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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.6B -$298M -6,711,069 -2%
BlackRock
2
BlackRock
New York
$12.2B -$176M -3,947,961 -1%
State Street
3
State Street
Massachusetts
$9.43B -$318M -7,150,482 -3%
Bank of America
4
Bank of America
North Carolina
$3.22B +$250M +5,631,294 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.04B +$320M +7,188,036 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.95B -$21.6M -484,857 -0.8%
Northern Trust
7
Northern Trust
Illinois
$2.32B -$17.6M -395,424 -0.8%
Norges Bank
8
Norges Bank
Norway
$2.31B +$518M +11,655,579 +31%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$2.06B
Morgan Stanley
10
Morgan Stanley
New York
$1.81B +$355M +7,987,797 +26%
Wells Fargo
11
Wells Fargo
California
$1.74B +$40.2M +904,797 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.63B -$10.8M -241,944 -0.7%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$1.62B
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.59B +$38.6M +867,288 +3%
N
15
Nuveen
North Carolina
$1.47B +$215M +4,840,401 +18%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.38B -$25.1M -565,458 -2%
Charles Schwab
17
Charles Schwab
California
$1.34B -$55M -1,238,163 -4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.22B +$28.1M +631,200 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.17B -$54.9M -1,233,816 -5%
Goldman Sachs
20
Goldman Sachs
New York
$1.16B +$111M +2,498,106 +11%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.1B +$93.3M +2,097,672 +10%
PI
22
Putnam Investments
Massachusetts
$932M +$10.2M +229,521 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$917M -$89.1M -2,003,442 -9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$916M +$129M +2,906,283 +17%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$907M +$13.6M +305,403 +2%

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.