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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
SMC
926
Smith, Moore & Co
Missouri
$2.95M +$92.6K +2,082 +3%
TF
927
TRH Financial
Iowa
$2.92M +$326K +7,341 +13%
ATFA
928
All Terrain Financial Advisors
Minnesota
$2.91M -$2.53K -57 -0.1%
PCP
929
Proficio Capital Partners
Massachusetts
$2.9M +$53K +1,191 +2%
CG
930
CFO4Life Group
Texas
$2.89M -$13.1K -294 -0.5%
HSA
931
HBK Sorce Advisory
Pennsylvania
$2.89M -$414K -9,312 -13%
GEA
932
Glen Eagle Advisors
New Jersey
$2.87M +$194K +4,374 +8%
AWA
933
ARS Wealth Advisors
Florida
$2.86M +$24K +540 +0.9%
RPC
934
Rossmore Private Capital
Connecticut
$2.86M +$1.15M +25,905 +73%
TA
935
Tiedemann Advisors
New York
$2.85M +$129K +2,892 +5%
H
936
Hexavest
Quebec, Canada
$2.85M -$1.19M -26,730 -30%
HAI
937
Hennessy Advisors Inc
California
$2.84M -$40K -900 -1%
CI
938
Conning Inc
Connecticut
$2.83M +$33.3K +750 +1%
SVWAG
939
Sound View Wealth Advisors Group
Georgia
$2.81M -$77.2K -1,737 -3%
BPM
940
Bowling Portfolio Management
Ohio
$2.8M +$2.22M +49,977 +495%
FGP
941
Foyston, Gordon, & Payne
Ontario, Canada
$2.79M
SC
942
Savant Capital
Illinois
$2.78M -$69.8K -1,569 -3%
LM
943
Lincluden Management
Ontario, Canada
$2.78M -$131K -2,955 -5%
DP
944
Dearborn Partners
Illinois
$2.77M +$223K +5,013 +9%
SFA
945
Stewardship Financial Advisors
Georgia
$2.76M -$113K -2,544 -4%
TVWM
946
Tower View Wealth Management
Wisconsin
$2.76M +$254K +5,718 +11%
BO
947
Bank OZK
Arkansas
$2.74M +$850K +19,125 +48%
HCM
948
Harvey Capital Management
Florida
$2.73M +$2.61M +58,650 New
RA
949
RFG Advisory
Alabama
$2.73M -$104K -2,349 -4%
RP
950
Riverbridge Partners
Minnesota
$2.72M -$110K -2,463 -4%

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.