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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
MSWM
626
Mader & Shannon Wealth Management
Missouri
$6.19M +$79.1K +1,779 +1%
JWCA
627
J.W. Cole Advisors
Florida
$6.13M +$3.08M +69,327 +112%
TW
628
Transform Wealth
Colorado
$6.1M +$213K +4,782 +4%
CTA
629
Carillon Tower Advisers
Florida
$6.03M -$440K -9,900 -7%
FIB
630
First Interstate Bank
Montana
$6.01M -$1.06M -23,769 -16%
V
631
Veritable
Delaware
$6M -$59.8K -1,344 -1%
CTA
632
Colonial Trust Advisors
South Carolina
$5.98M +$219K +4,923 +4%
BOTW
633
Bank of the West
California
$5.96M +$607K +13,653 +12%
HC
634
HNP Capital
New York
$5.94M -$339K -7,635 -6%
MCA
635
Mercer Capital Advisers
New Jersey
$5.94M +$107K +2,403 +2%
ACS
636
Archford Capital Strategies
Illinois
$5.92M +$185K +4,167 +3%
JCM
637
Jacobi Capital Management
Pennsylvania
$5.92M -$36.3K -816 -0.6%
OIM
638
Opus Investment Management
Massachusetts
$5.88M
CT
639
Caldwell Trust
Florida
$5.86M -$123K -2,763 -2%
RBA
640
Richard Bernstein Advisors
New York
$5.85M
BDF
641
Balasa Dinverno & Foltz
$5.83M -$2.4K -54 -0%
GCA
642
Greenwood Capital Associates
South Carolina
$5.81M -$2M -44,952 -27%
AMI
643
Amica Mutual Insurance
Rhode Island
$5.77M -$971K -21,831 -15%
PWW
644
Pettyjohn Wood & White
Virginia
$5.76M +$168K +3,786 +3%
MWM
645
Marietta Wealth Management
Georgia
$5.75M +$355K +7,986 +7%
First Manhattan
646
First Manhattan
New York
$5.75M -$865K -19,461 -14%
SP
647
Symmetry Partners
Connecticut
$5.73M +$1.8M +40,383 +49%
GAM
648
Griffin Asset Management
New York
$5.73M -$392K -8,808 -7%
HCM
649
Hodges Capital Management
Texas
$5.71M +$1.29M +28,980 +31%
VRM
650
Vectors Research Management
New York
$5.71M -$331K -7,446 -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.