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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
MCM
476
Monarch Capital Management
Indiana
$9.84M -$195K -4,383 -2%
FNBOO
477
First National Bank of Omaha
Nebraska
$9.8M -$2.08M -46,821 -18%
VWM
478
Venturi Wealth Management
Texas
$9.72M +$173K +3,885 +2%
FBP
479
Flippin Bruce & Porter
Virginia
$9.61M -$566K -12,726 -6%
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$9.57M -$521K -11,721 -5%
WCM
481
Whitener Capital Management
North Carolina
$9.55M -$227K -5,100 -2%
FMWA
482
Forvis Mazars Wealth Advisors
Missouri
$9.38M +$219K +4,926 +3%
ETC
483
Exchange Traded Concepts
Oklahoma
$9.33M -$2.43M -54,744 -21%
NMIMC
484
Northwestern Mutual Investment Management Company
Wisconsin
$9.32M
QC
485
Quadrature Capital
United Kingdom
$9.31M +$8.87M +199,599 New
Cerity Partners
486
Cerity Partners
New York
$9.21M +$887K +19,959 +11%
DY
487
Dowling & Yahnke
California
$9.19M +$365K +8,205 +4%
AIM
488
Achmea Investment Management
Netherlands
$9.17M +$8.74M +196,575 New
LBC
489
Lowe Brockenbrough & Co
Virginia
$9.09M -$179K -4,032 -2%
UR
490
USCA RIA
Texas
$9.08M -$29.3K -660 -0.3%
AIM
491
Aigen Investment Management
New York
$9.05M +$8.63M +194,094 New
CWM
492
Calamos Wealth Management
Illinois
$9.05M +$87.8K +1,974 +1%
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$9.04M +$4.21M +94,722 +96%
DWM
494
Dakota Wealth Management
Florida
$9.02M +$89.6K +2,016 +1%
EWM
495
Edge Wealth Management
New York
$8.98M +$57.6K +1,296 +0.7%
FAB
496
First American Bank
Illinois
$8.96M -$89.4K -2,010 -1%
BC
497
Burney Company
Virginia
$8.92M -$815K -18,321 -9%
HT
498
HighTower Trust
Texas
$8.91M -$651K -14,652 -7%
KWMG
499
King Wealth Management Group
Florida
$8.88M +$625K +14,049 +8%
TRCT
500
Tower Research Capital (TRC)
New York
$8.81M +$5.25M +118,089 +166%

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.