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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
DBT
376
Dubuque Bank & Trust
Iowa
$14.6M -$1.08M -24,366 -7%
Pacer Advisors
377
Pacer Advisors
Pennsylvania
$14.6M -$3.16M -71,094 -19%
CICI
378
Capital Investment Counsel Inc
North Carolina
$14.6M +$2.43M +54,687 +21%
NEI
379
Northwest & Ethical Investments
Ontario, Canada
$14.3M +$1.26M +28,440 +10%
CFG
380
Citizens Financial Group
Rhode Island
$14.1M +$421K +9,468 +3%
FM
381
Foster & Motley
Ohio
$14M -$1.18M -26,517 -8%
USAA
382
United Services Automobile Association
Texas
$13.9M +$8.09M +182,055 +158%
BBHC
383
Brown Brothers Harriman & Co
New York
$13.6M -$374K -8,406 -3%
ABTD
384
Arvest Bank Trust Division
Oklahoma
$13.5M +$527K +11,844 +4%
GG
385
Greenwood Gearhart
Arkansas
$13.4M -$6.54K -147 -0.1%
SSB
386
Sandy Spring Bank
Maryland
$13.4M +$2.08M +46,743 +20%
TSW
387
Thompson Siegel & Walmsley
Virginia
$13.3M +$4.5M +101,175 +55%
OAM
388
Optimal Asset Management
California
$13.3M +$8.32M +187,125 +193%
WCMN
389
Westchester Capital Management (Nebraska)
Nebraska
$13.2M -$9.47K -213 -0.1%
AAIM
390
Asset Advisors Investment Management
Georgia
$13.2M +$82K +1,845 +0.7%
Wealthfront Advisers
391
Wealthfront Advisers
California
$13.2M +$159K +3,582 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M -$18.6M -419,052 -60%
FNBT
393
FineMark National Bank & Trust
Florida
$13.1M -$37.7K -849 -0.3%
WB
394
WesBanco Bank
West Virginia
$13.1M +$2.06M +46,326 +20%
TF
395
TIAA FSB
Florida
$12.9M -$346K -7,785 -3%
FAAS
396
First Allied Advisory Services
California
$12.9M -$745K -16,764 -6%
IAA
397
Independent Advisor Alliance
North Carolina
$12.8M +$6.09M +136,920 +99%
SIM
398
Sentry Investment Management
Wisconsin
$12.8M +$1.21M +27,192 +11%
SCA
399
Stillwater Capital Advisors
Pennsylvania
$12.7M -$79.1K -1,779 -0.6%
ACM
400
Advisors Capital Management
New Jersey
$12.7M +$1.95M +43,854 +19%

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.