.3M +$328K +7,380 +1%
ASC
286
Atalanta Sosnoff Capital
New York
$24.2M -$144K -3,231 -0.6%
DIA
287
Davidson Investment Advisors
Montana
$24.1M -$697K -15,666 -3%
OC
288
Oppenheimer & Co
New York
$24.1M +$1.42M +32,007 +7%
PP
289
Paloma Partners
Connecticut
$24M -$2.88M -64,746 -11%
PWAG
290
Polaris Wealth Advisory Group
California
$23.8M -$7.49M -168,492 -25%
MML Investors Services
291
MML Investors Services
Massachusetts
$23.7M +$1.11M +24,864 +5%
HCM
292
Hilton Capital Management
New York
$23.5M -$1.5M -33,678 -6%
NAM
293
Nissay Asset Management
Japan
$23.3M -$2.51M -56,421 -10%
QI
294
QS Investors
New York
$22.7M -$3.09M -69,420 -12%
SPIA
295
Steward Partners Investment Advisory
New York
$22.6M +$3.77M +84,708 +21%
Nomura Holdings
296
Nomura Holdings
Japan
$22.4M +$18.8M +422,199 +624%
BAM
297
Berkshire Asset Management
Pennsylvania
$22.4M -$2.18M -49,104 -9%
AHB
298
Abner Herrman & Brock
New Jersey
$22.3M -$210K -4,725 -1%
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$22.3M +$408K +9,186 +2%
SGAM
300
Smith Group Asset Management
Texas
$22.2M -$1.14M -25,677 -5%

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.