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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
BG
676
Bahl & Gaynor
Ohio
$5.43M -$33.3K -750 -0.6%
TEE
677
Tibra Equities Europe
United Kingdom
$5.43M +$5.18M +116,400 New
SC
678
Samlyn Capital
New York
$5.42M +$5.16M +116,121 New
LWANC
679
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.41M -$46.4K -1,044 -0.9%
MCM
680
Mattern Capital Management
Colorado
$5.41M +$67.1K +1,509 +1%
FMBTD
681
First Midwest Bank Trust Division
Illinois
$5.41M +$346K +7,773 +7%
AAMA
682
Advanced Asset Management Advisors
Ohio
$5.39M
AF
683
Alerus Financial
North Dakota
$5.33M +$2.29M +51,423 +82%
AWM
684
Avitas Wealth Management
California
$5.33M +$46.4K +1,044 +0.9%
NB
685
Northwest Bancshares
Pennsylvania
$5.3M -$441K -9,930 -8%
FNBOMD
686
First National Bank of Mount Dora
Florida
$5.29M +$88.7K +1,995 +2%
6M
687
6 Meridian
Kansas
$5.28M -$1.52M -34,089 -23%
S
688
SignatureFD
Georgia
$5.26M +$1.93M +43,389 +62%
ECM
689
Everence Capital Management
Indiana
$5.24M +$10.7K +240 +0.2%
SFA
690
Sequoia Financial Advisors
Ohio
$5.23M +$137K +3,090 +3%
GG
691
Gofen & Glossberg
Illinois
$5.21M +$481K +10,824 +11%
WC
692
Woodstock Corp
Massachusetts
$5.2M +$26.7K +600 +0.5%
BCI
693
Brinker Capital Investments
Pennsylvania
$5.19M +$4.95M +111,285 New
PWAP
694
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.18M +$77.1K +1,734 +2%
SCM
695
Silvant Capital Management
Georgia
$5.17M -$83.1K -1,869 -2%
PBC
696
Pavion Blue Capital
California
$5.13M -$27.6K -621 -0.6%
AHC
697
Adell Harriman & Carpenter
Texas
$5.13M +$1.41M +31,665 +40%
KRSITF
698
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.1M +$219K +4,926 +5%
GFA
699
Gifford Fong Associates
California
$5.09M
QIM
700
Quantitative Investment Management
Virginia
$5.09M -$7.67M -172,482 -61%

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.