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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
BP
851
Ballentine Partners
Massachusetts
$3.44M -$480K -10,797 -13%
RG
852
Rikoon Group
New Mexico
$3.44M +$28.8K +648 +0.9%
TYCC
853
Texas Yale Capital Corp
Florida
$3.43M -$19.5K -438 -0.6%
LHC
854
Little House Capital
Massachusetts
$3.42M +$24.4K +549 +0.8%
CCT
855
Capital City Trust
Florida
$3.42M +$31.5K +708 +1%
PAMG
856
Patton Albertson Miller Group
Tennessee
$3.42M -$192K -4,320 -6%
BFA
857
Brendel Financial Advisors
New Hampshire
$3.41M +$293K +6,585 +10%
HCM
858
Hutner Capital Management
Vermont
$3.4M +$31.6K +711 +1%
WSTAM
859
Wilbanks Smith & Thomas Asset Management
Virginia
$3.4M -$10.3K -231 -0.3%
TGAM
860
TBH Global Asset Management
Tennessee
$3.39M +$55.9K +1,257 +2%
ST
861
Somerset Trust
Pennsylvania
$3.39M +$73.8K +1,659 +2%
PTC
862
Private Trust Company
Ohio
$3.38M +$1.2M +27,027 +59%
RWM
863
RBA Wealth Management
California
$3.38M +$18.4K +414 +0.6%
CNBTD
864
Citizens National Bank Trust Department
Mississippi
$3.37M
SFG
865
SevenBridge Financial Group
Pennsylvania
$3.37M -$15.6K -351 -0.5%
HW
866
Hedeker Wealth
Illinois
$3.35M +$1.26M +28,410 +65%
MCM
867
Mitchell Capital Management
Kansas
$3.35M +$134K +3,009 +4%
IFAM
868
Institutional & Family Asset Management
Colorado
$3.33M -$229K -5,148 -7%
WIA
869
World Investment Advisors
California
$3.33M
JWCA
870
J.W. Coons Advisors
Ohio
$3.33M -$65K -1,461 -2%
MA
871
Mutual Advisors
Nebraska
$3.32M +$106K +2,379 +3%
AIM
872
Aspen Investment Management
Michigan
$3.3M +$79K +1,776 +3%
HC
873
Hourglass Capital
Texas
$3.3M -$40K -900 -1%
CCM
874
Crossvault Capital Management
Texas
$3.29M +$262K +5,895 +9%
RMAM
875
Raab & Moskowitz Asset Management
New Jersey
$3.28M -$96.7K -2,175 -3%

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.