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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
BHWM
651
Bar Harbor Wealth Management
New Hampshire
$5.71M -$21.3K -480 -0.4%
IG
652
ING Group
Netherlands
$5.67M +$4.77M +107,346 +750%
JWM
653
JGP Wealth Management
Oregon
$5.67M -$5.2K -117 -0.1%
CAC
654
Core Alternative Capital
Georgia
$5.66M -$880K -19,791 -14%
CK
655
Cohen Klingenstein
New York
$5.64M
PCM
656
Penserra Capital Management
California
$5.62M +$3.3M +74,292 +161%
CIA
657
Covington Investment Advisors
Pennsylvania
$5.6M +$54.7K +1,230 +1%
WCM
658
Wedge Capital Management
North Carolina
$5.6M -$995K -22,389 -16%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$5.6M
NM
660
NWI Management
New York
$5.6M +$5.34M +120,000 New
AWP
661
Ascent Wealth Partners
New York
$5.57M +$85.9K +1,932 +2%
PCIA
662
Prime Capital Investment Advisors
Kansas
$5.56M +$235K +5,277 +4%
EWM
663
Executive Wealth Management
Michigan
$5.56M +$209K +4,692 +4%
WCM
664
Weik Capital Management
Pennsylvania
$5.55M -$26.7K -600 -0.5%
HZ
665
Hixon Zuercher
Ohio
$5.54M +$81.1K +1,824 +2%
AM
666
Atwater Malick
Pennsylvania
$5.53M +$153K +3,444 +3%
BIM
667
Bridges Investment Management
Nebraska
$5.5M -$12.7K -285 -0.2%
CB
668
Community Bank
New York
$5.49M -$36.1K -813 -0.7%
AAS
669
Annex Advisory Services
Wisconsin
$5.49M -$46.4K -1,044 -0.9%
HC
670
Hendley & Co
Ohio
$5.48M +$5.22M +117,501 New
VV
671
Verity & Verity
South Carolina
$5.47M +$118K +2,649 +2%
AIA
672
Allied Investment Advisors
Montana
$5.46M -$115K -2,580 -2%
CI
673
CX Institutional
Indiana
$5.46M +$1.03M +23,118 +25%
EWM
674
Evercore Wealth Management
New York
$5.45M +$1.41M +31,809 +37%
WTC
675
WhitTier Trust Company
Nevada
$5.44M -$21.3K -480 -0.4%

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.