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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$892M -$80.2M -1,804,389 -9%
UBS AM
27
UBS AM
Illinois
$885M +$101M +2,275,044 +14%
Swiss National Bank
28
Swiss National Bank
Switzerland
$870M -$12.7M -285,600 -2%
PPA
29
Parametric Portfolio Associates
Washington
$790M -$20.8M -468,126 -3%
Ameriprise
30
Ameriprise
Minnesota
$714M +$74M +1,664,247 +12%
UBS Group
31
UBS Group
Switzerland
$670M +$31.5M +707,937 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$662M +$44.8M +1,008,135 +8%
Franklin Resources
33
Franklin Resources
California
$608M +$25M +561,603 +5%
AAMU
34
Amundi Asset Management US
Massachusetts
$583M -$2.8M -62,994 -0.5%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$546M +$3.8M +85,515 +0.7%
Invesco
36
Invesco
Georgia
$518M -$16.1M -361,425 -3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$479M -$17.9M -403,503 -4%
RJA
38
Raymond James & Associates
Florida
$466M +$9.91M +223,002 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$442M +$106M +2,376,003 +33%
ClearBridge Investments
40
ClearBridge Investments
New York
$436M -$22.2M -498,321 -5%
American Century Companies
41
American Century Companies
Missouri
$427M -$56.1M -1,262,334 -12%
CA
42
Cullinan Associates
Kentucky
$425M +$12.8M +287,280 +3%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$413M +$5.53M +124,485 +1%
Prudential Financial
44
Prudential Financial
New Jersey
$410M +$11.5M +257,994 +3%
AQR Capital Management
45
AQR Capital Management
Connecticut
$392M -$78.2M -1,758,174 -17%
Stifel Financial
46
Stifel Financial
Missouri
$382M +$17.7M +397,899 +5%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$381M -$2.28M -51,363 -0.6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$376M -$5.54M -124,509 -2%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$365M +$97.7M +2,198,508 +39%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$365M -$48.7M -1,095,879 -12%

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.