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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
BPB
326
Badgley, Phelps & Bell
Washington
$19.1M +$1.1M +24,699 +6%
Brown Advisory
327
Brown Advisory
Maryland
$19M +$414K +9,315 +2%
BMO
328
Beck Mack & Oliver
New York
$18.7M -$53.4K -1,200 -0.3%
ANI
329
American National Insurance
Texas
$18.6M
AL
330
AJO LP
Pennsylvania
$18.4M -$5.04M -113,415 -22%
FHA
331
First Horizon Advisors
Tennessee
$18.1M -$209K -4,710 -1%
COPPSERS
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18M +$6.36M +143,061 +59%
CTI
333
Community Trust & Investment
Kentucky
$18M -$64.3K -1,446 -0.4%
Point72 Asset Management
334
Point72 Asset Management
Connecticut
$17.9M +$17M +383,382 New
VanEck Associates
335
VanEck Associates
New York
$17.9M +$2.26M +50,748 +15%
DCM
336
Dupont Capital Management
Delaware
$17.8M +$3.85M +86,631 +29%
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$17.8M -$534K -12,000 -3%
MSR
338
Main Street Research
Connecticut
$17.7M +$883K +19,860 +6%
SAM
339
Securian Asset Management
Minnesota
$17.7M -$507K -11,394 -3%
AAS
340
Avantax Advisory Services
Texas
$17.7M +$8.94M +201,114 +113%
ATC
341
Argent Trust Co
Tennessee
$17.6M +$508K +11,421 +3%
Flossbach Von Storch
342
Flossbach Von Storch
Germany
$17.5M -$1.7M -38,163 -9%
LIM
343
Lathrop Investment Management
Arkansas
$17.4M -$200K -4,500 -1%
ALAM
344
Asahi Life Asset Management
Japan
$17.4M -$328K -7,371 -2%
SAMH
345
Shanda Asset Management Holdings
British Virgin Islands
$17.2M +$16.4M +369,000 New
DWM
346
Destination Wealth Management
California
$17.1M -$545K -12,258 -3%
WT
347
Washington Trust
Rhode Island
$17.1M +$22.4K +504 +0.1%
MTWSIF
348
Mivtachim The Workers Social Insurance Fund
Israel
$17M
Dodge & Cox
349
Dodge & Cox
California
$16.9M -$360K -8,100 -2%
NCM
350
Novare Capital Management
North Carolina
$16.9M +$70.2K +1,578 +0.4%

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.