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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
CCM
726
Chickasaw Capital Management
Tennessee
$4.7M +$9.34K +210 +0.2%
LA
727
LVW Advisors
New York
$4.69M -$115K -2,580 -2%
APA
728
American Portfolios Advisors
New York
$4.68M +$727K +16,341 +19%
CIP
729
Convergence Investment Partners
Florida
$4.65M +$102K +2,286 +2%
CRB
730
Chad R. Baker
$4.62M
BSW
731
Buckingham Strategic Wealth
Missouri
$4.61M -$82.6K -1,857 -2%
OBGC
732
O'Brien Greene & Co
Pennsylvania
$4.6M -$102K -2,289 -2%
BB
733
Busey Bank
Illinois
$4.59M -$53.4K -1,200 -1%
PC
734
Pecaut & Co
Iowa
$4.58M +$4.37M +98,220 New
Verition Fund Management
735
Verition Fund Management
Connecticut
$4.57M +$2.02M +45,534 +87%
GJIC
736
Gamble Jones Investment Counsel
California
$4.54M +$228K +5,121 +6%
MYLI
737
Meiji Yasuda Life Insurance
Japan
$4.52M +$645K +14,496 +18%
BA
738
Baugh & Associates
Georgia
$4.52M -$49.9K -1,122 -1%
PAI
739
Pittenger & Anderson Inc
Nebraska
$4.51M +$121K +2,715 +3%
WDA
740
Wendell David Associates
New Hampshire
$4.49M
TPCW
741
TD Private Client Wealth
New York
$4.49M +$104K +2,349 +3%
MIG
742
McGuire Investment Group
Rhode Island
$4.48M +$57.9K +1,302 +1%
AF
743
Arrow Financial
New York
$4.45M -$38.9K -876 -0.9%
ACA
744
Aptus Capital Advisors
Alabama
$4.43M +$121K +2,712 +3%
KPWS
745
Kestra Private Wealth Services
Texas
$4.43M +$4.23M +95,046 New
QP
746
Quilter Plc
United Kingdom
$4.43M -$153K -3,438 -3%
GIA
747
GHP Investment Advisors
Colorado
$4.43M +$163K +3,663 +4%
HAG
748
HighPoint Advisor Group
Illinois
$4.43M +$159K +3,576 +4%
GT
749
Greenleaf Trust
Michigan
$4.42M -$85.2K -1,917 -2%
FM
750
Family Management
New York
$4.42M +$204K +4,590 +5%

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.