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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
APP
876
Avantax Planning Partners
Iowa
$3.27M -$63.4K -1,425 -2%
KIG
877
Kessler Investment Group
Indiana
$3.27M +$3.11M +70,005 New
BCFS
878
Butensky & Cohen Financial Security
Florida
$3.25M -$123K -2,763 -4%
BWM
879
BerganKDV Wealth Management
Minnesota
$3.23M +$43.9K +987 +1%
PHS
880
Pekin Hardy Strauss
Illinois
$3.23M +$211K +4,755 +7%
RMC
881
Resources Management Corp
Connecticut
$3.23M +$161K +3,615 +6%
MAFM
882
Mid Atlantic Financial Management
Pennsylvania
$3.23M +$25.1K +564 +0.8%
VWA
883
V Wealth Advisors
Kansas
$3.22M -$797K -17,937 -21%
IA
884
IFP Advisors
Florida
$3.22M +$63.2K +1,422 +2%
SAM
885
Shikiar Asset Management
New York
$3.21M +$3.06M +68,865 New
WS
886
Wedbush Securities
California
$3.21M +$297K +6,672 +9%
OSNBOA
887
Old Second National Bank of Aurora
Illinois
$3.2M -$71.2K -1,602 -2%
IWM
888
IHT Wealth Management
Illinois
$3.17M +$588K +13,218 +24%
NIC
889
Northwest Investment Counselors
Oregon
$3.17M -$57.6K -1,296 -2%
Fuller & Thaler Asset Management
890
Fuller & Thaler Asset Management
California
$3.17M
NAM
891
North American Management
Massachusetts
$3.17M
HCA
892
Horan Capital Advisors
Ohio
$3.16M +$33.5K +753 +1%
PCM
893
Parsons Capital Management
Rhode Island
$3.15M +$36.1K +813 +1%
AssetMark Inc
894
AssetMark Inc
California
$3.13M -$60.8K -1,368 -2%
CDH
895
Charles D. Hyman
$3.13M +$13.3K +300 +0.4%
GVAG
896
Great Valley Advisor Group
Delaware
$3.13M +$64.2K +1,443 +2%
TNB
897
TCF National Bank
South Dakota
$3.13M -$1.94M -43,590 -39%
MJRIC
898
Mogy Joel R Investment Counsel
California
$3.12M
WAM
899
Wealthspire Advisors (Maryland)
Maryland
$3.12M +$566K +12,726 +23%
JSL
900
JT Stratford LLC
Georgia
$3.11M -$287K -6,447 -9%

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.