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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
FSA
501
Franklin Street Advisors
North Carolina
$8.73M -$45.6K -1,026 -0.5%
ECM
502
Empirical Capital Management
Tennessee
$8.67M +$8.27M +186,000 New
MYAM
503
Meiji Yasuda Asset Management
Japan
$8.66M -$1.32M -29,730 -14%
WIA
504
Wealthstreet Investment Advisors
Texas
$8.66M +$30K +675 +0.4%
OPPTF
505
OPSEU Pension Plan Trust Fund
Ontario, Canada
$8.65M +$808K +18,171 +11%
Lido Advisors
506
Lido Advisors
California
$8.64M +$1.12M +25,236 +16%
WB
507
Webster Bank
Connecticut
$8.63M +$42.4K +954 +0.5%
Westfield Capital Management
508
Westfield Capital Management
Massachusetts
$8.6M -$66.1M -1,485,801 -89%
BBVA
509
Banco Bilbao Vizcaya Argentaria
Spain
$8.6M +$325K +7,320 +4%
CP
510
Cumberland Partners
Ontario, Canada
$8.58M +$38.5K +867 +0.5%
WAM
511
World Asset Management
Michigan
$8.58M -$560K -12,591 -6%
PSUF
512
People's United Financial
Connecticut
$8.57M +$437K +9,828 +6%
LPT
513
Legacy Private Trust
Wisconsin
$8.54M +$162K +3,654 +2%
Connor, Clark & Lunn Investment Management (CC&L)
514
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.49M +$2.34M +52,665 +41%
SWM
515
Segment Wealth Management
Texas
$8.45M +$160K +3,606 +2%
WG
516
Winton Group
United Kingdom
$8.41M -$6.47M -145,416 -45%
TCA
517
Taconic Capital Advisors
New York
$8.39M +$8M +180,000 New
EAM
518
Eagle Asset Management
Florida
$8.33M -$197K -4,431 -2%
AAM
519
Advisors Asset Management
Colorado
$8.27M +$2.09M +47,016 +36%
CM
520
Churchill Management
California
$8.21M -$398K -8,949 -5%
CHC
521
City Holding Co
West Virginia
$8.19M +$510K +11,460 +7%
GP
522
Greenline Partners
New York
$8.13M +$3.84M +86,328 +98%
B
523
Barings
North Carolina
$8.12M +$2.78M +62,514 +56%
FMC
524
First Merchants Corp
Indiana
$8.11M +$257K +5,775 +3%
BL
525
BCWM LLC
Kansas
$8.09M +$9.47K +213 +0.1%

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.