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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$209M +$5.44M +122,382 +3%
WRF
77
Waddell & Reed Financial
Kansas
$197M -$45.8M -1,030,953 -20%
BA
78
Bridgewater Associates
Connecticut
$195M +$186M +4,182,561 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$191M -$99.1M -2,229,171 -35%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$191M -$5.08M -114,198 -3%
Fidelity International
81
Fidelity International
Bermuda
$183M -$31M -698,133 -15%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$182M -$15.6M -351,000 -8%
Jennison Associates
83
Jennison Associates
New York
$179M +$4.38M +98,445 +3%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$178M -$2.29M -51,615 -1%
PAM
85
Panagora Asset Management
Massachusetts
$177M +$3.74M +84,018 +2%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$177M +$75.1M +1,689,642 +81%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$173M +$1.12M +25,188 +0.7%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$172M +$11.2M +251,673 +7%
Truist Financial
89
Truist Financial
North Carolina
$170M -$957K -21,531 -0.6%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$164M -$7.23M -162,636 -4%
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$162M -$26.6M -598,449 -15%
KBC Group
92
KBC Group
Belgium
$162M +$13.7M +307,740 +10%
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$159M +$27.4M +615,738 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
94
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$157M +$11.1M +250,200 +8%
RPI
95
Railway Pension Investments
United Kingdom
$157M +$3.19M +71,700 +2%
DZ Bank
96
DZ Bank
Germany
$150M +$10.6M +238,215 +8%
LSV Asset Management
97
LSV Asset Management
Illinois
$150M -$1.17M -26,400 -0.8%
ProShare Advisors
98
ProShare Advisors
Maryland
$147M +$4.62M +103,809 +3%
First Trust Advisors
99
First Trust Advisors
Illinois
$147M +$22.1M +497,424 +19%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$146M -$14.7M -330,594 -10%

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.