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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
PAS
776
Park Avenue Securities
New York
$4.16M +$552K +12,408 +16%
BIM
777
Bridgecreek Investment Management
Oklahoma
$4.16M +$18.7K +420 +0.5%
LWCFA
778
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.16M +$18.7K +420 +0.5%
CWM
779
Cornerstone Wealth Management
Missouri
$4.15M +$382K +8,601 +11%
ST
780
Spinnaker Trust
Maine
$4.13M -$65.2K -1,467 -2%
WKWM
781
Walter & Keenan Wealth Management
Indiana
$4.12M -$33.3K -750 -0.8%
CCM
782
Coldstream Capital Management
Washington
$4.09M +$50.2K +1,128 +1%
RIM
783
Reliant Investment Management
Tennessee
$4.06M +$316K +7,113 +9%
VFA
784
Valeo Financial Advisors
Indiana
$4.04M -$39.3K -885 -1%
ECML
785
Eagle Capital Management (Louisiana)
Louisiana
$4.03M +$2.93K +66 +0.1%
BNP Paribas Asset Management
786
BNP Paribas Asset Management
France
$4.03M -$194K -4,365 -5%
HCM
787
Huber Capital Management
California
$4.01M -$9.83M -221,100 -72%
PT
788
Plimoth Trust
Massachusetts
$4.01M +$107K +2,406 +3%
SAM
789
SignalPoint Asset Management
Missouri
$4M -$17.9K -402 -0.5%
SCM
790
Schnieders Capital Management
California
$3.99M +$260K +5,850 +7%
BB
791
Berkshire Bank
Massachusetts
$3.99M +$3.81M +85,587 New
RFM
792
Royal Fund Management
Florida
$3.98M +$370K +8,316 +11%
CCT
793
Chemung Canal Trust
New York
$3.97M -$114K -2,574 -3%
HB
794
Homrich & Berg
Georgia
$3.96M +$342K +7,689 +10%
SAM
795
Strategy Asset Managers
California
$3.92M -$7.6K -171 -0.2%
FMB
796
Field & Main Bank
Kentucky
$3.92M -$29.3K -660 -0.8%
SLI
797
Sumitomo Life Insurance
Japan
$3.9M -$282K -6,342 -7%
EF
798
Exeter Financial
Arizona
$3.89M -$9.2K -207 -0.2%
NAM
799
NorthCoast Asset Management
Connecticut
$3.89M +$158K +3,558 +4%
HVIA
800
Hudson Valley Investment Advisors
New York
$3.89M -$27.9K -627 -0.7%

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.