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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
US Bancorp
51
US Bancorp
Minnesota
$335M +$1.9M +42,843 +0.6%
Capital World Investors
52
Capital World Investors
California
$332M -$7.2K -162 -0%
Renaissance Technologies
53
Renaissance Technologies
New York
$327M -$723M -16,268,364 -70%
Principal Financial Group
54
Principal Financial Group
Iowa
$315M -$22.9M -514,761 -7%
CS
55
Credit Suisse
Switzerland
$300M -$873K -19,626 -0.3%
Barclays
56
Barclays
United Kingdom
$299M +$163M +3,674,142 +134%
EIP
57
Epoch Investment Partners
New York
$297M -$20.6M -462,687 -7%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$293M +$16M +359,121 +6%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$285M -$9.67M -217,392 -3%
Ensign Peak Advisors
60
Ensign Peak Advisors
Utah
$283M -$23.1M -520,584 -8%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$282M -$7.37M -165,726 -3%
Citigroup
62
Citigroup
New York
$280M +$59.8M +1,346,121 +29%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$276M +$821K +18,462 +0.3%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$269M -$26.8M -601,974 -9%
AG
65
Aperio Group
California
$262M -$4.78M -107,436 -2%
EVM
66
Eaton Vance Management
Massachusetts
$260M +$23.2M +522,546 +10%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$256M -$2.77M -62,385 -1%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$245M -$82.7M -1,860,492 -26%
National Pension Service
69
National Pension Service
South Korea
$231M
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$228M +$3.66M +82,356 +2%
Canada Life
71
Canada Life
Manitoba, Canada
$228M -$1.99M -44,694 -0.9%
AS
72
Altshuler Shaham
Israel
$228M +$216M +4,852,164 +13,728%
Two Sigma Investments
73
Two Sigma Investments
New York
$226M +$216M +4,851,267 New
CGI
74
Comgest Global Investors
France
$222M +$2.21M +49,647 +1%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$219M -$6.71M -150,900 -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.