We are live on ! Find out more
WMT icon

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
Creative Planning
201
Creative Planning
Kansas
$45.7M +$2.29M +51,396 +6%
CB
202
Commerce Bank
Missouri
$45.6M +$136K +3,069 +0.3%
Federated Hermes
203
Federated Hermes
Pennsylvania
$45.4M -$1.2M -26,949 -3%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9M +$2.64M +59,421 +7%
SFM
205
Stack Financial Management
Montana
$44.6M +$934K +21,012 +2%
NIPH
206
NN Investment Partners Holdings
Netherlands
$44.4M -$5.36M -120,636 -11%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$43.6M +$9.54M +214,482 +30%
SRIM
208
Saratoga Research & Investment Management
California
$43M -$2.02M -45,327 -5%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$42.8M +$277K +6,234 +0.7%
BCM
210
Becker Capital Management
Oregon
$41.3M -$1.41M -31,701 -3%
DILIC
211
Dai-ichi Life Insurance Company
Japan
$39.9M +$6.23M +140,064 +20%
BHC
212
Bowen Hanes & Co
Florida
$39.2M -$98K -2,205 -0.3%
CCM
213
Compass Capital Management
Minnesota
$39.2M +$1.08M +24,231 +3%
TAM
214
Tocqueville Asset Management
New York
$38.7M -$386K -8,673 -1%
URS
215
Utah Retirement Systems
Utah
$37.4M +$240K +5,400 +0.7%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$37.2M -$84.2K -1,893 -0.2%
WorldQuant Millennium Advisors
217
WorldQuant Millennium Advisors
New York
$37.1M +$463K +10,416 +1%
Nordea Investment Management
218
Nordea Investment Management
Sweden
$37M -$104M -2,328,108 -74%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$36.7M -$1.69M -37,995 -5%
TPSF
220
Texas Permanent School Fund
Texas
$36.5M +$1.54M +34,605 +5%
M&T Bank
221
M&T Bank
New York
$36.4M -$208K -4,686 -0.6%
AIMCA
222
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.3M -$11.7M -262,500 -25%
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$36.3M +$24.9M +559,362 +257%
MSE
224
MUFG Securities EMEA
United Kingdom
$35.7M -$18.5M -415,002 -35%
BCM
225
Bridgeway Capital Management
Texas
$35.4M -$11.6M -259,800 -25%

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.