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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
HTC
951
Haverford Trust Company
Pennsylvania
$2.72M +$20K +450 +0.8%
GP
952
Girard Partners
Pennsylvania
$2.71M -$49.5K -1,113 -2%
SAM
953
Sompo Asset Management
Japan
$2.7M -$284K -6,390 -10%
1SB
954
1ST Source Bank
Indiana
$2.68M -$404K -9,093 -14%
RGC
955
Roberts, Glore & Co
Illinois
$2.68M +$160K +3,606 +7%
KCM
956
Karp Capital Management
California
$2.67M +$2.55M +57,360 New
GI
957
GAMCO Investors
Connecticut
$2.67M +$887K +19,950 +53%
CFG
958
Capstone Financial Group
Oklahoma
$2.67M +$517K +11,619 +26%
CAS
959
Cascadia Advisory Services
Oregon
$2.65M +$71.5K +1,608 +3%
IIA
960
IPG Investment Advisors
California
$2.65M +$191K +4,305 +8%
SLG
961
Stanley-Laman Group
Pennsylvania
$2.65M +$163K +3,669 +7%
MSAM
962
Moloney Securities Asset Management
Missouri
$2.64M +$83.9K +1,887 +3%
IFG
963
Independent Financial Group
California
$2.63M -$99.5K -2,238 -4%
DI
964
Diligent Investors
California
$2.63M +$46.4K +1,044 +2%
DSC
965
Duncker Streett & Co
Missouri
$2.62M +$267K +6,003 +12%
SA
966
SRH Advisors
Kansas
$2.61M -$13.6K -306 -0.5%
PCAP
967
Pratt Collard Advisory Partners
New York
$2.61M -$18K -405 -0.7%
VFA
968
Voya Financial Advisors
Connecticut
$2.61M -$421K -9,480 -14%
WSFS
969
Wilmington Savings Fund Society
Delaware
$2.59M -$33.1K -744 -1%
CL
970
CPWM LLC
Washington
$2.58M +$59.5K +1,338 +2%
GAMC
971
Garner Asset Management Corp
Texas
$2.58M +$7.2K +162 +0.3%
SBL
972
Sargent Bickham Lagudis
Colorado
$2.57M +$1.8M +40,536 +278%
AI
973
Aperture Investors
New York
$2.56M +$2.44M +54,906 New
HCM
974
Hudson Capital Management
New Jersey
$2.56M -$89.4K -2,010 -4%
FPCG
975
Fort Pitt Capital Group
Pennsylvania
$2.55M -$423K -9,519 -15%

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.