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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
KRS
426
Kentucky Retirement Systems
Kentucky
$11.4M +$310K +6,966 +3%
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$11.3M +$8.48M +190,821 +367%
FWCM
428
Ferguson Wellman Capital Management
Oregon
$11.3M +$277K +6,228 +3%
FTC
429
Farmers Trust Company
Ohio
$11.3M -$306K -6,888 -3%
CGH
430
Crossmark Global Holdings
Texas
$11.3M -$8.4M -188,880 -44%
LDB
431
Lee, Danner & Bass
Tennessee
$11.3M +$237K +5,325 +2%
FNT
432
First National Trust
Pennsylvania
$11.3M -$153K -3,438 -1%
WM
433
WS Management
Florida
$11.3M
SPC
434
Sigma Planning Corp
Michigan
$11.2M +$2.95M +66,321 +38%
NWM
435
Nicola Wealth Management
British Columbia, Canada
$11.1M -$1.07M -24,000 -9%
BCM
436
Buckhead Capital Management
Georgia
$11.1M +$42.3K +951 +0.4%
AB
437
Amalgamated Bank
New York
$11.1M -$264K -5,949 -2%
KWILP
438
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.1M -$6.37M -143,331 -38%
SCM
439
SKBA Capital Management
California
$11M -$2.4M -54,000 -19%
Wolverine Trading
440
Wolverine Trading
Illinois
$11M +$7.25M +163,140 +212%
MC
441
Moors & Cabot
Massachusetts
$11M +$1.15M +25,902 +12%
JMFC
442
J.M. Forbes & Co
Massachusetts
$10.9M +$80.7K +1,815 +0.8%
ASN
443
Advisory Services Network
Georgia
$10.9M -$1.24M -27,894 -11%
ANBT
444
American National Bank & Trust
Texas
$10.9M +$425K +9,561 +4%
SIM
445
Sonora Investment Management
Arizona
$10.8M +$260K +5,850 +3%
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$10.8M +$149K +3,345 +1%
HI
447
Hoey Investments
Pennsylvania
$10.8M +$3M +67,509 +41%
ACP
448
Ashfield Capital Partners
California
$10.8M -$54.7K -1,230 -0.5%
MAM
449
Mastrapasqua Asset Management
Tennessee
$10.7M +$208K +4,680 +2%
SW
450
SVB Wealth
Massachusetts
$10.7M +$773K +17,391 +8%

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.