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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
BOH
801
Bank of Hawaii
Hawaii
$3.89M -$126K -2,823 -3%
VPIM
802
Vanguard Personalized Indexing Management
California
$3.89M +$249K +5,595 +7%
RMSCM
803
R.M. Sincerbeaux Capital Management
New York
$3.88M -$53.4K -1,200 -1%
DIS
804
Diversified Investment Strategies
Louisiana
$3.87M -$24.7K -555 -0.7%
CWM
805
Cordatus Wealth Management
Pennsylvania
$3.87M -$42.7K -960 -1%
LNC
806
Lincoln National Corp
Pennsylvania
$3.87M +$928K +20,883 +34%
NMIFOAC
807
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.87M
MHS
808
M Holdings Securities
Oregon
$3.85M +$134K +3,018 +4%
Wealth Enhancement Advisory Services
809
Wealth Enhancement Advisory Services
Minnesota
$3.85M -$8.54K -192 -0.2%
WCM
810
Windward Capital Management
California
$3.84M +$25.5K +573 +0.7%
HCM
811
Hall Capital Management
Rhode Island
$3.84M +$114K +2,562 +3%
CAI
812
Capital Advisors Inc
Oklahoma
$3.83M +$442K +9,948 +14%
SAM
813
Silvercrest Asset Management
New York
$3.82M +$272K +6,123 +8%
SCP
814
Silverleafe Capital Partners
Tennessee
$3.81M -$2.6M -58,536 -42%
EAM
815
Exane Asset Management
France
$3.81M -$3.86M -86,892 -52%
QFA
816
Quattro Financial Advisors
Texas
$3.8M +$1.73M +38,931 +97%
AIP
817
Ameritas Investment Partners
Nebraska
$3.78M -$111K -2,493 -3%
SMG
818
Spectrum Management Group
Indiana
$3.77M +$47.8K +1,074 +1%
CAL
819
Capital Analysts LLC
Pennsylvania
$3.77M -$206K -4,638 -5%
AAM
820
AR Asset Management
California
$3.75M
IC
821
Inscription Capital
Texas
$3.73M -$5.6K -126 -0.2%
QIM
822
Quest Investment Management
Oregon
$3.72M +$304K +6,840 +9%
APSI
823
Asset Planning Services Inc
Louisiana
$3.71M +$370K +8,325 +12%
AIM
824
Acropolis Investment Management
Missouri
$3.69M +$20.1K +453 +0.6%
JFL
825
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.69M -$7.34K -165 -0.2%

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.