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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
AC
701
Allstate Corporation
Illinois
$5.07M -$694K -15,606 -13%
DT
702
Diversified Trust
Tennessee
$5.07M +$1.02M +22,911 +27%
MIAN
703
Mariner Independent Advisor Network
Kansas
$5.07M +$1.48M +33,255 +44%
TLP
704
Trinity Legacy Partners
Texas
$5.05M -$41.2K -927 -0.9%
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$5.03M -$15.5K -348 -0.3%
SEC
706
Seven Eight Capital
New York
$5.03M +$4.79M +107,820 New
RIM
707
Redpoint Investment Management
Australia
$5.02M -$6.54M -147,123 -58%
RGI
708
River Global Investors
United Kingdom
$5.01M -$80K -1,800 -2%
CS
709
Comerica Securities
Michigan
$4.99M -$1.15M -25,830 -19%
B
710
Bellecapital
Switzerland
$4.97M +$1.78M +40,128 +60%
FFA
711
Fragasso Financial Advisors
Pennsylvania
$4.95M +$83.6K +1,881 +2%
AIC
712
Argus Investors Counsel
New York
$4.95M +$240K +5,400 +5%
RIL
713
Rothschild Investment LLC
Illinois
$4.94M +$4.67K +105 +0.1%
AFWM
714
AMJ Financial Wealth Management
Virginia
$4.92M -$374K -8,403 -7%
IAS
715
Investment Advisory Services
Texas
$4.92M +$18.9K +426 +0.4%
BIMC
716
Benson Investment Management Company
Virginia
$4.92M -$15.3K -345 -0.3%
ISL
717
Ingalls & Snyder LLC
New York
$4.92M -$169K -3,798 -3%
PP
718
Patten & Patten
Tennessee
$4.9M +$164K +3,678 +4%
Cetera Investment Advisers
719
Cetera Investment Advisers
Illinois
$4.89M +$49.6K +1,116 +1%
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$4.78M -$22.8K -513 -0.5%
BAM
721
Belpointe Asset Management
Nevada
$4.78M +$3.39M +76,266 +290%
ECM
722
Estabrook Capital Management
New York
$4.78M -$162K -3,648 -3%
SW
723
SlateStone Wealth
Florida
$4.77M -$73.9K -1,662 -2%
HCM
724
Horrell Capital Management
Arkansas
$4.72M +$16.5K +372 +0.4%
SF
725
Symphony Financial
Texas
$4.71M +$259K +5,835 +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.