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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
BRM
601
Boston Research & Management
Massachusetts
$6.49M -$166K -3,741 -3%
PFS
602
Physicians Financial Services
North Carolina
$6.49M +$58.7K +1,320 +1%
GWM
603
Geneos Wealth Management
Colorado
$6.48M +$94.7K +2,130 +2%
CCM
604
Covington Capital Management
California
$6.47M +$18.7K +420 +0.3%
SWP
605
Stratos Wealth Partners
Ohio
$6.46M +$696K +15,663 +13%
FPFS
606
First Personal Financial Services
North Carolina
$6.46M -$126K -2,835 -2%
CAM
607
Cresset Asset Management
Illinois
$6.45M +$962K +21,633 +19%
ABC
608
Associated Banc-Corp
Wisconsin
$6.45M -$1.02M -22,986 -14%
NEAM
609
New England Asset Management
Connecticut
$6.44M -$247K -5,550 -4%
SCM
610
Sitrin Capital Management
California
$6.37M +$32.7K +735 +0.5%
CI
611
Cigna Investments
Connecticut
$6.37M -$123K -2,775 -2%
HL
612
HeadInvest LLC
Maine
$6.37M +$86.8K +1,953 +1%
GIM
613
Goelzer Investment Management
Indiana
$6.36M -$89.6K -2,016 -1%
CCMINC
614
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.36M +$16K +360 +0.3%
CIC
615
Carnegie Investment Counsel
Ohio
$6.35M +$3.41M +76,680 +128%
XI
616
XXEC Inc
Oklahoma
$6.34M +$6.18M +139,065 New
EGA
617
Eagle Global Advisors
Texas
$6.34M +$5.09M +114,450 +534%
MPM
618
Meritage Portfolio Management
Kansas
$6.33M +$28.8K +648 +0.5%
VIA
619
Vident Investment Advisory
Georgia
$6.33M +$2.78M +62,631 +86%
BPM
620
Bronson Point Management
Connecticut
$6.3M +$6M +135,000 New
Twin Tree Management
621
Twin Tree Management
Texas
$6.29M +$6M +134,979 New
TFA
622
Toth Financial Advisory
Virginia
$6.29M +$212K +4,776 +4%
SCA
623
Spearhead Capital Advisors
Florida
$6.27M +$80.4K +1,809 +1%
HKIM
624
Hayek Kallen Investment Management
Alabama
$6.24M -$127K -2,856 -2%
RC
625
Roundview Capital
New Jersey
$6.23M -$65.8K -1,479 -1%

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.