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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
CCT
301
Country Club Trust
Missouri
$22.1M -$148K -3,330 -0.7%
JIC
302
Johnson Investment Counsel
Ohio
$22M -$2.09M -47,076 -9%
CCMG
303
Clark Capital Management Group
Pennsylvania
$22M -$323K -7,272 -2%
MIH
304
Meitav Investment House
Israel
$21.6M +$19.6M +439,911 +1,813%
DAM
305
Delta Asset Management
Tennessee
$21.3M -$158K -3,555 -0.8%
AWM
306
AE Wealth Management
Kansas
$21.3M +$914K +20,568 +5%
VI
307
Vestcor Inc
New Brunswick, Canada
$21.2M -$1.01M -22,686 -5%
ADEF
308
Adams Diversified Equity Fund
Maryland
$21.1M +$6.68M +150,300 +50%
HP
309
Hosking Partners
United Kingdom
$21M -$2.2M -49,449 -10%
EB
310
Eastern Bank
Massachusetts
$20.9M +$261K +5,877 +1%
GC
311
Guggenheim Capital
Illinois
$20.8M -$2.36M -52,992 -11%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$20.7M -$1.13M -25,473 -5%
RT
313
Rockland Trust
Massachusetts
$20.4M -$570K -12,822 -3%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$20.1M -$74K -1,665 -0.4%
BC
315
Bartlett & Co
Ohio
$20.1M -$20.7K -465 -0.1%
KIA
316
KCM Investment Advisors
California
$20M +$1.73M +38,919 +10%
GHA
317
GW Henssler & Associates
Georgia
$20M -$582K -13,089 -3%
ACM
318
Azimuth Capital Management
Michigan
$19.8M -$378K -8,505 -2%
MNBTD
319
Moody National Bank Trust Division
Texas
$19.8M -$9.34K -210 -0%
AWM
320
Absher Wealth Management
North Carolina
$19.8M -$127K -2,850 -0.7%
DIA
321
Dana Investment Advisors
Wisconsin
$19.7M -$585K -13,149 -3%
NB
322
Norinchukin Bank
Japan
$19.6M -$157K -3,534 -0.8%
SIC
323
Salem Investment Counselors
North Carolina
$19.6M -$120K -2,691 -0.6%
ACI
324
Alpha Cubed Investments
California
$19.4M +$6.64M +149,274 +56%
RJT
325
Raymond James Trust
Florida
$19.3M +$585K +13,155 +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.