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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
RP
526
Rowlandmiller & Partners
Georgia
$8.08M +$100K +2,250 +1%
DJSG
527
D.J. St. Germain
Massachusetts
$8.06M -$81.9K -1,842 -1%
S
528
Seeyond
France
$8.04M -$3.43M -77,181 -31%
LSA
529
L & S Advisors
California
$8.04M +$1.1M +24,816 +17%
WAS
530
Wealth Advisory Solutions
Indiana
$8.03M +$2.79M +62,706 +57%
HI
531
HBK Investments
Texas
$8M +$7.62M +171,462 New
TF
532
Tompkins Financial
New York
$7.98M +$92.6K +2,082 +1%
TAIM
533
Te Ahumairangi Investment Management
New Zealand
$7.92M +$7.55M +169,782 New
BFEC
534
Benjamin F. Edwards & Company
Missouri
$7.87M -$8.8K -198 -0.1%
HFS
535
Hantz Financial Services
Michigan
$7.87M -$86.4K -1,944 -1%
Jones Financial Companies
536
Jones Financial Companies
Missouri
$7.86M +$6.55M +147,420 +699%
PGIM
537
Pacific Global Investment Management
California
$7.79M -$180K -4,056 -2%
OSIA
538
O'Shares Investment Advisers
Massachusetts
$7.72M +$5.77M +129,828 +364%
AI
539
Atria Investments
North Carolina
$7.7M +$331K +7,437 +5%
Group One Trading
540
Group One Trading
Illinois
$7.68M +$7.32M +164,619 New
FI
541
FormulaFolio Investments
Michigan
$7.62M +$1.23M +27,594 +20%
DWM
542
Dorchester Wealth Management
Quebec, Canada
$7.58M +$48.7K +1,095 +0.7%
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$7.54M +$14.9K +336 +0.2%
AAM
544
Auxier Asset Management
Oregon
$7.51M -$3.33K -75 -0%
MHIC
545
Marble Harbor Investment Counsel
Massachusetts
$7.5M -$36K -810 -0.5%
CB
546
Cadence Bank
Mississippi
$7.49M +$56K +1,260 +0.8%
PMAM
547
Picton Mahoney Asset Management
Ontario, Canada
$7.44M +$3.2M +71,982 +82%
Mirae Asset Global Investments
548
Mirae Asset Global Investments
South Korea
$7.44M -$1.65M -37,188 -19%
BDS
549
Banco de Sabadell
Florida
$7.42M -$4.94M -111,006 -41%
MCM
550
MAI Capital Management
Ohio
$7.42M -$39.9K -897 -0.6%

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.