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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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$12.7M -$627K -14,100 -5%
SC
402
SouthState Corp
Florida
$12.6M +$255K +5,727 +2%
TH
403
TCTC Holdings
Texas
$12.6M -$63.8K -1,434 -0.5%
CIA
404
CCM Investment Advisers
South Carolina
$12.5M +$173K +3,894 +1%
HA
405
Hamel Associates
New Jersey
$12.3M -$102K -2,295 -0.9%
FWIA
406
Fort Washington Investment Advisors
Ohio
$12.2M +$712K +16,005 +6%
HC
407
Henshaw Capital
Massachusetts
$12.2M
PA
408
Pinnacle Associates
New York
$12.1M +$235K +5,289 +2%
ONB
409
Old National Bancorp
Indiana
$12.1M -$86.2K -1,938 -0.7%
CIC
410
Cutler Investment Counsel
Oregon
$12M +$5.6K +126 +0%
DADC
411
D.A. Davidson & Co
Montana
$12M -$163K -3,672 -1%
MA
412
Montag & Associates
Georgia
$12M -$202K -4,533 -2%
NIM
413
Northeast Investment Management
Massachusetts
$11.8M +$606K +13,623 +6%
SBH
414
Segall Bryant & Hamill
Illinois
$11.8M -$518K -11,655 -4%
SMI
415
Shelter Mutual Insurance
Missouri
$11.7M
GCAC
416
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.7M +$267K +6,015 +3%
CSIC
417
Clifford Swan Investment Counsel
California
$11.6M +$4.54K +102 +0%
VIP
418
Vantage Investment Partners
Missouri
$11.5M
TU
419
TDAM USA
Ontario, Canada
$11.5M +$1.05M +23,532 +11%
PHK
420
Point72 Hong Kong
Hong Kong
$11.5M +$8.92M +200,580 +436%
WI
421
WBI Investments
New Jersey
$11.4M +$10.9M +245,328 New
PL
422
Parthenon LLC
Kentucky
$11.4M -$6K -135 -0.1%
BCM
423
BTC Capital Management
Iowa
$11.4M +$357K +8,025 +3%
AIM
424
Allen Investment Management
New York
$11.4M +$313K +7,044 +3%
BFA
425
Bragg Financial Advisors
North Carolina
$11.4M -$332K -7,458 -3%

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.