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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
CWM
176
CIBC World Markets
New York
$61.9M +$37.8M +849,684 +178%
AIG
177
American International Group
New York
$61.4M -$3.33M -75,006 -5%
Man Group
178
Man Group
United Kingdom
$60.9M +$4.51M +101,496 +8%
ASRS
179
Arizona State Retirement System
Arizona
$60.3M +$13M +292,980 +29%
SI
180
Stephens Inc
Arkansas
$59.1M +$737K +16,575 +1%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$55.9M +$730K +16,413 +1%
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$55.7M -$8.77M -197,193 -14%
Marshall Wace
183
Marshall Wace
United Kingdom
$55.4M -$30.1M -676,260 -36%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$55.2M -$582K -13,101 -1%
AII
185
AGF Investments Inc
Ontario, Canada
$54.7M +$896K +20,157 +2%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$53.7M +$106K +2,388 +0.2%
KeyBank National Association
187
KeyBank National Association
Ohio
$53.2M +$385K +8,664 +0.8%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$50.9M +$1.12M +25,212 +2%
EHC
189
Everett Harris & Co
California
$50.4M -$353K -7,932 -0.7%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$49.9M +$26.3M +591,249 +123%
IC
191
Inverness Counsel
New York
$49.6M +$9.07M +203,901 +24%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$49.6M -$3.57M -80,220 -7%
SOMRS
193
State of Michigan Retirement System
Michigan
$49.6M -$974K -21,900 -2%
Mariner
194
Mariner
Kansas
$49.3M +$2.4M +53,964 +5%
AA
195
ALPS Advisors
Colorado
$49.3M +$7.87K +177 +0%
MIM
196
MetLife Investment Management
New Jersey
$49.3M -$2.44M -54,822 -5%
MSL
197
Mackay Shields LLC
New York
$49M -$1.37M -30,828 -3%
GIBU
198
Gulf International Bank (UK)
United Kingdom
$47.8M -$404K -9,078 -0.9%
FCIM
199
Fairview Capital Investment Management
California
$46.4M -$914K -20,562 -2%
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$45.9M +$14.1K +318 +0%

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.