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Walmart Inc
WMT

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: 97 → 120 (+23)

17% more capital invested

Capital invested by funds: $102B → $119B (+$17.7B)

5% more funds holding

Funds holding: 2,180 → 2,292 (+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

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$518M
2
Morgan Stanley
Morgan Stanley
New York
+$355M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Bank of America
Bank of America
North Carolina
+$250M
5
AS
Altshuler Shaham
Israel
+$216M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$723M
2
GQG Partners
GQG Partners
Florida
-$417M
3
State Street
State Street
Massachusetts
-$318M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
BlackRock
BlackRock
New York
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
826
Shelton Capital Management
Colorado
$3.66M +$134K +3,024 +4%
IC
827
Investment Counsel
Michigan
$3.65M +$6.67K +150 +0.2%
NB
828
NBT Bank
New York
$3.65M +$98.7K +2,220 +3%
CIA
829
Capital Investment Advisors
Georgia
$3.64M -$99.8K -2,244 -3%
KWM
830
Kingsview Wealth Management
Oregon
$3.64M +$682K +15,345 +25%
RCM
831
Radnor Capital Management
Pennsylvania
$3.6M -$49.4K -1,110 -1%
PJSIMP
832
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.59M +$196K +4,410 +6%
CBB
833
Citizens Business Bank
California
$3.59M +$38.7K +870 +1%
FWM
834
Frontier Wealth Management
Missouri
$3.58M +$512K +11,520 +18%
SC
835
Slow Capital
California
$3.58M +$47.9K +1,077 +1%
PFPT
836
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.56M -$42.1K -948 -1%
FCBT
837
First Citizens Bank & Trust
North Carolina
$3.55M -$218K -4,908 -6%
HIP
838
Harrell Investment Partners
Texas
$3.55M -$47.5K -1,068 -1%
CFSG
839
Community Financial Services Group
Vermont
$3.55M -$141K -3,165 -4%
ANTB
840
AMG National Trust Bank
Colorado
$3.55M +$191K +4,305 +6%
BA
841
Birinyi Associates
Connecticut
$3.54M +$153K +3,450 +5%
WIM
842
Waverton Investment Management
United Kingdom
$3.52M +$3.36M +75,600 New
ACM
843
Alpha Capital Management
Texas
$3.5M -$6.27K -141 -0.2%
MHP
844
Manatuck Hill Partners
Connecticut
$3.5M +$3.33M +75,000 New
SM
845
SG3 Management
Puerto Rico
$3.5M +$3.33M +75,000 New
HW
846
Hancock Whitney
Mississippi
$3.49M -$136K -3,063 -4%
O
847
Ossiam
France
$3.49M +$740K +16,650 +29%
BL
848
BFSG LLC
California
$3.48M +$140K +3,150 +4%
WCA
849
Westover Capital Advisors
Delaware
$3.48M +$141K +3,168 +4%
SIM
850
Stratos Investment Management
Ohio
$3.47M +$33.2K +747 +1%
32 33
34
35 36

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.