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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
ACA
351
Anchor Capital Advisors
Massachusetts
$16.8M +$256K +5,757 +2%
WF
352
Welch & Forbes
Massachusetts
$16.7M +$544K +12,228 +4%
CC
353
Cadinha & Co
Hawaii
$16.4M +$14.9M +335,214 +1,963%
HIC
354
Hartline Investment Corp
Illinois
$16.4M +$16K +360 +0.1%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$16.4M +$1.2M +26,994 +8%
II
356
IFM Investors
Australia
$16.4M +$1.7M +38,214 +12%
E
357
Ergoteles
New York
$16.4M +$15.6M +351,600 New
SFS
358
Sowell Financial Services
Arkansas
$16.2M +$1.3M +29,139 +9%
TBA
359
Tower Bridge Advisors
Pennsylvania
$16.1M -$305K -6,852 -2%
CC
360
Carlson Capital
Texas
$16.1M +$2.55M +57,294 +20%
CAMG
361
CWA Asset Management Group
Florida
$16M +$2.75M +61,788 +22%
SB
362
Simmons Bank
Arkansas
$15.9M +$1.07M +24,129 +8%
SF
363
Synovus Financial
Georgia
$15.9M +$2.32M +52,086 +18%
LMIM
364
Lockheed Martin Investment Management
Maryland
$15.8M -$1.59M -35,850 -10%
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$15.7M -$1.84M -41,400 -11%
HI
366
Horizon Investments
North Carolina
$15.7M -$4.05M -91,026 -21%
WT
367
Whittier Trust
California
$15.5M -$16.3K -366 -0.1%
HPC
368
HM Payson & Co
Maine
$15.4M +$24.5K +552 +0.2%
PAG
369
Private Advisor Group
New Jersey
$15.2M +$1.63M +36,702 +12%
ZCM
370
Ziegler Capital Management
Illinois
$15.1M -$292K -6,573 -2%
IIM
371
Intact Investment Management
Quebec, Canada
$15.1M -$2.91M -65,400 -17%
X
372
Xponance
Pennsylvania
$15M -$6.56M -147,564 -32%
B
373
BP
United Kingdom
$14.9M -$3.89M -87,411 -21%
GI
374
Gradient Investments
Minnesota
$14.8M +$705K +15,864 +5%
CFB
375
Cullen/Frost Bankers
Texas
$14.7M +$238K +5,361 +2%

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.