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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
BRCM
551
Bright Rock Capital Management
Massachusetts
$7.42M
CBN
552
Cadence Bank NA
Texas
$7.41M -$54.6K -1,227 -0.8%
MPWT
553
MassMutual Private Wealth & Trust
Connecticut
$7.39M +$1.48M +33,282 +27%
SGK
554
Steigerwald Gordon & Koch
Virginia
$7.38M +$1.32M +29,625 +23%
MIM
555
Marco Investment Management
Georgia
$7.35M +$102K +2,295 +1%
AWM
556
Altavista Wealth Management
North Carolina
$7.34M -$271K -6,099 -4%
FAT
557
First American Trust
California
$7.33M +$414K +9,309 +6%
VWA
558
Visionary Wealth Advisors
Illinois
$7.33M -$4.54K -102 -0.1%
MMA
559
Miracle Mile Advisors
California
$7.32M -$1.46M -32,799 -17%
LG
560
Leuthold Group
Minnesota
$7.31M -$143K -3,219 -2%
ECM
561
ExodusPoint Capital Management
New York
$7.31M +$3.53M +79,383 +103%
PTC
562
Petrus Trust Company
Texas
$7.29M
DAC
563
Dividend Assets Capital
South Carolina
$7.25M -$162K -3,633 -2%
CCG
564
Cypress Capital Group
Florida
$7.25M +$220K +4,959 +3%
RC
565
RBF Capital
California
$7.24M +$267K +6,000 +4%
WPC
566
Waters Parkerson & Co
Louisiana
$7.21M -$72K -1,620 -1%
MM
567
Meridian Management
Arkansas
$7.2M -$23.3K -525 -0.3%
GL
568
Graypoint LLC
New York
$7.2M +$421K +9,465 +7%
FFWA
569
FRG Family Wealth Advisors
Washington
$7.18M +$76K +1,710 +1%
LIM
570
Leavell Investment Management
Alabama
$7.16M +$160K +3,606 +2%
SS
571
Simplicity Solutions
Minnesota
$7.15M +$595K +13,374 +10%
GF
572
Gabelli Funds
New York
$7.13M -$133K -3,000 -2%
AAA
573
Adams Asset Advisors
Texas
$7.11M
WMSA
574
Weiss Multi-Strategy Advisers
New York
$7.05M +$6.72M +151,125 New
SCA
575
Stonebridge Capital Advisors
Minnesota
$7.03M -$127K -2,859 -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.